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Trius Therapeutics, AŞ Message Board

  • drandon25 drandon25 Dec 14, 2012 11:13 AM Flag

    Zacks Analyst Jason Napodano’s Biotech Picks

    Trius with a phase 3 asset?an antibiotic?that looks to compete with Pfizer Inc.’s Zyvox (linezolid), a $1.5 billion ($1.5B) revenue drug. Trius is developing an improved, next-generation version of the drug called tedizolid. It has generated positive data in one phase 3 trial already. The second phase 3 trial is similar to the first, except that the patients will start on an injectable formulation of the drug and then transition to oral. Oral antibiotics tend to be prescribed for outpatients; if a patient is in the hospital she will tend to get an injection. The FDA wants to see whether there are any differences between the injection and the oral dose, but I don’t see a big risk here. The company has done bioequivalence and bioavailability studies to show that the dose in transition is the same for its molecule. Based on the improved characteristics of the drug versus Pfizer’s drug, this could potentially be a $500M or maybe even $750M product. At about $5/share today, we think Trius is pretty attractive based on that market opportunity.

    TLSR: Jason, Trius is trading at about a $200M market cap currently, which is rather small relative to the peak potential sales you mention. Do you have any idea why this stock has been weak?

    Sentiment: Buy