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Biotech / Medical : Array Biopharma, Inc

ARRY 8.660

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9:30 AM EST

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From: scaram(o)uche	5/15/2014 12:33:19 AM
	Read Replies (5) of 321

OK, I have a question. Anybody know anything about antitrust in this situation? Asset swap, Novartis and GSK, where Novartis is acquiring mekinist but is already developing MEK162? From the GSK release..... gsk.com "The Transaction is also conditional upon other matters, including receiving certain anti-trust approvals. Completion of the Transaction is anticipated to occur during the first half of 2015." Seems to me that Novartis, if forced to return MEK162 to Array, is a tad between-rock-and-hard-place. Genentech would be coming at them with a combo (vemurafenib/cobimetinib) that looks like it may be superior to Tafinlar/Mekinist, but they have the problem that LGX818/MEK162 is far behind in development (braf-mutant melanoma). So Novartis would be doing the deal, in part, to get a therapy that might not be long-term competitive, while simultaneously gutting their own effort. No? And MEK162 looks quite interesting, apart from pairing with LGX818..... abstracts.asco.org Squarer sounded anxious in the last conference call, but he must actually be drooling? Thoughts? Thanks for any!

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