Replies to post #219400 on Biotech Values

[jq1234]

This again points to mistake TRIL made by declaring MTD with 1st sign of DLT, rushing to expansion cohorts before adequate dosing work by exploring alternative dosing schedules of priming, frequency etc to increase dose.

Forty Seven eventually settled to a complicated and apparently needed and effective dosing schedule: “The Recommended Phase 2 Dose (RP2D) has been defined as a 1 mg/kg priming dose, followed by 30 mg/kg once weekly for three weeks, followed by a maintenance dose of 30 mg/kg every two weeks.”

[mcbio]

TRIL/FTSV -

Their data is indeed good - better than TRIL's except for what TRIL has shown in CTCL. I was indeed surprised that they were able to overcome the antigen sink so well and increase dose so much.

Let's see what TRIL is able to do now that they too are increasing the dose more aggressively. We should get some data at ASH. I'll be particularly watching CTCL and PTCL.

Thanks for the comments. I guess my potential concern for TRIL is whether or not there will be a continual overhang from FTSV's drug. Although FTSV doesn't seem to be currently pursuing the same indications TRIL is now focused on, I don't see why they couldn't do so in the future. Even if TRIL is in the lead now, that may not matter if FTSV truly has a better drug and pursues those indications down the road.

Also, am curious if FTSV intends to pursue similar indications with their second drug, which is an anti-SIRPalpha, and much more similar to the TRIL drugs. This is only in pre-clinical stage and they don't list the indications they expect to pursue on the pipeline page (haven't dug further in S1 or elsewhere).

Before all of these potential concerns, I sold out of TRIL at the beginning of the year after what I think was the Leerink conference. I just didn't like the vibe from that presentation. I also didn't like that the higher profile CMO left. But, that's not to say they can't turn things around. There doesn't seem to be much priced into the shares here so wouldn't take much to turn things around (I guess I'm just skeptical that will occur).