Replies to post #153081 on Biotech Values

[bladerunner1717]

re: ARRY

McBio,

The math doesn't make sense to me. They are now burning $22 million/quarter. At the end of the year, ARRY will have approximately $100 in cash. The cash burn figures to go up, way up, if they plan to develop 520 and 614 on their own. So how do they figure a 3-year runway? Furthermore, if they plan to do a Phase III combo with carfilzomab with 500 patients, who is going to pay for the carfilzomab? ONXX won't give them some drugs to play with, that's for sure.

Do they plan to do Phase III's in both 520 + dex AND 520 + carfilzomab?

Something sounds fishy here. Am I missing something?


Bladerunner

[BTH]

ARRY

RE: the "CR" in 520. Is this a "complete response" or is this a "confirmed response" ( because this is a hemotology , as opposed to solid tumor).