Replies to post #160840 on Biotech Values

[jq1234]

I doubt it. It would be joint PR not PR by one party IMO. You can find data cited as rational for this trial on page 10 of PDF file accompanied 1Q earning call. I don't know what to think of it - rarely see anyone go to randomized ph3 like this. I would understand a little bit better if RAS/RAF mutations were to be selected. Per info on page 9, RAS/RAF mutations are in 40-60% LGSOC:

http://investor.arraybiopharma.com/phoenix.zhtml?c=123810&p=irol-calendar

[mcbio]

ARRY

I guess this is, in part, what I was getting at. If this indication is worth investing in, then why wouldn't NVS take the lead as they've done for melanoma?

ARRY has talked for some time about their ability to select an indication for MEK162 and run a pivotal trial in that indication. I assume that ARRY gets greater economics in this selected indication than they do from the other trials that NVS is running.