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Cubist Pharmaceuticals, Inc. Message Board

  • cleent cleent Mar 22, 2002 1:32 PM Flag

    Many reasons to short cbst

    Guys, it is the time to short this pig. Here are the reasons:

    1). This drug would never make any profits to CBST if it got approval. The indication for SSI has very limited market with so many players.

    2). This drug has very narrow therapeutic index. Clinicians may be reluctance to use due to liability reason.

    3). CBST has no control of production of drug substance. It will be very difficult for it to make a huge profits.

    4). The mode of action of this drug is to destroy cell membrane which may has other undetected cytotoxic effect.

    5). CBST already oversold this drug even before FDA takes a look at the data. It has a very bad reputation with FDA.

    6). CBST has no any backup drug in pipeline.

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    • I'll grant you #6, but the rest is far-fetched. We are dying (literally) for an antibiotic like Cidecin.

      --Steve (M.D.)

    • You wrote:

      1). This drug would never make any profits to CBST if it got approval. The indication for SSI has very limited market with so many players.

      It is not "SSI", it is "SSTI" (skin and soft tissue infections). Cidecin is to replace Vancomycin the standard treatment for SSTI. Bacteria have been developing resistance to vamcomycin. But in any case, do you know what off-label use is?

      2). This drug has very narrow therapeutic index. Clinicians may be reluctance to use due to liability reason.

      It is for gram positive infections, that is not narrow, what are you talking about?

      3). CBST has no control of production of drug substance. It will be very difficult for it to make a huge profits.

      Huh? Can you post a link?

      4). The mode of action of this drug is to destroy cell membrane which may has other undetected cytotoxic effect.

      Talk based on reality, toxicity tests have been done, at the present dose and mode of administration it is safe.

      5). CBST already oversold this drug even before FDA takes a look at the data. It has a very bad reputation with FDA.

      Don't know what you are talking about. Can you present some evidence?

      6) CBST has no any backup drug in pipeline.

      This I will grant you, but my point is that Cidecin, being a new class of antibiotic, will be used against bacteria that are developing resistance worlwide to already existing antibiotics. I expect Cidecin to be a big seller. That will give time for oral ceftriaxone to advance in the pipeline, plus I also expect Cubist to perform some product adquisitions.

      Time and Patience are The Way to Profits!

      • 2 Replies to bioinvestor2000
      • Bio...Your heart is in the right place, but let me take a crack as this idiot...


        You wrote:

        1). This drug would never make any profits to CBST if it got approval. The indication for SSI has very limited market with so many players.

        It is not "SSI", it is "SSTI" (skin and soft tissue infections). Cidecin is to replace Vancomycin the standard treatment for SSTI. Bacteria have been developing resistance to vamcomycin. But in any case, do you know what off-label use is?

        Technically, it's cSSS (complicated skin and skin structure) infections, as per FDA guidance documents, and - yes - replacing vanco for that indication is HUGE!

        2). This drug has very narrow therapeutic index. Clinicians may be reluctance to use due to liability reason.

        It is for gram positive infections, that is not narrow, what are you talking about?

        Therapeutic index is the relationship between the "safe" dose and "effective" dose - the orginal statement (moronic as it is) does not refer to spectrum. The fact of the matter is that dapto is as safe as a semi-synthetic penicillin in the blinded, controlled Phase 3 studies! Can't get much safer than that!

        3). CBST has no control of production of drug substance. It will be very difficult for it to make a huge profits.

        Huh? Can you post a link?
        He (She?) has NO CLUE!

        4). The mode of action of this drug is to destroy cell membrane which may has other undetected cytotoxic effect.

        Talk based on reality, toxicity tests have been done, at the present dose and mode of administration it is safe.

        Dapto does not "destroy cell membranes" - again, NO CLUE!

        5). CBST already oversold this drug even before FDA takes a look at the data. It has a very bad reputation with FDA.

        Don't know what you are talking about. Can you present some evidence?

        Why would FDA encourage CBST to file the NDA with just the skin indication if it has such a bda reputation???? Because the drug fills an imkportant medical NEED, perhaps????

        6) CBST has no any backup drug in pipeline.

        This I will grant you, but my point is that Cidecin, being a new class of antibiotic, will be used against bacteria that are developing resistance worlwide to already existing antibiotics. I expect Cidecin to be a big seller. That will give time for oral ceftriaxone to advance in the pipeline, plus I also expect Cubist to perform some product adquisitions.

        Well said!

        I'd like to know where this guy gets his information - probably wrapped around a piece of Bazooka!

        Time and Patience are The Way to Profits!

      • Guys,

        Please don't some homework before going hyper. You will lose your shirt before long. Don't be too excited.

    • go back to bed

 
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