Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Array Biopharma target raised to $13 at Stifel — Still positive on fundamentals & longer-term optionality (10.87)Stifel raises their ARRY tgt to $13 from $8. While acknowledging strategic speculation has buoyed ARRY shares following the 4Q16 presentation of P3 COLUMBUS data and last month's Takeda/Ariad transaction, they believe a thorough review of the assumptions driving their model validates their confidence in supporting further valuation upside from here. Lingering regulatory risk associated with a potential June 2017 FDA approval in NRAS-mutant melanoma, the ability to sufficiently differentiate as a third-to-market entrant in what is a modestly-growing U.S. BRAF-mutant melanoma market, and the ability to dial-up a P3 win in the ongoing BEACON trial (BRAF-mutant mCRC) represent, in their opinion, manageable sources of risk to their longer-term estimates. They believe the number of other opportunities currently excluded from their (and Consensus) models — including ARRY-382, ARRY-797, NF1, BRAF-mutant NSCLC, MEK+PD-1/L1 — provide sufficient optionality to justify upside beyond the $11/share fundamental valuation implied by the binimetinib/encorafenib estimates now driving their model.</td> </tr></table>"