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Array BioPharma, Inc. Message Board

bladerunner1717 1731 posts  |  Last Activity: Nov 10, 2014 11:14 PM Member since: Jan 21, 2000
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  • The HCC Phase III trial enrollment is about six months ahead of schedule. This is important news, but the Market doesn't seem to care. The Market assigns a zero probability of success to the trial.

    NIH showed a statistically significant PFS in a Phase II trial in prostate cancer with Tivantinib as a single agent. Again, the Market gave a collective yawn, possibly because investors remember EXEL's Cabo, which also showed good results in a Phase II and then failed on OS in the Phase III. Cabo was also a MET inhibitor. Not sure if Daiichi and the NIH will take this into a Phase III, but it remains a possibility.

    ARQL has three proprietary molecules, ARQ-092, ARQ-087 and ARQ-791, all in the clinic. Pre-clinical results will be presented in seven presentations at EORTC on November 18-21. ARQL will have a CC after the presentations.

    Cash runway will extend in 2017.

    All this for a company with an EV only slightly above zero. Amazing.

    Sentiment: Strong Buy

  • Reply to

    Board is almost deserted..........

    by andreadardi Nov 4, 2014 3:47 AM
    bladerunner1717 bladerunner1717 Nov 5, 2014 2:49 PM Flag

    Hey, what am I, mashed potatoes? LOL

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Oct 31, 2014 8:05 PM Flag

    Dfrai,

    I think so. I own a ton, but I've been wrong about the stock for two years. Nonetheless, I think the HCC trial has a decent chance of success; the Phase II data looks impressive to my untrained eye. Perhaps more importantly in the short term, the proprietary pipeline, especially the Akt inhibitor, looks very good, according to Ohad Hammer. Since he just put a ton of money in my pocket with AMBI--I tendered my shares today--I tend to trust him a lot. I spoke to IR today. There will be a 3rd quarter earnings call on November 10th and a later CC to discuss the presentations at EORTC. I expect the stock price to move up on the news. In any case, this company shouldn't be trading with a negative EV, IMO

    Sentiment: Strong Buy

  • http://www.ecco-org.eu/Events/EORTC_NCI_AACR_2014/Searchable-Programme#anchorScpr

    Sentiment: Strong Buy

  • Reply to

    tubulsyn phase 1

    by marthastewartstips Oct 17, 2014 8:12 PM
    bladerunner1717 bladerunner1717 Oct 21, 2014 1:42 PM Flag

    Marthastewartstips,

    What make you so sure that it is the chemotherapeutic warhead and not the (folate) recepetor that is the problem? (I'm going to assume it's not the linker technology, since that technology comes from a leader in field, Seattle genetics.)

  • I don't have the link, but I know it's a fact.

    Sentiment: Strong Buy

  • Cantor Fitzgerald initiated coverage on MEI Pharma (NASDAQ: MEIP) with a Buy rating and a price target of $14.00.

    Analyst Daniel Brims said, "We are initiating coverage of MEIP with a BUY rating and $14 price target, which is based primarily on lead drug candidate Pracinostat’s expected peak revenue of $700M in two indications, MDS and AML. We forecast the commercial launch of Pracinostat in 2017/2018 contributing $10/share to our valuation. MEIP has initiated three Phase 2 trials to assess Pracinostat in front-line AML and MDS, as well as refractory MDS, and we expect several important catalysts for Pracinostat during 4Q:14. Beyond Pracinostat, MEIP is also developing ME-344, which is in Phase 1B testing for small cell lung and ovarian cancer, and PWT-143, a preclinical PI3 Kinase inhibitor. We have assigned $3/share and $1/share in value, respectively, due to the early stage of development of these assets."

    Sentiment: Strong Buy

  • Reply to

    Bear Article

    by paintball_is_stellar Feb 25, 2014 6:33 PM
    bladerunner1717 bladerunner1717 Feb 25, 2014 8:36 PM Flag

    Do you have a link to the article? The Street's Sobek is long ECYT, so I don't understand who is writing the critical article.

    Bladerunner

  • I don't have the link.

    Bladerunner

  • Reply to

    Oral Presentation

    by paintball_is_stellar Jan 21, 2014 8:09 AM
    bladerunner1717 bladerunner1717 Jan 21, 2014 3:58 PM Flag

    Today the EU approved Tivicay, an integrase inhibitor for HIV from GSK. The CHMP nod of approval was in November, 2013.

    Sentiment: Strong Buy

  • Reply to

    Oral Presentation

    by paintball_is_stellar Jan 21, 2014 8:09 AM
    bladerunner1717 bladerunner1717 Jan 21, 2014 3:25 PM Flag

    I spoke to IR today. There was, indeed, a presentation made to CHMP. Minutes of the meeting could be released before the end of the week. If not, definitely next week. CHMP is tantamount to approval. EMA always follows the advice of CHMP.

    Sentiment: Strong Buy

  • Almost two hours long, but worth the time. Lots of M.D.'s on the call. Always nice to hear from clinicians. Analysts from Cowen, Needham, Stifel, Roth Capital, etc. This will raise the profile of the company. Needham initiated coverage with an "outperform" rating and a PT of $12. (Stifel is at $15 with Dr. Brian Klein doing the coverage; Roth Capital is at $20 with Joe Pantginis doing the coverage.)

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Nov 7, 2013 1:42 PM Flag

    Shara,

    Do you have a link?

    Bladerunner

    Sentiment: Strong Buy

  • My personal hematologist (I have leukemia), a friend of Tefferi's, thinks the results are great. He says that Feuerstein's comments about clinical response and spleen size are mis-informed. Spleen size, he says, is "purely palliate" and confers no OS benefit. He says spleen size is very overrated as an endpoint. Jakafi provides no OS benefit. My doc says that Imetelstat will provide an OS benefit. He has one patient in Tefferi's trial now and is trying to get more in. He says that he wants them on Imetelstat.

    I spoke with another oncologist that I consult with. He says that the results are "sensational" (his term). He says that Imetelstat will definitely be the "go-to drug" in MF.

    While I think Feuerstein's critique is worth considering, I place much more value on the opinions of Dr. Tefferi and practicing oncologists.

    Bladerunner

  • bladerunner1717 bladerunner1717 Oct 3, 2013 2:11 PM Flag

    Boehner Tells Republicans He Won’t Let the Nation Default
    With a budget deal still elusive and a deadline approaching on raising the debt ceiling, Speaker John A. Boehner has told colleagues that he is determined to prevent a federal default and is willing to pass a measure through a combination of Republican and Democratic votes, according one House Republican.
    The lawmaker, who spoke on the condition of anonymity, said Mr. Boehner had said he would be willing to violate the so-called Hastert Rule if necessary to pass a debt limit increase. The informal rule refers to a policy of not bringing to the floor any measure that does not have a majority of Republican votes.

    Bladerunner

  • bladerunner1717 bladerunner1717 Oct 3, 2013 2:09 PM Flag

    Boehner blinks; Market responds. Did Boehner finally find his balls? LOLOL

    Frank,

    Well over 100,000 shares at $3.35, average cost basis. Haven't sold a single share. Still long and strong, but a bit nervous, I admit.

    Bladerunner

    Sentiment: Buy

  • By the time the jihadi Republicans are finished, trillions of dollars will be lost in the Markets, not just here, but globally. There are now enough Republican votes in the House to pass a "clean" CR bill, but the cowardly Boehner won't bring the bill to the floor. See Bloomberg Financial on the shutdown and the votes needed to end it. If this crisis overlaps with the insane Republicans pushing for a default--October 17th is the deadline--the Markets will crash. Hopefully, sanity and Wall Street will prevail, but these Republican jihadists are really willing to destroy the Country in order to bring down the black man in the White House. These phony Christians are also phony patriots. I'm afraid there may be some dark days ahead.

    Bladerunner

  • Reply to

    Looks like mixed news from ESMO

    by normsapicker Sep 29, 2013 9:41 AM
    bladerunner1717 bladerunner1717 Sep 29, 2013 7:44 PM Flag

    Muck,

    Ok, I get you. I'm not sure yet about KRAS-m. I need to talk to some of my science guys about that. ARQL will be presenting at the World Lung Cancer Conference soon, so maybe we'll hear more. I still think these results bode well for ARQL going forward. Tivantinib is obviosly an active drug against cancer. Whether it has a future in NSCLC, I'm not sure about.

    Bladerunner

    Sentiment: Strong Buy

  • Reply to

    Looks like mixed news from ESMO

    by normsapicker Sep 29, 2013 9:41 AM
    bladerunner1717 bladerunner1717 Sep 29, 2013 6:31 PM Flag

    Normsapicker,

    The ball is really in Daiichi court. I'm not sure what they will do in NSCLC. Ideally, the FDA would allow them to file an NDA on the basis of the sub-group analysis, but that is a super long shot. Cash is not a problem as long as Daiichi stays in the picture.

    Muckfiddler doesn't know what he is talking about. We didn't know that the results in hi-MET would be statistically significant in both PFS and OS in hi-MET group. And we didn't know the HR values, which are quite good. If this had been the ITT population, the trial would have been considered a huge success. I have no doubt that the stock will be up in the morning, unless the insane Republicans crash the Markets with their extremist and suicidal ideology. Muckfiddler saying that we could go below 2 is simply absurd. We could actually go much higher, depending on how the analysts interpret that new data.

    Bladerunner

    Sentiment: Strong Buy

  • Reply to

    Looks like mixed news from ESMO

    by normsapicker Sep 29, 2013 9:41 AM
    bladerunner1717 bladerunner1717 Sep 29, 2013 12:13 PM Flag

    normsapicker,

    The key takeaway from the new data, I believe, is the response of the hi C-MET patients, a pre-specified subgroup (page 17 of the presentation). The OS in that group was 9.3 for the Tivantinib group vs. 5.9 for the placebo group. The hazard ratio was .70. I think these results look pretty good in that sub-population.

    Bladerunner

    Sentiment: Strong Buy

ARRY
4.86+0.06(+1.25%)Dec 19 4:00 PMEST

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