Replies to post #178027 on Biotech Values

[bellweather1]

Ok, now I see what you're referring to with ORR(a lot easier going thru slides while you listen to the presentation(which I didn't)).

I assume you mean ORR as referring to the sum of PRs and CRs that includes both peripheral and nodal responses.

In that case I'm not sure TGs delta will reach 85% as mono-therapy. But since it's primary indication is intended to be as part of a combo-preferably with meds that are more effective in eliminating peripheral lymphocytes(like TG-1101, TGs anti CD-20), I don't think that really matters. What will is nodal efficacy plus a durable low tox profile.

And in that department, I think it's got a great shot. In other words, it really just has to perform as well or better than the competition(in nodal efficacy) minus the toxicity to be BIC(from a combo POV), and that's what I expect.

Since it will be part of a combo, the other drug should take care of the peripheral clearance(which appears, in general, to be no problem for TG-1101).