Replies to post #80698 on Biotech Values

[mcbio]

Re: TASKi3 results/R788 safety vs. biologics

RIGL - This article in medscape appears to indicate that certain biologics may be more effective in treating RA than methorexate. Assuming that is correct then the patients enrolled in taski3 may have more advanced RA than those enrolled in taski2. In which case the results probably may not be as good as taski2.

I agree that the TASKi3 results may not be as good as TASKi2. The CEO essentially said as much during the conference call today. I think this is another reason why it makes sense to wait until after the TASKi3 results to add to, or establish, a position.

Are there clear safety advantages over the current injectable drugs?

No. In fact, the biologics may be considered safer than R788 in at least a small portion of patients. However, so far at least, the side effects appear to be manageable and R788 offers the much more convenient advantage of oral administration. Btw, efficacy seems to be fairly comparable between R788 and the existing biologics.