Replies to post #177969 on Biotech Values

[bellweather1]

TGTX Pop Etc...

Hi Dew,

That's what I presume-apparently, the data forced at least some cadre of informed reviewers to connect the dots...

And, after the effective demise of GILDs syk/idelalisib combo in B-Cell therapy, as well as the ABT-199/Rituxin recurrence of severe side effects and a death(again from Tumor Lysis Syndrome)in the same tx sphere,

I think a number of people recognized that TGTXs combos potential, if only by exclusion, had just took a major leap forward.

Seeing as INFIs PI3K delta/gamma has already shown some serious problems with toxicity, I would think the GILD and ABT combo problems have cast a shadow regarding future combinations of that drug in B-Cell therapies(which probably explains much of their drop today:-5.10%).

Therefore, of the PI3ks, its starting to look(particularly in view of its safety profile), like TGR-1202 may be the prime combo candidate in this space, both for combinations with it's own anti CD-20(TG-1101), as well as other meds.

This, of course, increases the perceived value of TGTX(the company) considerably, thus today's pop.

Needless to say, if this isn't just a fantasy rxn(and the combos are as safe and effective as I expect),in a multi-billion dollar market, the approx. 120ml enterprise value of this company is absurdly low, and we're just getting started here.

Finally, such a discrepancy between potential and current market value is also likely to ultimately put this company in play(particularly since the ceo signaled early on that he was open to such a possibility, or any possibility, if the price was right!).

BTW, Congrats on the nice partial recovery of MNTA today!

Best regards,

bw