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Trius Therapeutics, Inc. (TSRX) Message Board

  • chimakot chimakot May 22, 2013 8:42 AM Flag

    TRIUS is in a sweet spot and clearly will be wanted by bigger fish.....The Street!

    What has really sparked investor interest, however, is the recent Trius announcement of a new patent allowance for a "therapeutic combination of the experimental medicine tedizolid phosphate with a currently available antibiotic daptomycin." [Daptomycin is the scientific name for Cubicin.]

    A fixed-dose combination of tedizolid and Cubicin could limit the small but growing problem of Cubicin resistance and therefore be good for patients. From an investment perspective, the combination of the two drugs is equally positive because it might allow Cubist to protect Cubicin revenue even after patents expire starting in 2018. While the combination would likely not receive New Chemical Entity status given that both drugs would be already approved, Cubist could receive up to five years of market exclusivity if tedizolid-Cubicin is deemed a therapy for a qualified infectious disease.

    I'm not guaranteeing a Cubist acquisition of Trius, despite the positive synergies. The two companies may choose to become partners, just like Cubist did with Optimer, or they may do nothing at all. I do believe, however, that deal-making activity will increase between developers and marketers of antibiotics. Cubist, in particular, has been clear about wanting to grow revenue and it's my belief the company needs to look outside for that growth. Trius has already announced plans to find a European partner for tedizolid and Cempra recently brought on a Japanese partner for its antibiotic solithromycin.

    An uptick in antibiotic deal making has already started.

    Sentiment: Strong Buy

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