Replies to post #154352 on Biotech Values

[bladerunner1717]

McBio,

How long do you expect this Phase II to take?


Bladerunner

[wdr7]

It seems like KRAS mutation is not required for patients to be selected in this trial.

[mcbio]

AZN/(ARRY) - new P2 trial for selumetinib

[H/t to @lomu_j on Twitter for this find of a new P2 trial of selumetinib that AZN is now running in KRAS NSCLC with the apparent objective of exploring if better tolerability can be obtained by lowering the docetaxel dose used in combo w/the same selumetinib dose that was used in the prior P2 trial. If we are to take this at face value and, in spite of the prior trial testing the planned Phase 3 formulation of selumetinib, it would appear that AZN may not be ready to proceed directly into Phase 3 with selumetinib.]

I missed this in my prior ARRY JPM notes (thanks to someone on Hammer's blog that pointed it out to me) but Squarer did actually say at JPM that he expects this trial to be a "quick study" to examine which dosing regimen of docetaxel to move forward with (in a P3 selumetinib trial) and he believes the study "will go fast" and that AZN wouldn't need to complete the study in order to inform the P3 start. (This is in the Seeking Alpha transcript.) So, hopefully selumetinib will be in P3 sooner rather than later.