Replies to post #156717 on Biotech Values

[poorgradstudent]

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.

I understand what you're saying, but I think the company with the investigational drug is usually the one soliciting the company with the deep pockets / approved drug. I think the tables turn when the company with the investigational drug holds until they have very strong proof-of-concept / high chance of success (I'm thinking INCY, PCYC).

From reading your posts on this topic, I get the feeling that you're turning the balance of power upside-down a little. ARRY doesn't seem to be looking to go the monotherapy route with 520, doesn't appear to be rushing into their own combo trials, nor do they have strong proof-of-concept combo data in hand. I think it's fair to say that they're not the ones holding the upper hand. Apologies if I'm misinterpreting.