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Array BioPharma Inc. Message Board

  • bladerunner1717 bladerunner1717 Mar 21, 2013 11:29 PM Flag

    ARRY will now have at least two drugs in pivotals in oncology in 2013

    AZN/(ARRY) Investor Day Slides (3/21/13)

    I haven't listened to the presentation but from just reviewing the slides, a few comments as it pertains to selumetinib:

    1. Slide 15 - selumetinib included on list of drugs for which AZN intends to accelerate its investment.

    2. Slide 16 - This slide breaks down drugs with either over $1B or up to $1B in potential peak year sales on the y-axis and buckets of low, medium, and high in terms of "Strength of evidence to date" on the x-axis. Selumetinib is included in the medium bucket with potential for over $1B in sales.

    3. Slide 97 - anticipate Phase 3 start for selumetinib in NSCLC patients in 2013.

    4. Slide 119 - reiterates starting pivotal trials in 2H2013. Specifically identifies both second-line Phase 3 mKRAS NSCLC and pivotal Phase 2b thyroid trials with selumetinib.

    5. Slide 121 - identifies selumetinib + chemo as best-in-class opportunity. Notes trametinib combo requires lower dose.

    6. Slide 130 - uveal melanoma data readout at ASCO to go along with aforementioned pivotal trials in NSCLC and thyroid (no reference to other melanoma data at ASCO).

    (Thanks to McBio for this.)

    Personally, I don't think Squarer's prediction of having five drugs in Phase III trials in 2013 will come true. 520 is a possibility in multiple myeloma, but it needs a partner, IMO. 614 has had the timelines pushed out, so it won't be in pivotals this year. 797, the pain drug, is a possibility, but it, too, needs a partner. And no one seems to know what's going on with AMGN and the diabetes drug. But even just two drugs in pivotals in oncology with partners like AZN and NVS is not too bad.


    Sentiment: Strong Buy

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