Copyright © 2013 Knight Sac Media. All rights reserved.http://www.siliconinvestor.com/subject.aspx?subjectid=55588Welcome. Please contribute.http://www.siliconinvestor.com/images/Logo380x132.pnghttp://www.siliconinvestor.com/subject.aspx?subjectid=5558838013210mcbioYeah I took a few chips off the table recently but still hold the majority of my position. Plan is to continue to hold until we get some concrete news, though I could well consider exiting before then if this run-up continues in a meaningful way.http://www.siliconinvestor.com/readmsg.aspx?msgid=288547674/23/2013 6:55:27 PMmcbioThanks. So, sounds like involved in the space but way early and way behind the competition.http://www.siliconinvestor.com/readmsg.aspx?msgid=288547634/23/2013 6:53:46 PMmopgcwbeen a great run here last bit; only have a small position, but can't help but think to take 1/2 off and play with the market's money for the rest of the ride...http://www.siliconinvestor.com/readmsg.aspx?msgid=288542054/23/2013 2:43:04 PMscaram(o)ucheMost companies have "long-shot" projects which are assigned (or funded by) postdoc-like positions. Looking for patent claims and a miracle... Hail Marys. But this made it to monkeys, big bucks. Very unlikely that we'd learn of a live project, first, thru pubmed. Best! Rickhttp://www.siliconinvestor.com/readmsg.aspx?msgid=288515754/22/2013 12:55:21 PMmcbioI'm confused here. ARRY has a BACE1 inhibitor in development? Never heard any reference to this before.http://www.siliconinvestor.com/readmsg.aspx?msgid=288477214/19/2013 11:01:24 PMscaram(o)ucheJ Med Chem. 2013 Apr 16. [Epub ahead of print] Spirocyclic ß-Site Amyloid Precursor Protein Cleaving Enzyme 1 (BACE1) Inhibitors: From Hit to Lowering of Cerebrospinal Fluid (CSF) Amyloid ß in a Higher Species. Hunt KW, Cook AW, Watts RJ, Clark CT, Vigers G, Smith D, Metcalf AT, Gunawardana IW, Burkard M, Cox AA, G...http://www.siliconinvestor.com/readmsg.aspx?msgid=288464494/19/2013 1:27:15 PMtom pope On March 27, 2013, Array entered into a Sales Agreement (the "Sales Agreement") for an at-the-market offering of shares of our common stock with Cantor Fitzgerald & Co., as sales agent thereunder ("Cantor"). Subject to the terms and conditions of the Sales Agreement, Array may from time to time issue and sell throug...http://www.siliconinvestor.com/readmsg.aspx?msgid=288033893/27/2013 10:28:28 PMscaram(o)ucheCertain that there are lurkers here who also are appreciative, thanks! Let me know if you do NOT want to see this sort of stuff..... Clin Cancer Res. 2013 Mar 20. [Epub ahead of print] Characteristics of Lung Cancers Harboring NRAS Mutations. Ohashi K, Sequis LV, Arcila ME, Lovly CM, Chen X, Rudin CM, Moran T, ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287958703/23/2013 5:37:00 PMmcbiohttp://www.siliconinvestor.com/readmsg.aspx?msgid=287927613/22/2013 1:25:01 AMmcbiohttp://www.siliconinvestor.com/readmsg.aspx?msgid=287666093/7/2013 9:45:21 PMscaram(o)ucheYeah, of course. But I was looking from the view of having dissed 520 as I was walking out, and now there is enthusiasm and $. Not talking paper money, talking selling the bottom. :-( And you gave your reason for enthusiasm early, and Sally shares it. So quit being humble. :-) Best! Rick http://www.siliconinvestor.com/readmsg.aspx?msgid=287552863/1/2013 10:16:56 PMmcbioNew MEK162 study (uveal melanoma; single-agent selumetinib has had strong results here so not a surprise): clinicaltrials.gov  .http://www.siliconinvestor.com/readmsg.aspx?msgid=287552593/1/2013 9:55:49 PMmcbioWell, it's only the correct decision when you sell and actually realize the gains. And I have no plans of selling any time soon (want to wait to see how 520/614 develop further). So, I'll temper my excitement. ; )http://www.siliconinvestor.com/readmsg.aspx?msgid=287552563/1/2013 9:53:29 PMscaram(o)ucheand the appreciation since I bailed! Frustrated, you clearly made the correct decision. I made the wrong decision, in frustration. Not the first time. Sally is the Energizer Bunny. I may be back. Incredible day for small cap cancer stocks, what happened? Best! Rickhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287552523/1/2013 9:50:03 PMmcbiohttp://www.siliconinvestor.com/readmsg.aspx?msgid=287552433/1/2013 9:42:06 PMscaram(o)ucheClin Cancer Res. 2013 Feb 26. [Epub ahead of print] Phase II trial of MEK inhibitor selumetinib (AZD6244) in patients with BRAFV600E/K-mutated melanoma. Catalanotti F, Solit DB, Pulitzer MP, Berger M, Scott SN, Iyriboz T, Lacouture ME, Panageas K, Wolchok JD, Carvajal RD, Schwartz GK, Rosen N, Chapman PB. Human O...http://www.siliconinvestor.com/readmsg.aspx?msgid=287544733/1/2013 1:25:30 PMscaram(o)ucheChuckle. Now that you mentioned ct.gov, I do remember having found this dead end before. Thanks!http://www.siliconinvestor.com/readmsg.aspx?msgid=287511692/28/2013 12:34:58 AMmcbioInteresting. But, it looks like that was completed awhile ago and there are no other studies listed for the drug on clinicaltrials.gov. Doesn't seem like AZN is going anywhere with it.http://www.siliconinvestor.com/readmsg.aspx?msgid=287510142/27/2013 11:24:27 PMscaram(o)ucheDidn't have a clue that this second molecule was in clinical testing (emphasis mine).... Eur J Cancer. 2013 Feb 20. pii: S0959-8049(13)00075-0. doi: 10.1016/j.ejca.2013.01.013. [Epub ahead of print] A phase I dose-finding, safety and tolerability study of AZD8330 in patients with advanced malignancies. Cohen RB, ...http://www.siliconinvestor.com/readmsg.aspx?msgid=287489752/27/2013 7:52:17 AMmcbioThanks! I appreciate it. Certainly willing to hold for all of this year if need be but may not be as inclined the closer we get towards the debt due in 2015/2016.http://www.siliconinvestor.com/readmsg.aspx?msgid=287109382/6/2013 10:15:55 PMscaram(o)ucheI hung in there for a loooooooong time, and I kept a small position. Pulling for them and you. Best! Rickhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287109242/6/2013 10:06:41 PMmcbioI actually tend to agree with your skeptical take on the CC. I am just going to assume 797 will never be partnered. I believe this was the second time the partnering timeline was pushed back. Most recent guidance was mid-2013 and that became a hopefully by the end of 2013 in this CC. I like to play it conservative,...http://www.siliconinvestor.com/readmsg.aspx?msgid=287107842/6/2013 8:35:07 PMscaram(o)uche>> Good presentation << Squarer is such a pumper. I like that, except when I don't. 614.... the new formulation was of great interest to me, getting to tie2 activity. We've heard the description, and I was sort of disgusted that, last presentation, we'd dropped to 3X. Now, this last presentation, it's now down to 2...http://www.siliconinvestor.com/readmsg.aspx?msgid=287099852/6/2013 1:40:29 PMmcbioThanks, though I don't think I can take the credit. I also contacted ARRY (just after midnight today) and they said they had been in contact with the author over the weekend, so it would appear they were on it before me. Just happy things got corrected. Kudos to the author for the correction, which reads fairly to m...http://www.siliconinvestor.com/readmsg.aspx?msgid=287067092/4/2013 9:14:20 PMtuckI see it had the desired effect, good job. I don't follow the company as much as I used to. Cheers, Tuckhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287054602/4/2013 12:05:34 PMmcbioI think it's a BS Bloomberg article and have contacted both the author and editor of that article to try and point out to them that, IMHO, it's materially misleading. Could selumetinib be shelved entirely at some point in the future? Sure. Has it been entirely shelved right now? No way, per the various slides to the 1/...http://www.siliconinvestor.com/readmsg.aspx?msgid=287047342/3/2013 11:24:09 PMtom popeThere's discussion of this over at Dew's. I'm sure you know this but other readers here may not follow him.http://www.siliconinvestor.com/readmsg.aspx?msgid=287044692/3/2013 7:12:09 PMtuckBut hearing this doesn't quite gybe with the slides shown during the quarterly presentation, which shows it's been discontinued in certain combos (studies completed?). Also, company execs seem to be showing continued support per the transcript. So the quoted sentence may be an authorial gaffe. Cheers, Tuckhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287044102/3/2013 6:21:06 PMtuck"AstraZeneca has ended nine drug development programs since June 30, including selumetinib for solid tumors . . ." http:// Cheers, Tuckhttp://www.siliconinvestor.com/readmsg.aspx?msgid=287040622/3/2013 1:52:26 PMmcbioHopefully the poster will show actual PFS data from the trial (appears that was supposed to be measured in the trial) and hopefully that data will be disclosed.http://www.siliconinvestor.com/readmsg.aspx?msgid=286829611/23/2013 7:13:07 PMscaram(o)uchehttp://www.siliconinvestor.com/readmsg.aspx?msgid=286815231/23/2013 9:51:08 AMmcbiohttp://www.siliconinvestor.com/readmsg.aspx?msgid=286805881/22/2013 6:46:46 PMtom popeI would have had a very decent day today except I have too much ARRY. ACAD was even worse.http://www.siliconinvestor.com/readmsg.aspx?msgid=286689491/16/2013 9:58:46 PMscaram(o)uchehttp://www.siliconinvestor.com/readmsg.aspx?msgid=286573661/11/2013 2:32:01 AMmcbioThe fact that FDA has agreed to hematologic improvement as primary endpoint for pivotal 614 trial, as opposed to much higher bar of OS, seems like very good news to me.http://www.siliconinvestor.com/readmsg.aspx?msgid=286569511/10/2013 9:56:44 PMscaram(o)ucheGood presentation. Clear route forward for 614, in event project looks go. First mek162 phase III, Squarer emphasizes completion in 10/14...... clinicaltrials.gov  Estimated Enrollment:393Study Start Date:April 2013Estimated Study Completion Date:October 2014Estimated Primary Completion Date:October 2014 (Final data...http://www.siliconinvestor.com/readmsg.aspx?msgid=286516081/8/2013 7:15:53 PMscaram(o)ucheItem 1.01 Entry into a Material Definitive Agreement. On November 29, 2012, Array entered into a Third Amendment to Drug Discovery and Development Agreement with Celgene Corporation (the “Amendment”), which amends the Drug Discovery and Development Agreement dated June 17, 2009 between Array and Celgene. Under the ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2858434912/4/2012 4:11:42 PMscaram(o)ucheYeah, and I believe Novartis. :-) Seriously, they've had plenty of time to look at dabrafenib before making claim, and opposite isn't true.http://www.siliconinvestor.com/readmsg.aspx?msgid=2858263912/3/2012 9:11:57 PMmcbioAccording to ARRY, NVS thinks their BRAF inhibitor will be the best. Hard to say; both companies are going to talk their book. Just have to see how it plays out in the clinic.http://www.siliconinvestor.com/readmsg.aspx?msgid=2858244612/3/2012 6:50:25 PMscaram(o)ucheI guess this is it.... operable primaries, and "adjuvant" in the surgical sense. clinicaltrials.gov  So never mind. :-) and this may be of interest, testing a new formulation of trametinib... clinicaltrials.gov http://www.siliconinvestor.com/readmsg.aspx?msgid=2858137612/3/2012 10:41:10 AMscaram(o)ucheGSK slide from their (ongoing) pipeline review.... expect (1) b-raf inhibitor to be best in class, and (2) additional b-raf plus trametinib phase III trials to launch immediately in "adjuvant" setting. As some know, trametinib is a "reversible, highly selective allosteric inhibitor of MEK1/2 activation and kinase activ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2858128012/3/2012 10:08:00 AMmcbioWell, 520+carfilzomib ASH data is out. See: myelomabeacon.com  . For six patients that have completed at least 1 cycle, 17% achieved a near CR and 67% have SD and are continuing treatment. Would be curious to know how this data compares to single-agent carfilzomib. Note that these patients had a median of four pri...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855848911/19/2012 5:33:29 PMmcbioThanks for the additional color and caveats. I'm certainly not predicting success for 520; just saying that I don't view it as a completely worthless asset as I used to. If it can't add meaningful benefit on top of carfilzomib/Velcade, it's likely a non-starter for sure. No disagreement from me there. I'm primarily...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855816211/19/2012 3:12:59 PMscaram(o)ucheI just don't understand where the passion comes from, for a scientist, to design chemo (an anti-mitotic) for patients who have failed chemo. We have studies that follow in the shadow of ipilumimab, aiming at "cancer specificity". We have agents that are targeted to enzymatic disruptions that are malignancy-specific. ...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855775811/19/2012 12:48:17 PMmcbioI'm not sure I understand your skepticism on 520. Mind you, I had pretty much left the drug for dead after the single-agent data, which didn't seem all that impressive. But, the combo data w/dex looks pretty good to me, as ARRY claims the data is comparable to pomalidomide and carfilzomib even though their studies in...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855486911/17/2012 1:07:20 PMscaram(o)ucheThanks! >> ARRY expects that there will be combo data for the 8, 9, or 10 combo trials that NVS is running with MEK162 at ASCO 2013 << Can't wait, exactly what I was hoping for! Not certain that I can come up with even 8 combo trials, but they've used the figure ten previously. Perhaps a LEE011 trial is already r...http://www.siliconinvestor.com/readmsg.aspx?msgid=2855280111/16/2012 12:28:20 PMmcbiohttp://www.siliconinvestor.com/readmsg.aspx?msgid=2855145111/15/2012 8:19:45 PMmcbioI think any time a small-cap biotech has less than a year of cash remaining, as ARRY did in this case, you really shouldn't be surprised with any kind of dilution at any time. That's my experience at least.http://www.siliconinvestor.com/readmsg.aspx?msgid=2853811811/9/2012 11:42:02 PMscaram(o)ucheThanks again! True for all three pi3k-targeted Novartis molecules combo'd with 162, the bkm120 trial is already launched..... clinicaltrials.gov http://www.siliconinvestor.com/readmsg.aspx?msgid=2853778211/9/2012 8:00:34 PMtom popeAs you suggested over on iHub, dilution is a fact of life in biotech investing. I wonder if anyone has ever tried to come up with a predictor from within what is known of a company's cash flow to forewarn of these unpleasant events. This is my first one since DVAX, I think, so I've been lucky. http://www.siliconinvestor.com/readmsg.aspx?msgid=2853763411/9/2012 6:52:39 PM