Quick correction.
While PO vanco is used for C diff. that is kind of beside the point here. The Trius drug is targeted for MRSA and eventually should replace IV vanco and Zyvox. There is no other antibiotic being developed now with more promise. The market is huge and growing. The only debate is how fast it will gain market share.
Near term, the recent stock offering could put pressure here. A little longer term, I consider Trius very undervalued. Trying to time this is a fool's errand. To the poster who knows biotech and anticipates the slide below the offering price, when have you seen a stock sell three times normal volume at 10% over the offering price just days afterward? That was unanticipated!
fotd