TGTX - TG-1101, we now are approaching 100% response rates in chronic lymphocytic leukemia patients." TG Therapeutics will start a Phase 3 study with ibrutinib later in 2015, and is looking at additional combinations. To give a sense of the potential, Pantginis shared the story of a patient who'd failed four previous Rituxan regimens and was about to be admitted to hospice. When put on TG-1101, she "converted to a complete response and hasn't looked back yet. And that was as a monotherapy. So very, very promising."
TG Therapeutics' second product, TGR-1202, is a PI3K kinase inhibitor, "again, a very hot target," Pantginis said. The drug candidate is showing "very good response rates in lymphoma patients. What's interesting is that this is a once-per-day drug, compared to twice-a-day with other drugs and, importantly, has not shown any of the liver toxicities seen with other PI3K inhibitors." He also noted that TG, with a $689M market cap, was a top-performing stock last year in biotech and is the Focus Pick of his firm. "We think the stock has room to grow here. . .these hot targets are literally just scratching the surface from TG."
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