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

To: scaram(o)uche who wrote (210)11/19/2012 3:12:59 PM
From: mcbio  Respond to of 321
 
Thanks for the additional color and caveats. I'm certainly not predicting success for 520; just saying that I don't view it as a completely worthless asset as I used to. If it can't add meaningful benefit on top of carfilzomib/Velcade, it's likely a non-starter for sure. No disagreement from me there.

I'm primarily long ARRY for ARRY-614 and the MEKs. 520 is probably third in line at the moment. What is your primary reason for being long ARRY (assuming you still are)? Also, curious what else you like in small-cap biotech these days.



To: scaram(o)uche who wrote (210)11/19/2012 5:33:29 PM
From: mcbio  Respond to of 321
 
Well, 520+carfilzomib ASH data is out. See: myelomabeacon.com . For six patients that have completed at least 1 cycle, 17% achieved a near CR and 67% have SD and are continuing treatment. Would be curious to know how this data compares to single-agent carfilzomib. Note that these patients had a median of four prior treatments.


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