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Trius Therapeutics, AŞ Message Board

  • chimakot chimakot May 2, 2013 11:22 AM Flag


    From today's SA article...interesting read and one that makes sense.

    PropThink contributors Jason Napodano and Dr. Aafia Chaudhry laid out the full bull thesis in December of last year, and they see fair value for TSRX at $12. Clearly there's upside to be captured, and while Napodano doesn't necessarily expect Trius to partner tedizolid in the U.S., we think there's good reason for Pfizer to be eyeing tedizolid -- and Trius as a whole. Pfizer's Zyvox (linezolid) goes off patent in two years (three years in the EU), and now that tidezolid has demonstrated non-inferiority in ABSSSI and a better dosing profile, it makes a compelling asset through which Pfizer might cannibalize Zyvox sales in the indication. Both drugs are oxazolidinones, de-risking tidezolid as a potential treatment for lung infections (where Zyvox already has labeling), and tedizolid has a differentiated dosing profile (once daily for 6 days, vs. linezolid's twice daily for 10 days).

    Sentiment: Strong Buy

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    • Commander chimakot, what happened on our taking hill $7? We were riding and our horses got shot from under our butts This has turned into a messy Stratego battle with spys and bombs hidden around every knoll. Every time we try to move forward somebody drops a load of #$%$ on us Can you send out a message to attract some NOOB troops or will that have to wait for the PDUFA filing and run-up? Some of our guys are restless and want to go AWOL, but I am here till past approval day. I have to go now.

      Sentiment: Strong Buy