Biotech Values

[bellweather1]

TGTX(R/R post Rituxin in CLL)

I think what they were trying to demonstrate is that if you're going to use a CD20 as a single agent, their class of CD20(like gazyva)exhibits superior performance(and would be of value in rituxin failures).

However, since they've been suggesting all along that combos will likely become the standard of care in the treatment of B cell malignancies, I don't think they expect anyone to be using any single agent(CD20 or otherwise)in R/R in the near future.

Therefore, their combo studies(which I believe will be successful) are intended to demonstrate that combos will become best practice(due to superior response rate and durability)going forward.