Investment Thesis
Last week, in my research note on direct Trillium (TRIL) rival, Forty Seven (FTSV), I argued that Forty Seven was the pick of the immunology companies developing CD47 antibodies to treat various forms of cancer - including hematologic malignancies, diffuse large B-cell lymphoma ("DLBCL"), acute myeloid leukemia ("AML"), myelodysplastic syndrome ("MDS"), cutaneous T-cell lymphoma ("CTCL"), and peripheral T-cell lymphoma ("PTCL").
I still believe that this holds true when comparing Forty Seven to Trillium. The former has a market cap of $16bn compared to Trillium's $65.6m, has recently completed a public offering raising $195.6m