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[posting]38883680[/posting]und noch ein paar Anmerkungen zur ARRY CC... von iHub...

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ARRY - Notes on 2Q10 Call

1. ARRY anticipates milestones from existing collaborations to total about $10M for this year and to double to about $20M in 2011.

2. ARRY anticipates 1 or more significant partnering deals in calendar 2010. There is significant partnering interest around ARRY-162 and ARRY-380, but discussions are also ongoing with respect to ARRY-543 and ARRY-520, in addition to discovery assets. ARRY may prefer to get additional clinical data on 380 before partnering the compound to increase the economics of the deal.

3. The 2010 calendar milestones remain largely unchanged from what was posted in #msg-45521735 .

4. ARRY-162 has moved into biliary cancer patients in Phase 1 trials, because biliary cancers have high IL-6, TNF, angiogenesis, and BRAF mutations. AZD6244 showed success in this indication before with 3 PRs, prolonged PFS, and a quality of life benefit (weight gain in a tumor type that is cachexic) in a prior trial, so ARRY is hopeful that 162 will be successful. Japan has over 78,000 biliary cancer patients.

5. Trial design for 162 in biliary tract cancer will look at biomarkers (BRAF and others) to assess activity of the drug. ARRY wants to see the relationship between mutation status and response and see if 162 spurs weight gain and adds to patient pain relief.

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ARRY also expects to present data on 162, 543 and 380 by the 1st half of the year.


http://seekingalpha.com/article/186072-array-biopharma-inc-f…

mfg ipollit
 
aus der Diskussion: Biotech Depot 2010
Autor (Datum des Eintrages): ipollit  (04.02.10 20:21:13)
Beitrag: 126 von 334 (ID:38883728)
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