Replies to post #133543 on Biotech Values

[NP1986]

Definitely getting crowded but that small Phase 1 trial showed activity in patients that I believe had all failed Herceptin and 81% failed Tykerb so that has to be encouraging I would think.

It is an encouraging sign, but other compounds like afatinib and neratinib have already shown some activity in heavily pre-treated patients and are much further along in development. These two compounds also inhibit EGFR, so ARRY-380 may have a tolerability advantage in this regard.

It's reversible per ARRY's Web site (www.arraybiopharma.com/ProductPipeline/Cancer/HER2.asp ). Which is preferable and why?

Thanks - I actually did skim over the webpage before I posted the question, but somehow missed it. I don't know to what extent it is usually the case in the clinic, but irreversible inhibition is associated with greater potency (at the expense of increased on-target side effects). That could be a factor, but as I said, it might not necessarily play out this way in the clinic.