Thank you for your usual comprehensive analysis. Just curious to know if AZ bought into the TIGIT program before the other Phases 3 failures. Seems like a poor bet.
Yes, AZ started partnering with Compugen on TIGIT components in 2021. TIGIT was a very hot target in the early 20s, with several players ultimately dropping out b/c of phase 3 failures. One of the scenarios of a promising new target that just hasn’t panned out (yet).
As you probably know, everyone seemed like they were investing in TIGIT in the early 2020s. Most players have since dropped m out b/c of phase 3 failures. While it currently seems like quite the uphill battle (now need to navigate through the negative narrative), you never know how things might pan out.
Thank you for your usual comprehensive analysis. Just curious to know if AZ bought into the TIGIT program before the other Phases 3 failures. Seems like a poor bet.
Yes, AZ started partnering with Compugen on TIGIT components in 2021. TIGIT was a very hot target in the early 20s, with several players ultimately dropping out b/c of phase 3 failures. One of the scenarios of a promising new target that just hasn’t panned out (yet).
POS thoughts on AZN program?
As you probably know, everyone seemed like they were investing in TIGIT in the early 2020s. Most players have since dropped m out b/c of phase 3 failures. While it currently seems like quite the uphill battle (now need to navigate through the negative narrative), you never know how things might pan out.