Thanks guys. Do you have a reasonable price you are looking to get out of ARRY at? Are you holding just for their data this year (even though its early mid-development)? The fact that they have a lot of debt makes me want to look the other way, even though I bought a little after reading your primer (just to get some skin in the game).
You didn't mention ARRY's collaboration with AMGN on a diabetes drug (in Phase II, I believe.) Does that mean that you ascribe no value to that program? What about ARRY's proprietary molecules. They certainly have enough cash to develop at least one or two of them, don't you think?
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