Replies to post #110118 on Biotech Values

[mcbio]

Re: Carfilzomib vs. ARRY-520

These are essentially slightly different versions of existing drugs. I like ONXX and carfilzomib. Carfilzomib is potentially a better version of Velcade due to better safety profile, thus patients can take higher dose for longer period of time. Pomalidomide is a different version of Revlimid.

I have to say, the post pgs made today showing the carfilzomib single agent Phase 2b data in relapsed/refractory MM patients (#msg-57463112) does appear to make ARRY-520's Phase 1 single agent data in a similar patient population look quite bad in comparison. A partial response or greater of about 24% in patients makes the 6% response in the ARRY-520 Phase 1 look pretty bad.

All told, I think ARRY may have to pin more of their hopes for 520 on the 520/Velcade combo data. But, I imagine that the 520/Velcade combo could have more safety issues than what was shown in the carfilzomib Phase 2b trial given Velcade's known safety issues.