1. Talked towards the beginning of the presentation of partnering ARRY-520 and/or ARRY-614 geographically (offered possibility of ex-U.S. partnering before). Not sure if this means increased discussions on this front. Conversely, ARRY-797 partnering timing seems to have been pushed back as I believe the guidance now was just "by the end of the year" whereas previously there seemed to be guidance for mid-2013.
2. Have hit MTD on ARRY-614 and will move into expansion cohort at the selected dose in a "refined target population." Not really made clear what is meant by "refined target population." Also, sounds like will have data to inform potential Phase 3 trial design by the end of this year. Seems like timing for 614 program has been pushed back a bit as I thought previously the expectation was to have the key data in mid-2013.
3. Appears that ARRY-520 is still on track for data around mid-2013 to inform potential Phase 3 trial design.
4. Selumetinib is advancing in 65 trials (39 Phase 2).
Here is an advice, sell as early as possible before smart people read this note. It may be late as it went down after market already. Again, it is strictly business. No feeling involved with my business decisions.