>> I guess the worry is that TLRK had nothing of significance to be leaked (bummer). <<
I guess I just don't have the right kind of an "of significance" attitude. I think "taxol". I was expecting a "phase II-like" indication that efficacy can be observed at a dose that can be tolerated. Because the company is so vocal about the imminent transition to phase III and because this sounds good to me.......
Roxanne Bales has served as our Vice President, Regulatory Affairs since January 2001. Ms. Bales joined Tularik from SangStat, where she had been VP of Regulatory Affairs. Prior to her work at SangStat, Ms. Bales was at Genentech, Inc. for 10 years where she most recently served as Senior Director, Regulatory. Ms. Bales received her BA and MA in Chemistry from the University of California, Irvine. In addition to her work at SangStat and Genentech, she has held positions in health-related fields such as cancer research, pharmaceutical and device development, and toxicology research.
..... , I think that it's a good bet.
But, I don't live and breathe this company, and it is a bet, a gamble, or whatever one would label a highly speculative investment. I won't/haven't bet the farm.
>> Maybe that's why the EVP for R&D left for other (greener?) pastures in early February. <<
That was one of biotech's prime slots. The nature of the transition seemed strained, so I haven't got an angle. The company could certainly do a better job of making the investor feel warm and fuzzy. But Tularik isn't lacking for good brains.
The programs are leveraged; four of them are hitting on novel targets. Gleevec fever could hit strong, and Tularik is a premium intracellular signaling company. Add that (1) they've retained full rights to most of their programs, and (2) they're pushing at very large markets (obesity, inflammatory diseases, others). |
