Replies to post #156718 on Biotech Values

[mcbio]

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..

Yeah, I'm not saying ARRY holds any power right now. I think we're on the same wavelength. I'm just saying that if, for example, 520 shows really good synergy with kyprolis in the ongoing Phase 2 trial (one of the first 3 patients had a CR; there was only 1 CR in kyprolis' entire registrational study), then there's a chance that ONXX could be interested.