Biotech Values

[poorgradstudent]

TGTX:

I don't have too much of an opinion on the drug insofar as efficacy. However, the rallying cry behind this drug (on twitter) is centered on its putative improved AE profile versus competitors. Although this may be true (i think the data can be debated), i know at least one competitor who says they've identified the area of PI3K targeting drugs they believe is responsible for the transaminase elevations seen in the class. Preliminary clinical data from this new candidate drug appears to support their claim.

Therefore, I don't think the AE profile of the TGTX drug remains a unique advantage for them. In that regard, their lead in development time may be the one remaining advantage. We will see how well they execute.