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Biotech / Medical : Array Biopharma, Inc -- Ignore unavailable to you. Want to Upgrade?

To: scaram(o)uche who wrote (208)	11/17/2012 1:07:20 PM
From: mcbio	Read Replies (1) \| Respond to of 321

I'm not sure I understand your skepticism on 520. Mind you, I had pretty much left the drug for dead after the single-agent data, which didn't seem all that impressive. But, the combo data w/dex looks pretty good to me, as ARRY claims the data is comparable to pomalidomide and carfilzomib even though their studies included patients with only half the number of prior median treatment regimens as the 520 trial (i.e., much healthier patients). I believe ARRY also clarified in a recent CC that they are referring to pomalidomide plus dex but think they may just be referring to single-agent carfilzomib data here so maybe not 100% apples-to-apples comparison. Would just note that Koch and Squarer seem to be guiding for positive 520+carfilzomib data at ASH and I like that ARRY mentioned before that they have already been in some discussions with ONXX about future trials. Seems to bode well for the pending combo data, though a skeptic could rightfully say if the data is going to be really good, why wouldn't ARRY have simply held off on their recent stock offering until after ASH? So, we'll see on the data. But, I think 520 has a shot now, particularly with the new biomarker data, which may allow them to further target patients more likely to respond for much better response rates. They just need to prove now in a prospective fashion that the biomarker is legit.