Replies to post #161775 on Biotech Values

[dav1234]

Colfax Capital is distinctly unimpressed by Oncothyreons (ONTY) development deal with Array. "What a lousy company," Colax tweets. "Now inlicensing other compounds from ARRY while they inlicensed a Bcl last year that is collecting dust." The market is yet to pass its judgement.

LOL

[bladerunner1717]

ASLAN making progress with ARRY's 543


http://www.aslanpharma.com/download/Press%20Release%20-%20ASLAN001%20shows%20positive%20data%20in%20gastric%20cancer%20phase%202%20study.pdf


Bladerunner

[mcbio]

ARRY - ONTY/380 deal CC notes (5/30/13)

1. ONTY responsible for funding Phase 2 PoC trials and they will test ARRY-380 with approved breast cancer drugs. Reference during Q&A that the multiple Phase 2 PoC trials could include combo of 380 with pertuzumab, T-DM1, Herceptin, capecitabine, and the taxanes. (ARRY has not discussed with ONTY if there will be combo trials of 380 with ONTY's PI3K, PX-866.)

2. ARRY-380 is the only selective small molecule HER2 inhibitor in the clinic or on the market.

3. Some perceived advantages of 380 over other HER2 drugs include low incidence of rash/GI side effects (limiting for other HER2 drugs) and the ability to penetrate blood brain barrier and treat brain mets.

4. If ARRY opts out of Phase 3 co-development, they expect the royalty due to ARRY will be double-digit.