Replies to post #145793 on Biotech Values

[mcbio]

The 5619 doses are different so I think its difficult to say whether it'll have good results in schizo.

The high dose they're testing in the ongoing Phase 2 trial is double that of the highest dose that was used in the prior Phase 2 and, of course as jq noted, that prior Phase 2 dose was titrated and wasn't even used throughout the study. So, we'll see what effect this much higher dose (50mg daily throughout study period as opposed to just 25mg for a fraction of the study at tail end) has in the ongoing schizo trial.

The Envivo Alzheimers results seem more convincing so perhaps that should be the target indication that 5619 will clearly do well in. Also 5619 is behind Envivo's so unless there is some clear differentiating feature it will just be a me too drug.

Yeah, I tend to agree with you. I would just add that there's obviously a huge unmet medical need in AD and room for a few entrants on the market even if the 2nd entrant doesn't have a lot of differentiation. Obviously, hopefully TRGT is able to show some differentiation in future trials on top of positive results. All told, not sure I'll still ever consider a position but I'm putting TRGT back on my radar. They're trading below cash, have cash till end of 2015, and maybe 5619 can turn sentiment around down the road.