Replies to post #157738 on Biotech Values

[mcbio]

Perhaps the relationship here is related to its ability to bind drugs? Perhaps use it as a dosing indicator where: patient with high AAG = higher expected drug binding, therefore dose that patient more intensively. This would also explain why high AAG did less well... they didn't get as much free drug?

Yes, this is precisely the issue. High levels of AAG bind to 520 and render it useless. ARRY has talked about the possibility of dosing higher for patients with high AAG in response to a question on this.

For the trial I'd put my money on your first scenario. If you have a deep pocketed partner then let them try the stratification.

This is what I get the sense ARRY plans to do in the absence of any partner (not stratify on AAG). That's at least the way it has come across to me in their tone. Kind of makes sense too given that even when include high AAG response seems to look pretty good given that high AAG is a minority of the overall patient population (20-30%). Also this allows ARRY to go after a bigger market.