Biotech Values

[mcbio]

TRIL/FTSV -

My take on TRIL PR

Peter, would be curious to hear your current thoughts on TRIL in light of FTSV's clinical PoC data: http://www.fortyseveninc.com/news/forty-seven-inc-announces-proof-concept-data-two-clinical-trials-5f9-patients-advanced-solid-tumors-and-non-hodgkins-lymphoma .

In particular:

1. Are you surprised that FTSV is showing much better data than what TRIL has shown to date in clinic with TTI-621?

2. Are you surprised that FTSV has apparently overcome the 'antigen sink' issue?

3. Would you agree that FTSV has a much broader opportunity with 5F9 based on the data (including the 2 PRs as mono therapy in ovarian cancer) than TRIL's TTI-621 given that '621 seems now to only be limited to T-cell malignancies?

4. Any thoughts on upcoming FTSV IPO?