Replies to post #156716 on Biotech Values

[mcbio]

I'm not sure what CELG or ONXX would gain by running a combo trial in 3rd line with someone else's investigational drug. This is especially true since the onus is on ARRY to prove the value of their drug, rather than CELG / ONXX trying to fight over a few more patients in the third line.

Yes there is still a long way for 520 to go and I am not assuming anything. But, if it pans out and adds meaningfully as part of a combo (be it with kyprolis, pom, or whatever), wouldn't a company have an incentive to utlize it as a combo, as opposed to having a competitor utilize it with a competing drug as part of a superior regimen? Don't understand why there wouldn't be an incentive for the established company to maintain its edge in such a scenario. All hypothetical at this stage, obviously.

[mcbio]

ARRY - Sally Church on ARRY-520

http://pharmastrategyblog.com/2013/03/ash-2012update-on-arry-520-in-multiple-myeloma.html/?utm_source=twitterfeed&utm_medium=twitter&utm_campaign=Feed%3A+PharmaStrategyBlog+%28Pharma+Strategy+Blog%29