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Array BioPharma Inc. Message Board

bladerunner1717 6 posts  |  Last Activity: Feb 19, 2016 3:48 PM Member since: Jan 21, 2000
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  • Reply to

    Opaleye Management Ownership Down

    by gizmo_puppy95 Feb 12, 2016 3:58 PM
    bladerunner1717 bladerunner1717 Feb 19, 2016 3:48 PM Flag

    I don't know where you're seeing that; Opaleye still owns 210,000 shares.

    Baker Bros. seems to have more than DOUBLED their shares to 413,000. They quadrupled their shares in the 4th quarter of 2015. That's telling.

    I bought 5000 more this afternoon @ $7.54.

    Bladerunner

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Feb 19, 2016 3:36 PM Flag

    Do you have a link?

    Bladerunner

    Sentiment: Strong Buy

  • bladerunner1717 bladerunner1717 Nov 5, 2015 9:36 PM Flag

    Preacher,

    If you're not a short, then what is your thesis against MEIP? Do you claim to know the science behind Pracinostat and HDAC inhibitors, in general? Are you an expert on mitochondrial inhibition and do you have knowledge of what a mitochondrial inhibitor might do in combo with topotecan? Do you have any expertise in myelofibrosis and the use of Jakafi in conjunction with Pracinostat? The management team is first-class and the cash position is very solid. So on what do you base your analysis?

    Bladerunner

    Sentiment: Strong Buy

  • Reply to

    Super Manipulated - Jefferies

    by com_sense1 Sep 10, 2015 11:07 AM
    bladerunner1717 bladerunner1717 Sep 21, 2015 11:08 AM Flag

    The six month delay in the trials is pretty significant. The delay in and of itself is not that bad, but these delays mean more burn and a higher probability of dilution.

    Sentiment: Strong Buy

  • bladerunner1717 by bladerunner1717 Sep 21, 2015 10:02 AM Flag

    https://www.google.com/webhp?sourceid=chrome-instant&rlz=1C1VSNC_enUS595US597&ion=1&espv=2&ie=UTF-8#q=arql%20stock

    Sentiment: Strong Buy

  • Reply to

    Pracinostat and AML

    by onesurfed Aug 7, 2015 1:34 PM
    bladerunner1717 bladerunner1717 Aug 8, 2015 4:03 PM Flag

    The bear case on Pracinostat is two-fold: First, these are uncontrolled trials. Comparisons to historical controls is always dangerous in biotech development. Biotech drug development has a graveyard full of drugs that showed great results in Phase II in controlled trials, only to fail miserably in controlled Phase III trials. Secondly, HDAC inhibitors have not been a great success in the clinic...so far.

    The bull case has been stated here many times and you can hear it on the CC's and investment forums that the company holds. One thing that hasn't been mentioned here is that HDAC inhibitors may work extremely well with checkpoint inhibitors, but that needs to be proven in the clinic. Other companies with HDAC inhibitors are already pursuing this avenue. A successful trial in AML and, I suspect, a company with a checkpoint inhibitor (MRK, AZN, CELG, BMY) will want to seriously consider Pracinostat in combo with one of their own checkpoint inhibitors.

    All in all, micro-cap biotech is always about risk/reward. Nothing is ever guaranteed. But I like the valuation here and I'm long and strong to the tune of over 100,000 shares.

    Bladerunner

    Sentiment: Strong Buy

ARRY
3.60+0.12(+3.45%)May 27 4:00 PMEDT