Certainly a number of unknowns, but even if there weren't, it'd still be hard to keep everything straight, which is why I'm very glad this board comes with an expert(mcbio)on the subject!
Having said that, I do believe more selumetinib(mek)data is expected soon.
I also noticed that Arry's partnered glucose kinase activator(AMG151)is scheduled for final data collection this month, so that shouldn't be too long in coming either.
In addition, the problems with ARRY-797 are very probably exaggerated, for many reasons reviewed here today.
And as you say, with so many Ph 3s coming on line, and a somewhat more promotional ceo at the helm, the street will start taking more notice, so that when one of the seemingly limitless shots on goal of this company hits, the stock will be primed to pop.
Despite the above, I think it's also only fair to say that Arry's inability to produce a marketable drug to date has probably discouraged a number of analysts and potential investors from addressing the complexity to come up with an evaluation, which is a big reason the stock suffered until recently. There were simply a lot of easier(more evaluable) companies to bet on, at least in terms of short term reward.
However, all that should change with a success or two, which looks imminent.
Btw, mcbio, please correct or clarify any of the above as appropriate.
ARRY - The melanoma data was expected end of june according to one analyst so i presumed the run up was due to that. I'm surprised the pain trial results caused a 15 % drop. The only reason I can think of is that 797 is fully owned and perhaps there was the possibility that it could also be faster to market than any of the other drugs.
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