vTv Therapeutics Inc (VTVT)

[Amatuer17]

The Roth conference call is very good to listen to - wait till Q&A

http://wsw.com/webcast/roth31/vtvt

Here is the summary -

==. TTP488 - Alz - topline readout will be Mar'18 - co is ready to go into commercialization for that product byt will seek partners. They seem quite confident (like all biotech people) but tone was not overly confident.
Listen to some details on halflife etc
This looks very promising as it has a diff MOA

== Diabetes drugs - very successful P2 for both. For one drug TTP399 -scientific paper already submitted as promised - should be out soon.
Company is clear that they cannot handle P3 for either of the drug as these trials are long and large.
So co is actively looking for partners in near term.

I think this will be a good trigger for SP as co was started by ex-Merck team and they had collaboration with Novo as well. They could find BP partners in near term - specially due to special features of each of them.

==. Cash position - $52 million at the end of Dec'16. Sufficient to operate till next March for ALZ topline readout.
They won't move the Diab drugs any further without partners.
In addition, they have few other sources of funds lined up.

== Misc - the Dermatology PDE4 inhibitor drug gave much better results in P1 compared to other PDE4 drugs - very low side effects

So
1 drug in P3 - enrollment completed
2 drugs completed successful P2 - awaiting partners to go in P3
1 drug completed successful P1
1 drug P1 on going

Indications - Alz, Diabetes, Dermatology, muscle pain

Cash on hand 50 million

Looks very attractive.