| | | Comparisons:
median progress free survival, BRAF positive, in months.
ARRY: binimetinib (MEK) + encorafenib (BRAF) 14.8-14.9
ARRY: encorafenib alone (BRAF) 9.2-9.6
GSK to NVS: TAFINLAR (BRAF)(dabrafenib) + MEKINIST (MEK)(trametinib): 9.3-11.4
GSK to NVS: TAFINLAR alone: 5.1-8.8
RHHBY + EXEL: ZELBORAF (vemurafenib)(BRAF) + COTELLIC (cobimetinib)(MEK): 12.3
RHHBY: ZELBORAF alone: 7.2-7.3
Dacarbazine: 2.7
Question: what is the median progress free survival, patients with brain metastases, BRAF positive, in months. TAFINLAR alone was 4.6 mos.
Better safety (grade 3/4, less than competition): photosensitivity, secondary non-melanoma skin neoplasms;
Safety concerns (elevated over competition, mostly <grade 3): retinal pigment detachment; left ventricular dysfunction.
Last two days of stock action: Hot money coming in from former holders of ARIA, a company with comparable drugs and owned to some degree by Sarissa Capital Management (a very successful hedge fund)?
Sources:
pharma.us.novartis.com
gene.com
Array presentation, JP Morgan Healthcare Conference, Jan. 9-12, 2017.
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