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Trius Therapeutics, Inc. (TSRX) Message Board

brandonuk03 7 posts  |  Last Activity: Aug 11, 2013 8:18 PM Member since: Dec 15, 2011
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  • Reply to

    maybe one of you shorts could enlighten me

    by rxkell Aug 11, 2013 2:02 PM
    brandonuk03 brandonuk03 Aug 11, 2013 8:18 PM Flag

    Just my opinion, but I think the increase in short interest is from hedge funds shorting to keep the price low so they can accumulate. It doesn't make sense any other way. Cruise 2 should be a repeat of Cruise 1. Even if the results aren't as great, the trial was looking for a small increase in hemoglobin, which should not be hard to hit. The past week, there has been large bids at 4.85 of 150k shares. I also saw about a 50k bid at 4.86. I think hedgies are shorting to keep the price low, then will cover soon after they've accumulated, shaken out the retail holders and then this thing should run.

  • Reply to

    CC (After hours)

    by snt951 Aug 7, 2013 5:15 PM
    brandonuk03 brandonuk03 Aug 7, 2013 5:36 PM Flag

    Very undervalued at this point IMO. Per Frost on CC, paraphrased, "We remain in constant contact with all regulatory agencies regarding all our programs and no concern has been expressed about any current program."

    Mgt was very upbeat and positive. Outlook seems bright and PPS seems undervalued. Bought back a new position today going into earnings. Shorts will start to cover IMO due to catalysts moving forward and potential for Mabthera CHMP approval in August.

    Lots of biotechs getting beat up heading into earnings because no one wants to get caught by surprise. Happened with ARNA the other day as well and it was green today and moving off it's lows.

    Sentiment: Strong Buy

  • Reply to

    pre-market???

    by nj46nick Jun 28, 2013 8:24 AM
    brandonuk03 brandonuk03 Jun 28, 2013 8:35 AM Flag

    No decision was made in June for Herceptin-SC, so some retail moron hits the panic button to sell in pre-market. I'm going to continue to hold for a run into July BAX/HALO update on Hyq, CHMP likely now in July on Herceptin-SC and we get phase 2 data tomorrow on Halo's cellulite product. No reason to get impatient and hit the panic button, lol.

    Sentiment: Strong Buy

  • Check out the 8-k released today. UNIS is finanlizing debt financing versus dilution. They also reiterate more deals coming. This is highly + for longs.

  • Reply to

    Hello to the board.

    by garysevan Apr 27, 2013 9:46 PM
    brandonuk03 brandonuk03 Apr 28, 2013 3:25 PM Flag

    Gary,

    The CMF does not work well as an indicator in this stock. I reviewed the technical aspects and MACD/RSI seems to be a better indicator. The money flow you speak of starting around 4/15 did indeed turn positive, but has since whipsawed back and forth across the 0 line indicating neither a bullish nor bearish money flow change. Also, looking at the past 6 months of the chart, money flow is not a good indicator of share price changes.

    I'm long UNIS at all time lows, but even as a long, I'm trying to understand parts of the short thesis. Shortall CEO recently stated they plan to do debt financing instead of dilution at this share price. He also reiterated that he is the largest shareholder and wants share price to increase just as much as shareholders and he feels any dilution more than anyone else.

    If UNIS can start announcing more deals and revenue, this will trigger short covering and we'll be headed back in the other direction.

  • Reply to

    Hello to the board.

    by garysevan Apr 27, 2013 9:46 PM
    brandonuk03 brandonuk03 Apr 27, 2013 9:59 PM Flag

    Gary, I opened a long position last week myself. I think we all see the bull story, but what do you think about the bear story? Specially the following:

    1) UNIS never seems to mentioned who their partner is. Typically the joint partnerships are announced and made public knowledge. A release of a pharma name would be the short thesis to rest IMO.
    2) Alan Shortall seems to have a questionable past. I won't go into details, but do a simple good search and you'll find some crazy stories from his Australian days. He seems shady based on these articles nonetheless.
    3) UNIS retesting 52 week lows and all time lows. No support in the chart below here.

    Intelligent response only.

  • Reply to

    Sellitti's side of the story!!

    by j.sellitti Apr 25, 2013 2:05 PM
    brandonuk03 brandonuk03 Apr 27, 2013 7:36 PM Flag

    J. sellitti,

    Thanks for sharing and I'd like to hear some more DD on UNIS. I took a position this week with a cost basis around $2.00. From what I can tell, there has to be some naked shorting going on with this stock. Has UNIS been on the REG SHO list recently? The other thing that seems weird is how the stock took off April 9th when they announced a deal, then sold off to new 52 week lows. Doesn't make a lot of sense to me. I'm not sure if shorts are thinking that dilution might be coming soon as well? The company has stated previously they are seeking non-dilutive financing. Also any deal that comes in should provide cash flow as well. It's also troubling that the stock is re-testing the 52 week low on Friday, however, a double bottom reversal may be in play too. So far institutional ownership is increasing for reported ownership ending 3/31. Any thoughts on the price action heading into earnings 5/9?

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