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Trius Therapeutics, Inc. (TSRX) Message Board

afriendofthedevilsafriendofmine 35 posts  |  Last Activity: Dec 20, 2014 6:26 PM Member since: Mar 28, 2006
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  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 17, 2014 1:55 PM Flag

    Yes, years.

    A perspective of what a company can do over years, and not simply what the next week holds, has made me a successful biotech investor. If you were to research my previous pseudonym, friendotd on YMB, you would find posts associated with many biotech companies that were bought out over the last 15 or so years. I used to get into knock down and drag out battles with posters who would largely hang back and take pot shots like "LOL... In coming years". They aren't around any more. Even the knowledgable and prolific shorts from years ago can't be found anymore. Only a handful of intelligent longs can I recognize when I stumble across them on YMB or other financial mbs. We have something in common besides our success: the long term perspective.

    Any newbies to biotech investing, please take note. While I have made some money on the short side, the bets that made me were long positions with companies where the downside was relatively limited (by experienced management, sound cash positions and technology validated thru good partnerships) and potential for extreme growth. I don't fight on YMBs much any more but a year or two from now you will still find me posting occasionally but "new to the game" and his ilk will be long gone, either broke or trying their hand at a new shell game.

  • afriendofthedevilsafriendofmine by afriendofthedevilsafriendofmine Nov 5, 2014 2:16 AM Flag

    It is a 2.5 hour IV infusion every 4 to 8 weeks, for a variety of immune mediated inflammatory conditions, that sells about $9 billion per year for J&J and Merck. Biosimilars are going thru Europe's approval process now. European and U.S. Patents end in 2015 and 2018 respectively. Now would be a good time for HALO to get involved. The market for SC Remicade is nearly certain.

    For most of these diseases, patients are started on the home use of the SC drugs, Enbrel and Humira. When these fail, the superior antibody, Remicade is used. Imagine the temptation to use Remicade earlier when it also can be given at home.

    If J&J and Merck aren't interested, perhaps one of the biosimilar companies would be.

  • Reply to

    Any news of the actual HyQvia Launch in the US?

    by aniustudent Sep 29, 2014 11:23 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Sep 29, 2014 1:48 PM Flag

    yes, it is launched.

    I have tried and failed to post the link here a number of times. hyqvia has it's own website. go there to see the announcement.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Dec 20, 2014 1:26 PM Flag

    I'm happy they did. The J&J partnership should also help with future PEG collaborations.

    I believe it is still a good negotiating tacit for HALO to engage with the generic competitors.

    fotd

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Nov 1, 2014 11:18 AM Flag

    The old 10% igsc uses about a third more product than the IV or Hyqvia. Not sure, but I believe that would be the same for the new 20% solution.

    So, when comparing conventional SC to Hyqvia, fezz is correct, it uses more IG product. Sorry if I missed that implication. I just don't think conventional sc competes AT ALL because of the dosing frequency. It is the IV use that is far more common and it is current IV users that will be switching to Hyqvia if market share is to grow.

    fotd

  • Reply to

    Good, PR woke up !

    by alexandria_cairo Oct 3, 2014 1:18 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 3, 2014 1:35 PM Flag

    I don't see any buyout coming within the next 12 mos.

    Every potential player will wait to see some Ph2 results of PEG before any talks about a buyout. It is just too big a wild card. Pharma won't speculate and pay what it is worth without better data and we won't let our little company go for just the worth of the non-PEG products.

    My guess as to course over the next 18-24 months: I think the stock price will drift up as non-PEG revenue trickles in and ramps up, and then there will be some acceleration as we get close to Ph2 results. I think we could hit your 25 about then. Whether we double or more than halve afterward will depend on Ph2 PEG results. If things turn out as I've outlined, I will likely book some profits just ahead of the results but then hold a similar amount through the news release.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 17, 2014 10:36 AM Flag

    The future is bright for Hyqvia but AD is not a likely indication anytime soon. The neurological indications he discusses are likely to be certain kinds of MS and other demyelinating motor neuron diseases. Ig is approved for some now and used off label for others in this class.

    Remember that while Hqvia is clearly a best in class product, Baxter's plan is to broaden indications and sell it for a premium, at least until they can produce more Ig. The real revenue bulge won't come to HALO for several years. Not to worry,long term investors, stock price will eventually reflect future earnings. And those future earnings are substantial. I'm hoping HALO can stay independent long enough to enjoy all the fruits of so many years of labor.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 12, 2014 7:57 PM Flag

    interesting find, fez
    it might find more pediatric use than I originally expected
    thanks

  • Reply to

    cramer on stock market manipulation

    by davidshedivy Oct 8, 2014 12:35 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 8, 2014 2:01 PM Flag

    I am for it too - or perhaps for a tiny tax on every trade.. As it is, you just have to remember to not look at the tape. These programs are designed to separate us retail investors from our dollars. The financial industry here is the devil. The bulk of my portfolio is passive and I try very hard to resist the temptation to time the market.

    So, will we get a PR about tomorrow's conference? If so, before or after? If there is any new data presented, I'd guess after.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 8, 2014 9:25 AM Flag

    You are correct. Safety not yet established in children. Indicated for adults.

  • Reply to

    cramer on stock market manipulation

    by davidshedivy Oct 8, 2014 12:35 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 8, 2014 12:46 PM Flag

    Certainly, if the game is trading, the game is rigged. But, if you buy good companies and hold, and hold through market downturns and all the tree shaking, you can win. I just sold the last of my DRTX - a triple in 18 mos with tremendous ups and downs. It can look really bleak at times - even the week before buyout.

    HALO is a quality company. Have confidence in the fundamentals that have us here. We should be fine.

  • Reply to

    what is the new IP worth?

    by davidshedivy Oct 7, 2014 3:44 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 7, 2014 5:08 PM Flag

    Nothing if PEGPH20 doesn't work.
    Not much if PEGPH20 does work - since the revenues from the test would likely be dwarfed by drug revenues.
    It is nice, though, that HALO is following through on something they had said they would do.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 31, 2014 10:57 AM Flag

    Baxter started the trials for the double concentration IG product long before Hyqvia was approved. they won't stop now. there may be a niche market or they may try to develop this into a lower volume Hyqvia.

    Remember that Hyqvia is a one infusion every four week product. this new 20% solution is a two infusions EVERY WEEK product.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 31, 2014 4:06 PM Flag

    That makes no sense. As you know, I work in an ER that has an infusion clinic associated with it. My name goes down as the ordering doctor on many infusion therapies per day. While the cost of the drug is often thousands per dose, the amount the hospital gets for each infusion is $222 for IV and $186 for SQ. I get a fraction of that because the nurses are doing all of the work. In fact, the hospital gets so little per dose, that it only takes giving one uninsured patient a non-reimbursed drug once to push the entire clinic into the red for the whole week. I think you can stop worrying about greedy doctors on this one. It's all about the drug company's bottom line.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Nov 5, 2014 10:08 AM Flag

    Can you do something beside ask dumb questions? Bring a fact or an idea to us please. At least read more carefully the post your are responding to.

    I don't propose HALO get into the biosimilar business. I propose. HALO negotiate with the companies already producing the Remicade biosimilars. If I were HALO, I'd go knocking at their door with Prezi in hand showing them how they can steal business away from J&J faster than simply offering a cheaper version. Offer to skip the upfront and milestone payments and, perhaps, kick in a little developmental cash in exchange for a much larger percent of sales revenue.

  • Reply to

    New 8K Liu Left for another company

    by fezziwig2008 Oct 24, 2014 5:16 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 29, 2014 10:59 AM Flag

    I think it more likely that the CEO simply has her own lawyer waiting in the wings. We are likely to find out who that is it at the next quarterly report. If we are lucky enough to get a John E. Osborn, or similar, that would say a lot. I'm sure Helen has his number. We'll see.

  • Reply to

    New 8K Liu Left for another company

    by fezziwig2008 Oct 24, 2014 5:16 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 28, 2014 12:32 PM Flag

    That is exactly what happen last year when Trius was bought out by Cubist. They brought in a new lawyer about five month before the deal went down. He got some nice awards for about a year's work.

    Also, tiny companies are often shorted by mysterious forces ahead of a buyout. It seems to depress the final price and it sure looks suspicious for the acquiring company.

    That said, I don't want HALO to even consider a buyout until after Ph2 results. I'd like to see Torley get in the range of 10 billion for HALO, as she did with the sale of ONYX.

  • afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Nov 5, 2014 10:40 AM Flag

    South Korea's Celltrion is one such company. I believe they have about a $3-4 billion market cap and have solid revenues. There is no reason why HALO needs to limit its partnerships to big pharma to help them fend off biosimilars. Of course, Roche might not really appreciate HALO partnering with someone who is also trying to copy Herceptin and Rituxin. But the threat that HALO might take its technology to the competition might help to motivate big pharma to cut some deals now.

  • Reply to

    New 8K Liu Left for another company

    by fezziwig2008 Oct 24, 2014 5:16 PM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Oct 24, 2014 6:22 PM Flag

    Good question. Perhaps she didn't jive with the new team.

    achTEETEEPEE//:doubleUx3D0TforbesD0Tcom/profile/jean-liu/

  • Reply to

    After Hours Price

    by bigblueh20 Nov 15, 2014 9:56 AM
    afriendofthedevilsafriendofmine afriendofthedevilsafriendofmine Nov 15, 2014 10:01 AM Flag

    Baker Bros didn't sell out?

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