Replies to post #130024 on Biotech Values

[mcbio]

oh well, i'll try not to get too excited about that.

Huh? Are you concerned that the trial is taking longer to report? (This is not a concern of mine.)

slide 11, potential size of KRAS mutant NSCLC market: 1 billion (thought it was much smaller)

Yep, I do recall that reference as well.

slide 10, selumetinib royalty: potential double-digits (since it's such an old collaboration and they had never mentioned it, i had assumed it was single-digits)

ARRY management had actually disclosed this fact before.

big believer in ARRY and mostly in their MEK inhibitors used in combination.

Same here. I think the two MEK inhibitors are, by far, ARRY's most important assets. ARRY is my largest holding.