Biotech Values

[bellweather1]

TGTX Earnings Call...

Even a casual reading of this call suggests that the development and potential of both of tgtx's drugs(TG-1101(the anti-CD-20), and TGR-1202(the PIK3delta)), particularly in combination TXs, only continues to improve.

The 3-4fold exposure improvements via formulation tweaks of the delta would seem to provide another serious advantage, seeing as (despite competitive efficacy) they've (unlike the competition) seen no significant AEs to date, and therefore intend to continue the dose escalation. As such, tgtx's the only player in a position to increase exposure levels(and potential efficacy), which could confirm their delta as best in class(not to mention the CD-20).

Therefore, I continue to think people will eventually come to recognize tgtx as a major relative value(as well as growth)play at these market cap levels. IMO, worth a close read/listen:

http://seekingalpha.com/article/2214793-tg-therapeutics-tgtx-ceo-michael-weiss-on-q1-2014-results-earnings-call-transcript?uprof=44

Regards,

bw