Replies to post #115402 on Biotech Values

[mcbio]

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?

No, of course I ascribe value to that program. I said ARRY has an extensive pipeline and partnerships. I'm just saying, based on management's tone, that it appears that the MEK inhibitors are the most valuable asset and the biggest key near-term value driver. There are other ways that ARRY could find success going forward, with the glucokinase drug partnered with AMGN being one of them.