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Trius Therapeutics, AŞ Message Board

  • drdonno drdonno Aug 29, 2013 12:10 PM Flag

    Check this out from a SA article on Cubist

    ....Some analysts are skeptical of the Trius deal.

    Tedizolid will likely face generic competition right from the start. Jefferies analyst Eun Yang wrote in a note : "the acquisition of Trius Therapeutics is perplexing. With the main competitor (Zyvox) going generic in 2015/2016, we see little value in TSRX's tedizolid.".....

    I had never heard this view expressed before. I thought TED was the bomb.

    Sentiment: Hold

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    • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Aug 29, 2013 3:12 PM Flag

      Discussed a lot. To counter:

      TED is better and will have clear superiority in pneumonia which will make it a slam dunk for sepsis, and other serious indications.

      TED will be safer than Zyvox and win all indications requiring long term dosing such as osteomyelitis.

      TED may give Cubicin more life when it faces generic competition due to its ability at low doses to #$%$ resistance.

      TED is the bomb and CBST's stock rose after inking the deal for a reason.


      • 2 Replies to afriendofthedevilsafriendofmine
      • I'm not qualified to judge Ted so I appreciate the input.

        The way I see it is I'm piggy backing Cubist. They're spending 700 million plus the cvr mostly, I think, for TED. I would trust cubist more than Jeffries, although he did worry me a bit.

      • That Jefferies analyst may not be very bright. I might stay away from any of his other nuggets of wisdom. Maybe he should read this article?

        Anyway, if TED can get into the market quicker with the help of Cubist's marketing and commercial teams, it will have plenty of time to establish it's superiority and even with low cost generic Zyvox around, TED handles more conditions and potentially gets people out of the hospital beds faster.

        Sentiment: Hold

    • maggiechau821 Aug 29, 2013 8:54 PM Flag

      Hello Anyone,

      Would you be able to answer my question. I have purchased sept. $12.50 call option. Currently, I'm in the money. In the recent headline, Cubist is announcing the expiration of the acquisition

      What do you think will happen with the acquisition and if I should cash out on my position. Do you think the stock is going to move above it's current market value? Any recommendation is greatly appreciated.