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ArQule Inc. Message Board

  • paradigm.shifter paradigm.shifter May 12, 2010 7:00 PM Flag

    ASCO - Oral & 3 Posters?

    Any insight into the scope of the ASCO splash ARQL will make?

    Its clear there will be an oral presentation of the data set for ARQL 197 in NSCLC. Maybe some surival data...maybe not (depends on if sufficient number of events occurred).

    But what were the 3 posters accepted that the CEO referenced in the last cc? Would it be data on the 3 pre-clinical/early clinic compounds (i.e. Eg5, BRAF, FGFR). The Eg5 and BRAF compounds were characterized as making "remarkable progress".

    Or, is it possible data from the c-met Phase II (Soft tissue sarcoma) will get a peek. My notes reflect they planned to announce results in 2H 2010.

    By the way...thanks "jq" for the heads-up on this "play". Still digging thru it.

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    • Thanks for the detailed explanation, Dr

    • nice analysis...additional potential tailwinds include the other 3 posters (i.e. Phase IB, safety trial in HCC, Phase II randomized in HCC, and Phase I dose esclation/with sorafenib). Of course...all are cMet.

    • Thanks Dr.

    • LBAs late breaking abstracts, and there are only a small handful of these, are usually provided at the meeting themselves. This is not a decision to withhold information by the company, but rather ASCO policy. You can definetly assume that there will be added information at presentation compared to the abstract (regardless of the presence of overall survival data).

      I'm working off of several assumptions with this investment in ARQL:

      1) There are investors waiting to see the ins and outs of the data presentated at the ASCO meeting before jumpiing in to ARQL (though I strongly believe that no company rushes to present mediocre data with a LBA--the news will be good as already suggested).

      2) There will be many more eyeballs on ARQL after ASCO. Due in part to the c-met data coming from both the plenary presentation and from ARQL's data. c-MET in lung cancer will get picked up by the press and there will be only one pure play (ARQL). Even if ARQL doesn't present OS data, but PFE does this will be an added benefit to the ARQL ASCO buzz. In short PFE data will provide an added halo effect on ARQL (and validate the c-met target)

      3) The excitement starts this week with the release of ASCO abstracts. I don't believe we will see the ARQL abstract (this week) as stated before, however there are usually press briefings around the same day/week and this leads to information flow to investors (see timing of OGXI runup last year, which was an LBA)

    • Dr,
      I thought ASCO is going to publish the full abstract on May 20th at 6PM EDT, no exceptions. From your experience (if you do have it), Can individual companies decide to not have their abstract displayed or include little to no information on trial results, in the full abstract and expect us to wait till the presentation for the full data?
      Since May 21st is options expirations day, I was hoping to make an options play, assuming the stock moves after the full abstract is released on May 20th.

      Dhruv, Whatsup man? Are you planning to day trade stocks or options?

    • 197 c-met Phase II (Soft tissue sarcoma) result will be second half 2010.

      • 1 Reply to jq1234_2000
      • Thank you very much "Stev" and "JQ"...i am pleasantly surprised that data will be reported in HCC.

        In my notes reflect they are doing a randomized, double blind Phase II study (with ARQ 197 & sorafenib) with 2nd line HCC patients versus best supportive care. The data readout was suppose to be 2011.

        I also show a Phase II in HCC where ARQ 197 is used as a single agent in a randomized trial (i presume against best supportive care).

        Or maybe my notes are screwed up...but is the ASCO poster regarding the HCC trail in which ARQ is used as a single agent?

        Also, i have not yet dug thru the prior clinical data for 197 in HCC (i.e. phase I and preclinical). Anyone willing to handicap the prospect of positive news in this ASCO readout?

        Thanks again guys. ARQL appears to be have compelling catalysts ahead and still has a relatively modest to low end moderate market cap given the clinical signal and prospective reach of ARQ 197 and the AKIP platform.

    • Oral - 197 for NSCLC:

      #LBA7502: Results from ARQ 197-209: A global randomized placebo-controlled phase II clinical trial of erlotinib plus ARQ 197 versus erlotinib plus placebo in previously treated EGFR inhibitor-naive patients with locally advanced or metastatic non-small cell lung cancer (NSCLC).

      Poster - for HCC and other solid tumors:

      #3024: A phase I dose-escalation trial evaluating ARQ 197 administered in combination with sorafenib in adult patients (pts) with advanced solid tumors.

      #4137: Final results from ARQ 197-114: A phase Ib safety trial evaluating ARQ 197 in cirrhotic patients (pts) with hepatocellular carcinoma (HCC).

      #TPS215: ARQ 197-215: A randomized, placebo-controlled phase II clinical trial evaluating the c-Met inhibitor, ARQ 197, in patients (pts) with hepatocellular carcinoma (HCC).

    • The follow is what ARQL has at ASCO:

      #TPS215: ARQ 197-215: A randomized, placebo-controlled phase II clinical trial evaluating the c-Met inhibitor, ARQ 197, in patients (pts) with hepatocellular carcinoma (HCC).

      #3024: A phase I dose-escalation trial evaluating ARQ 197 administered in combination with sorafenib in adult patients (pts) with advanced solid tumors.

      #4137: Final results from ARQ 197-114: A phase Ib safety trial evaluating ARQ 197 in cirrhotic patients (pts) with hepatocellular carcinoma (HCC).

      #LBA7502: Results from ARQ 197-209: A global randomized placebo-controlled phase II clinical trial of erlotinib plus ARQ 197 versus erlotinib plus placebo in previously treated EGFR inhibitor-naive patients with locally advanced or metastatic non-small cell lung cancer (NSCLC)

      http://meetingplanner.asco.org/

      Steve

 
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