Biotech Values

[jaybe]

I'm new to TGTX but have grown cautious of PI3K inhibitors, granted mostly as single agents in solid tumors. Idelalisib/Ibrutinib have set the bar in R/R CLL that candidates must either meet at each stage or differentiate. Safety could work, but I see higher grade-3 AE's in the abstract than idelalisib's Phase 1 from ASCO last year (see link). Don't you think 3-4 fold concentrations will also impact toxicity? I'll be looking for firmer signs of activity from the presentation, more patients and actual ORR, a far more important comparator for efficacy in CLL.

http://meetinglibrary.asco.org/content/116074-132