Replies to post #326 on Equity Field Notes from temporal sources

[DanWebzster]

TSRO has lost 3/4 of its value in the last 12 months.

This decline in equity value is mostly due to lower than expected sales of Zaluja along with poorly controlled operating expenses.

First full year sales of Zaluja = ~230mn

Patent expiration for Zaluja is 2030.

Pipeline is focused on combo trials with Zaluja including Ovarian and Triple Negative Breast Cancer.

Triple Negative Breast Cancer is an unmet need and this program should be monitored closely

Zaluja is likely to face even more competition from more advanced therapies.

TSRO is not a viable standalone company, A take-out between $55 - 70 is likely. I will be watching this closely if it makes it to tax loss selling season.