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Trius Therapeutics, AŞ Message Board

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  • siamesekitty711 siamesekitty711 Mar 28, 2012 9:44 PM Flag

    Another alpha article - sure it will be below 4 tomorrow

    ZLCS market cap is around $140 million with about $50 million in cash. It is a little complicated to described since there are several types of products/projects (merger of companies) so it took me a while to DD. They have some partnered products in development and Exalgo on the market.

    They have 1 potential product that is an adjunct to treat RA symptoms (many patients on the new biologics still need help with steroids, but side-effects make this undesirable). The new product, Synavive, contains low dose (prednisolone and dipyridamole sustained release, the dipyridamole synergizes the prednisolone and the low dose prednisolone had no effects on BMD in a small trial). It will finish a 2B trial this summer.

    The other side of ZLCS is their ion channel modulators. These compounds appear to have less side-effects and can relieve pain better than gabapentin and morphine. ZLCS solved a serious formulation issue to provide Z160 (N-type channel) that will begin Phase 2 this summer. Z-944 (T-type channel) will have Phase 1 data this summer. Merck had a deal regarding the 1st compound worth almost 1/2 billion dollars, but couldn't find a suitable formulation (hence they returned it to ZLCS). ZLCS has solved the formulation issue with much less variability in the delivery. Try to look up their Cowen presentation from early March. These pain compounds could be very huge. If you think ARNA has potential, everyone has had pain, but not everybody has weight issues. ZLCS is a leader in this area with the science and IP. Look on the website. ZLCS was in the gutter below $1.10 and is starting to move.