Jul. 2 at 10:31 PM
$TTRX I’ll continue to point this company out. Up 20% since my last post, mostly tracking with XBI, but will be up quite a bit further with the next catalyst.
What I would love to see: open up more enrollment sites to get this trial sped up. Took way too long to get to the initial interim P2 readout for eczema. I would like to see the next readout in Q3.
And start the phase 3 onychomycosis trial! This company should have two phase 3 trials going by end of year, each with a likely best-in-class profile for a topical, with potential multi-billion TAM. That multi-billion TAM comes from expanding the topical market and taking away from the more expensive, less convenient systemic biologics.
Ton of potential here 👍
