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Trius Therapeutics, AŞ Message Board

golongin2008 228 posts  |  Last Activity: Aug 27, 2015 10:13 PM Member since: Nov 25, 2008
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  • golongin2008 by golongin2008 Aug 12, 2015 2:07 PM Flag

    Down almost -9% today after what appeared to be a fairly decent earnings report.
    They're working on CUTI as well with patients with "limited options"? Guessing those would be patients
    who were not responding to currently approved antibiotics? Also it seems their focus is still in gram
    negative bacterias which is somewhat different than what TTPH is apparently taking now with
    treating CUTI in gram positive cases as well? AKAO to commence trials in 2016 with data due
    sometime in 2017... Enrolling now?

  • Reply to

    RLYP announces marketing partnership deals

    by akanz2 Aug 10, 2015 5:01 PM
    golongin2008 golongin2008 Aug 12, 2015 12:17 PM Flag

    Yes AK.....I actually bought ZSPH at 39.50 on 4-18-15... and made 10 pts very quickly..
    If I buy back at $50-$51 I put those booked profits back at risk, and the way my trading has been of
    late, it would be the kiss of death for you ZSPH shareholders.... You guys should pay me NOT to
    rebuy those shares...lol

  • golongin2008 by golongin2008 Aug 12, 2015 11:50 AM Flag

    We get two (2) great marketing deals to launch Patiromer both in the US and Europe in 2015- 2017, plus 40 mil upfront, and double digit royalties in Europe up to 22% (don't people realize that 22% net is like a gross of over 60% if you assume a 65% gross overhead to produce and deliver the product), and we sell off over 20% in three days... Ghee wiz....

    ZSPH on the other hand has no update on their long term study; no update on mfg, or plans for distribution;
    Nothing...and they go up.

    Go figure. Holding my entire position and will just shut up for the time being.........

  • Reply to

    RLYP announces marketing partnership deals

    by akanz2 Aug 10, 2015 5:01 PM
    golongin2008 golongin2008 Aug 12, 2015 11:36 AM Flag

    I guess the market has voted anyway...ZSPH up 2pts today and 4% while RLYP down again at -1.35%...

  • Reply to

    RLYP announces marketing partnership deals

    by akanz2 Aug 10, 2015 5:01 PM
    golongin2008 golongin2008 Aug 12, 2015 8:57 AM Flag

    Seems fair AK.... The 20% is the extreme level of reversion IMHO.... I think the average will be more like
    10%-12% frankly...

  • Reply to

    RLYP announces marketing partnership deals

    by akanz2 Aug 10, 2015 5:01 PM
    golongin2008 golongin2008 Aug 11, 2015 11:34 PM Flag

    AK.... You and I like talking facts so let's stick to that...

    1. In the AMETHYST-DN, the one year trial study for Patiromer, the 52 week results were as follows:

    For mild hyperkalemia patients... 83.1%-92.7% maintained normal (3.8-5.0) K levels...
    For moderate hyperkalemia patients ....77.4%-95.1% maintained normal (3.8-5.0) K levels...

    So let's can for the most part the very early trial findings that 20% reverted to abnormal K levels.
    It was true for the early small limited time study but obviously not the case in the longer term one year study.

    2. No doubt Z-90 is faster acting. 2hrs to 8hrs... But both maintain normal K levels in patients within 24hrs.

    3. Safety.... After 52 weeks there were 9.2% of Patiromer patients who had a worsening CKD...hypomagnesemia or abnormally low blood level of magnesium... 7.9% worsening of hypertension....6.3% constipation....5.6% diarrhea....No adverse events for worsening CKD were
    considered by investigators to be related to Patiromer. Throughout the 52 week blood levels of magnesium remained with the normal ranges; no serious hypomagnesemia events or any SAE's that were attributable
    by the investigators to Patiromer. The most common SAE was worsening of CKD in 2% of the trial group.

    These are facts...not message board BS by the good pharmacist.

  • Reply to

    Wedbush presentation today

    by kiddo1428 Aug 11, 2015 5:20 PM
    golongin2008 golongin2008 Aug 11, 2015 10:13 PM Flag

    Kiddo.... You ever on Twitter? If so give a glance at a site by a John Tucker PhD...Makes some mention and comments re CEMP and Soli....Esp.on oral and pediatic use.

  • Reply to

    RLYP announces marketing partnership deals

    by akanz2 Aug 10, 2015 5:01 PM
    golongin2008 golongin2008 Aug 11, 2015 9:41 PM Flag

    You may very well be an excellent pharmacist, but your logic is frankly terrible. You state that Sanofi "was only willing to partner with Rel at launch...." How in the heck do you know that? Were you in the room when they negotiated their deal? Did you ever consider that it was our Rel who only wanted the deal to go for two years to cover the launch ? That at that time it would be likely that Sanofi would either acquire them or the two would split the sheets and go their separate ways? RLYP was the one hiring Sanofi... Not vice versa.
    You're truly living in la la land. The market was down huge today and biotechs got clobbered… Yours included.
    I certainly don't mind your supporting your own stock but you're not only making up facts, you're reciting pure supposition. If you are truly a pharmacist, or related to that business, I would've hoped you'd be more precise and factual in dealing with facts, medications, and peoples lives. Good luck to you.

  • Reply to

    RLYP announces marketing partnership deals

    by akanz2 Aug 10, 2015 5:01 PM
    golongin2008 golongin2008 Aug 11, 2015 8:13 PM Flag

    Pharma....With all due respect... You don't know your "A" from a hole in the ground on this one.
    I don't mind diverting opinions, but yours may man was just plain stupid.

    Both RLYP and ZSPH are pioneering an entirely new field and treatment for hyperkalemia.
    The potential size of the worldwide market is virtually unknown at this time. It could be 3 billion
    or 300 million...Who the heck knows at this juncture? Only time well tell when both drugs get
    approved and both companies go into marketing and have a few years of sales under
    their belts.

    Nobody is going to pay 3 to 4 billion dollars now to crapshoot an entirely new market that doesn't
    even exist at the moment. Rel wasn't attempting to sell itself to anyone at this time. Maybe down
    the road when Sanofi can see what they have. But not now.

    Labeling issue? You on crack or something?. Please tell us what labeling issues there are at
    the moment? You with the FDA? Part of the clinicals? Or just blindly repeating more verbal diarhea
    from a stock message board? RLYP HAS published it's long term data dummy. It's your company that is waiting to see theirs. Come on...get a clue here pal.

    And why we're at it...Could you let everyone here know what RLYP was asking for?

    Man...If you're an example of the average shareholder in this name and AK wasn't a
    shareholder...I'd go short huge tomorrow. Seriously.

  • Reply to

    1.25 mil shares traded thus far....

    by golongin2008 Aug 11, 2015 1:37 PM
    golongin2008 golongin2008 Aug 11, 2015 7:50 PM Flag

    Bear...

    To me this was classic short selling. Easy to drive down the price of the stock. What do short sellers have to fear now that could drive the stock back up? No buyout coming otherwise they would have not gone out and got marketing partners in the US and Europe. No major events until October (the PDUFA date). All firms who follow the stock have basically commented on the marketing deal. Insiders sure as heck aren't buying on the open market. Risk could be that the stock is now so cheap that the firms that follow it start pounding the table to their retail advisors and drive it up a bit. Shorts may simply feel they made about as much as they can make in the short term and decide to cover and move on...

  • Reply to

    Wedbush presentation today

    by kiddo1428 Aug 11, 2015 5:20 PM
    golongin2008 golongin2008 Aug 11, 2015 5:28 PM Flag

    Very nice kiddo and much thanks for taking the time to listen to the presentation and posting a summary!!

  • golongin2008 by golongin2008 Aug 11, 2015 4:02 PM Flag

    Great news and we close down -8.81% while ZSPH was only down -7.89%....
    Unreal....

  • Major selling thus far from someone for some reason(s)...

  • Reply to

    Down 8 1/4% %????

    by golongin2008 Aug 11, 2015 1:02 PM
    golongin2008 golongin2008 Aug 11, 2015 1:34 PM Flag

    Make that almost 11% now.......

  • BFD.... But it is what it is......

  • golongin2008 by golongin2008 Aug 11, 2015 1:02 PM Flag

    Really.....?

  • Reply to

    No Initial Reaction

    by golongin2008 Aug 11, 2015 9:25 AM
    golongin2008 golongin2008 Aug 11, 2015 12:49 PM Flag

    Right....We get Fressenius representation in Europe and everywhere else in the world but the US and Japan.
    From the conference call last night it sounded like Fressenius will help guide the MMA in concert with RLYP and use their expertise in dealing with the authoriites in Europe re pricing, etc. This seemed to be a big motivation for the deal. Re Sanofi...Sounds like they will be focused on dealing with physicans in practices
    throughout the US. Hospitals and clinics will be addressed by RLP's own in house sales force of approx.
    125 current reps...

  • Reply to

    No Initial Reaction

    by golongin2008 Aug 11, 2015 9:25 AM
    golongin2008 golongin2008 Aug 11, 2015 11:38 AM Flag

    Doubt it techkim... I've seen this before too many times in the past. Sector weakness is really bad right now in the bios....Shorts just pick something out with no major unforeseen events coming up and short the stock.
    They may cover before our PDUFA date but until then, it's clear sailing and free money. If last night's announcement resulted in a down 6% move, there is nothing going to move us back up until the shorts have
    made what they wanted to, and decide to cover....

  • Reply to

    No Initial Reaction

    by golongin2008 Aug 11, 2015 9:25 AM
    golongin2008 golongin2008 Aug 11, 2015 10:00 AM Flag

    You might be right AK.... Right now the stock is down way more than ZSPH... Shorts are having a field day I suspect. No reason to cover. All the good news out now until Oct 21st... Nothing more that can come out to move it back up. Dead meat for now...

  • golongin2008 by golongin2008 Aug 11, 2015 9:40 AM Flag

    Will be interesting to see the short interest in RLYP when it is next reported. With no real catalysts until October 21 this one is apparently easy pickens and just continues down virtually every day....