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Trius Therapeutics, AŞ Message Board

  • chimakot chimakot Aug 3, 2013 3:39 PM Flag

    "I'd say Cubist is getting quite the bargain".......The Motley Fools.

    Stein got outplayed with this deal and we're not the only ones that see it. I have to believe big pharma will swoop in and steal the deal from Cubist. At a $15.50 all cash deal TSRX is still a steal. Come on Pfizer, show your muscle.

    Will you be my valentine?

    No one ever said three's company with Cubist Pharmaceuticals (NASDAQ: CBST ) proposing to both Trius Therapeutics (NASDAQ: TSRX ) and Optimer Pharmaceuticals for a combined sum of approximately $1.6 billion.

    The deal values Trius at $13.50 per share and gives shareholders the option of receiving $2 per share more if certain sales targets are met for Trius' late-stage acute bacterial skin and skin structure infection drug, tedizolid. Considering that tedizolid packed a better punch and required less dosing than Pfizer's Zyvox in trials, I'd say Cubist is getting quite the bargain.

    With Optimer, I'm left scratching my head. Optimer brings Dificid, its Clostridium difficile-associate diarrhea drug, to Cubist's portfolio, which I suspect has peak sales potential of perhaps no more than $225 million. Even at $10.75 per share with $5 per share in sales milestone incentives, Cubist's purchase of Optimer fails to excite me and values the company somewhere around four or more times peak sales estimates.

    Sentiment: Strong Buy

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