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


To: scaram(o)uche who wrote (278)4/22/2014 3:01:23 PM
From: mopgcw  Read Replies (2) | Respond to of 321
 
Welcome aboard Rick. I have been holding a couple slugs since late '12 to watch this unfold. I should have taken the trade when she hit $7; but I think this is a very interesting long-term play. if it dips below 3 again, I will buy trading shares, but I think the platform will prove itself or go to 0. at least that is my theory.

best.
George



To: scaram(o)uche who wrote (278)5/13/2014 6:05:06 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 321
 
Geeeeze, today was a TOUGH day to trade ASCO14.

:-(

>> My opinion (I'm not close to the situation, please get your own!) is that NVS loves MEK162, that it is imbedded in combo trials that would be difficult/expensive to duplicate using Mekinist, and that NVS will continue to develop it. <<

All sorts of indications today from Squarer at BofA/ML about how NVS' MEK162 decision is unknown to ARRY. Lots or assurance that, if returned, NVS will need to accompany it with plenty of funding.

aside, regarding loxo-101....

loxooncology.com

another company to watch at ASCO is Ignyta (rxdx), for results with their trk inhibitor.