After being pretty much ignored, it's nice to see Cempra finally getting some attention now at Seeking Alpha; there have been two postive articles posted there on Cempra on Jun 17th and 25th. I'd also like to see more attention paid to Durata (DRTX). I own all three of these similar companies developing new antibiotics CEMP, DRTX, and TSRX as I haven't been able to decide which one is best. I like TSRX the best but it has a market cap of almost double that of both CEMP and DRTX. DRTX is interesting because it will be filling both in the USA and Europe for approval later this year and is trading near its 52 week low. Cempra still has to complete some more trials before being able to file a NDA but I like the fact that it has two antibotics that it is testing for several different indications so long term it might be the best but at more risk as it still has to complete phase III trials.
The SA article states the solithromycin is similar to azithromycin (the 1 billion dollar Pfizer drug)...Ahhh take a closer look; Solithromycin looks nothing like Azithromycin. I'll tell what it looks almost like...Ketek (Tolithromycin, which was pulled due to liver toxicity). If the SA uses tolithromycin as their comparator the story doesn't sound so good. SA should compare apples with apples...nice pump article, but anyone with basic knowledge of chemistry can see through this. Why not just play it safe and come over to TSRX...where Tedizolid easily beats Linezolid (the 1.4 billion dollar Pfizer drug)