Not sure about a billion/year to be honest given the multitude of drugs in the space that are already approved but it will have a niche for sure and with other drugs in the pipeline that are comarketed makes me believe ARRY is a buy out candidate from a much larger biotech with the right size marketing budget
Arry long here..filanesib is a bit of a long shot...if the aag biomarker works out then thats good...but then it will be used for this smaller subgroup of patients....arry late stage all comes down to mek inhibitors unfortunately. ..because they are not wholly owned...but I believe in the therapy
One could/should call any novel agent a long shot to some extent. That is the game.
The aag- subgroup is still the majority in a large indication, so the drug does have home run potential.
But I agree, the mek's are the main reason for being here. Despite being partnered, ARAY has good terms on selumetnib and great terms on the BMS drug (whose new name I forget). With 3 P3 trials each, and dozens of backup / expansion trials, prospects look good.
I view it as the MEK's make for a good reasonably safe play, while still having a chance for something really big down the road.