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Biotech / Medical : Array Biopharma, Inc

ARRY 8.660

+3.2%

Oct 31 9:30 AM EST

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To: scaram(o)uche who wrote (294)	6/2/2014 11:14:08 AM
From: scaram(o)uche	Read Replies (2) of 321

>> 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? << For those who do not yet know, dabrafenib/trametinib (Tafinlar/Mekinist) bombed at ASCO. The phase III PFS curves (d/t versus d/placebo) actually crossed at month 11. This could be viewed as a negative for mek inhibitors as a whole, or it could be considered a positive for the competitive MEK162 and cobimetinib combos. The Novartis move continues to baffle me. Throw in the Tykerb results, and NVS's ASCO14 looks wobbly at best. Meanwhile, we get no update on the cdk4/6 combo trial. NVS management too busy peeing their pants?

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