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Trius Therapeutics, Inc. (TSRX) Message Board

  • chimakot chimakot May 16, 2013 10:15 AM Flag

    From today's seeking alpha article. I like it!

    Conclusion

    We have been and continue to be big fans of Trius Therapeutics and tedizolid. We believe the commercial opportunity for Trius' tedizolid monotherapy is significant, at roughly $750 million worldwide. We see the story as mostly derisked, given the positive and consistent results from the two phase III studies in skin infections. We believe tedizolid can gain meaningful market share after commercialization based on superior dosing, safety, tolerability, and potentially improved efficacy in a growing number of vancomycin and linezolid-resistant strains. Upside comes from adding bacteremia and pneumonia to the label.

    Trius owns unencumbered U.S. and EU rights to tedizolid. The company has partnered with Bayer Healthcare for the commercialization of tedizolid in the Asia/Pacific market. We believe the company is seeking a European commercial partner and in talks to close a deal hopefully soon. As of now, we suspect that Trius would like to keep U.S. rights to tedizolid themselves, and follow the model that Cubist has successfully developed with Cubicin. Keep in mind though that Cubicin will lose exclusivity in 2017. However, the news that Trius has now obtained a patent that could extend the market exclusivity of daptomycin beyond 2017 certainly should raises eyeballs from Cubist management. We believe investors should pay up to $12 per share for Trius - Cubist could pay a whole lot more. See PropThink's latest report on Cubist, released early this week, here.

    Let's Ride!

    Sentiment: Strong Buy

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