You raise a lot of issues, but I'll do my best to respond in terms of what I believe are the top priorities(for a stockholder):
1) I didn’t say it(TGR-1202) would be BIC, only that I believe this data(combined with the favorable tox profile) suggests it has an excellent shot-yet to be proven one way or the other.
2) I would disagree with you that a BIC PI3K drug(with a favorable tox profile) may not have a market. I don’t think there are many people in the B-cell therapy sector that would deny the value of such in a variety of combos.
3) Although TGTXs combo final results may be a few years off, I think more importantly, we should be in possession of proof of concept information for both drugs in 2 combo therapies, in addition to longer term(convincing) mono therapy data for both, by the end of this year(see timelines listed in latest slide presentation below):
2014 Milestones (see pg23 of PDF linked below)
1H 2014 Determine optimal dosing for TGR-1202 as single agent
Enroll Ph. 2 TG-1101 + Ibrutinib in CLL and MCL
Enroll Ph. 2 TG-1101 + TGR-1202 in B-cell Malignancies
Q2 2014 ASCO - Present updated single agent data for TG-1101 & TGR1202
EHA - Present prelim combo data for TG-1101 + Ibrutinib (June, 2014)
Q3 2014 Pan-Pacific - Present prelim combo data for TG-1101 + TGR-1202 (July, 2014)
At that point, assuming the data holds up and progresses as I think it will(if not well before>>>like now!) relative value issues will certainly come into play, and a company with a measly Ent. Value of approx 120ml with 2 very active drugs that it can use in combo, either by itself, or with those of other companies, will come into bold relief and a very significant revaluation should occur.
Remember, the first 2 combo preliminary results are due within the next 2 months...
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