Completed the acquisition of Kineta, Inc. and its VISTA inhibiting monoclonal antibody (mAb), now named "TBS-2025;" planning to initiate a Phase 2 trial in relapsed/refractory NPM1-mutated Acute Myeloid Leukemia (AML) in combination with a menin inhibitor in 2H 2025 Initiated a Phase 3...
Related Questions
How does the upcoming Phase 3 trial timeline and design impact the valuation and risk profile of the stock?
What are the expected regulatory pathways and timelines for FDA or EMA approval of TBS-2025, especially in combination therapy?
Will the Phase 3 initiation be funded entirely by cash on hand, or will the company need to raise additional equity or debt?
How does TUH’s current valuation compare to peers developing similar immuno‑oncology assets, such as anti‑PD‑1/PD‑L1 or other checkpoint inhibitors?
What potential partnership or licensing opportunities could arise from the successful Phase 2/3 results, and how might they affect dilution or share price?
What are the key risks (clinical, regulatory, competitive) that could materially affect the stock price after the upcoming data readouts?
How will the acquisition of Kineta and the addition of TBS-2025 affect TUH's cash runway and need for additional financing?
What are the expected timelines and milestones for the Phase 2 trial in NPM1‑mutated AML, and what are the criteria for success?
How does the potential combination of TBS-2025 with a menin inhibitor compare to existing therapies for relapsed/refractory AML in terms of efficacy and safety?
What is the market size and commercial potential for a VISTA‑inhibiting monoclonal antibody in AML and other indications?