Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Trillium Therapeutics -- Ignore unavailable to you. Want to Upgrade?

To: Bladerunner17 who wrote (138)	1/4/2018 6:51:54 PM
From: ghmm	Respond to of 294

I actually added a bit today too. I tend to hold long term and just wanted to build a little bigger position. As for now I thought they're actually in better shape than a year ago (cash and progress). I was disappointed they don't have more combination cohorts but I guess when your a tiny company you don't want to be paying for a lot of expensive drugs. Even if they're not ready to do a deal (from their end or enough data to attract a partner), I hoped they could do a Nektar like collaboration with someone where each supplies drug that could open up more combination cohorts. Nektar had a very liberal 2 year tie up to do so with BMY (which ends later this year).

To: Bladerunner17 who wrote (138)	1/4/2018 7:26:52 PM
From: Miljenko Zuanic	Respond to of 294

Maybe I am mistaking, but seams to me that TTI-621 has small chances (except intratumoral delivery for localized cancer) to stand on its own. So, going forward, they have work to complete showing potential partner that there is significant opportunity in combination. Normally, potential partner need to be pre-deal involved in R&D efforts, to do considered as serious partner. By this, I do not see share to advance forward near term. I do not see rush to increase position. I do have "not so big" position, and am OK. For what is worth, my 2 cents.