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Biotech / Medical : momo-T/FIF

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To: Biotech Jim who wrote (11059)	3/6/2017 4:10:06 PM
From: tuck	Read Replies (2) of 12215

TGTX: I was tempted to sell when it hit double digits. With no OS data, I wonder about the marketability of the combo. Any thoughts about that? I still hold out hope the their delta inhibitor has efficacy to go with the safety; success with ublituximab would be icing on the cake. It's not a huge position for me. Neither is PIRS. The only bear case I'm aware of is that the lead program could be commercially obviated if FGEN is successful, as roxadustat also seems to hit hepcidin in a helpful way, and is closer to commercialization. Good to have you kicking the tires. I haven't looked closely at the abstract data versus what's already been published about 343, and probably won't get to it till tomorrow. What did you see that you liked there? Edit: forgot, I actually sold PIRS a few days ago given the above stated bear case. Oh, well, at least the charity portfolio will benefit from today's news. TIA & Cheers, Tuck

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