Replies to post #154960 on Biotech Values

[DewDiligence]

TGTX—Ublituximab should work as well as Rituxan, but I would be cautious about declaring it superior based on anecdotal information. (TGTX’s calling Ublituximab a third-generation anti-CD20 drug doesn’t mean anything consequential, IMO.)

There are a zillion Rituxan knockoffs on the market or in development, so this is going to be a tough way for any drug to garner large sales unless there is concrete evidence of superiority.

Still, with its tiny market cap and ample upside, TGTX would’ve been a sensible pick for the SI charity contest. (It still might be a good pick, but less so after the recent run-up in the share price given the contest rules for calculating a pick’s cost basis.)