Biotech Values

[bellweather1]

why are people interested in TGTX pipeline

Well, for one thing, Idelalisib, unlike TRG-1202(tgtx's PI3Kdelta inhibitor),has been associated with significant liver toxicity.

When you take that together with the fact that all such meds are ultimately going to be used in combination, the lowest tox agents are best suited for combinations, because, on balance, any combination is likely to be more toxic than monotherapy, and starting with low tox agents keeps total toxicity to a minimum.

Rituximab, though a wonderful drug for it's time, has already been shown to be much less effective and durable than the newer glyco-engineered(better binding)Anti CD-20s like Gazyva.

Tgtx's TG-1101(an anti CD-20) is in this same class as Gazyva, with apparently comparable efficacy and some possible advantages in terms of infusion time required(90mins vs approx. 3 hrs for Gazyva).

However, apart from the quality of tgtx's individual drugs, their biggest advantage may lie in the fact that they have both, all within a company with an Enterprise value of only about 100ml with an ultimate market opportunity in the billions.

Oh, and I forgot to mention that insiders own approx.51% of the company, so you can bet they're long term interests are aligned with those of the shareholders!