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Trius Therapeutics, Inc. (TSRX) Message Board

imho_dyodd 45 posts  |  Last Activity: 3 hours ago Member since: Jul 19, 2012
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  • this guy seems to be paid to defend the management and hype the duds in the pipeline.

    can anyone defend the record of this management ? virtually every forward looking statement made in 2012 is proven wrong by not a mile but 10k miles.....Fusilev, Folotyn, Zevalin


  • imho_dyodd imho_dyodd 18 hours ago Flag

    moreover we don't have access to 1000's of p2 ready or p2 completed assets of private biotech companies nor are many of these companies public.

    If I was running taro, I would hire the very best biotech analysts and dedicate about 10 such analysts to scout for acquisitions.

  • imho_dyodd imho_dyodd 19 hours ago Flag

    the ONLY way to take it to the next level is getting a few specialty assets. You can't take this to the next level by just making more generics imho. By taking it to next level , i mean making this a multibagger from taro sports a $7b market cap. I do think if Novexatin clinical results are successful , it can make this a mutlibagger from here. However, the company needs to have 5 novexatin-like assets (each addressing $5b market) even if they have diversify to other specialty areas like opthomology, etc. I cannot believe Gilead is $160b market cap and has made this achievement so fast .

    esp after Feb 2013 the board n management have been working loyally for all shareholders. why invest in other managements?

  • Gilead paid $11b for pharmaasset primarily for solvadi (just started p3 trial then)....Now just that drug solvadi is clocking $12b in annual sales.

    This is how right p2 or p3 specialty acquisition can add value to shareholders and take the company to the next level.

  • anybody?
    he already had about 20 ids

  • These are my forward looking statements under the SEC act of 1995 I will not revise these forward looking statements as things change. Such forward-looking statements are subject to risks and uncertainties, which could cause actual results to differ materially from those anticipated. Such statements are based on management's beliefs
    Zevalin - can do $300m in a few years
    Folotyn - we can double sales in a few years
    Fusilev - we will grow

  • from todays SA article

    "Yes, the price was steep but clearly the acquisition has been anything but a "drag on profits through 2014." Instead, Gilead executed flawlessly in rapidly bringing Sovaldi through Phase 3 studies to NDA approval in Dec 2013. In retrospect, the pricey acquisition of Pharmasset has turned out to be the most prescient deal in the pharma industry in recent memory, perhaps ever. Jeffries estimates total revenue of $200 billion to year 2030 - an average of $12.5B per year. The $11B price tag was an incredible bargain in retrospect. With the extraordinarily successful launch of Sovaldi, Gilead has become one of the most amazing stories in American industry. And the story is far from over."

  • imho_dyodd imho_dyodd Aug 25, 2014 10:51 AM Flag

    the word "sustainable" needs to be defined. I have one definition. you have one. Mr Shanghvi likely has another.

    as far as I am concerned, if it sustains for 2 years it is then Taro with its newer pipeline will get other pricing opportunities that can more than mitigate the slack in its existing pricing opportunities when new competition enters in clobex, etc

  • Reply to

    Institutions are buying Taro

    by valery164 Aug 15, 2014 10:12 AM
    imho_dyodd imho_dyodd Aug 15, 2014 10:48 AM Flag

    something is going on . the volume has picked up significantly over the last few weeks.

  • I think taro should review this specialty opportunity

    Ophthotech Corporation, a biopharmaceutical company, develops novel therapeutics to treat diseases of back of the eye. Its principal product candidate, Fovista, is in Phase 3 clinical development for use in combination with anti-VEGF drugs for the treatment of wet age-related macular degeneration (AMD). The company is also developing Zimura, an inhibitor of complement factor C5, for the treatment of dry and wet forms of AMD. The company was founded in 2007 and is based in New York, New York.

  • Reply to

    Flirting with the 150$ bar

    by ochenkin Aug 12, 2014 11:48 AM
    imho_dyodd imho_dyodd Aug 13, 2014 10:23 AM Flag

    i am happy to be long term shareholder. when i entered this was one was special situation play.

    Great low-risk diversified business, still undervalued and excellent track record(38% roi for 20 years in Sun) of the controlling shareholder. Also, most importantly the controlling shareholder seems to have accepted to work for ALL Shareholders(started after they canceled the "offer". this is becoming apparent since Aug 2013..they in-licensed novexatin) as of now I expect to hold this one to eternity. I expect Taro to makes some bold specialty acquisitions maybe in the opthamology or other specialty space.

    Again, I am not your own dd. And my decisions can change esp if I find a better investment (doubt it).

    how long have you been in taro?

  • Mr shanghvi says "taro continues to evaluate potential acquisitions

  • Reply to

    Flirting with the 150$ bar

    by ochenkin Aug 12, 2014 11:48 AM
    imho_dyodd imho_dyodd Aug 13, 2014 5:25 AM Flag

    Way undervalued at $180.

    Remember cs target of $150 was based of 50% price hike sustainability.
    Also cs uses 9 times ebitda. Agila-mylan deal closed in DEC 2013 for 18.6 times ebitda

    Also row potential is not fully tapped yet

    As well novexatin will be in $6b market

    Hoping they will use 700m cash to make acquisitions soon

    Hoping minority nominee also enters board at some point

  • Reply to

    status of institutional holding on June 30

    by valery164 Jul 22, 2014 10:00 AM
    imho_dyodd imho_dyodd Aug 12, 2014 11:48 PM Flag

    Valery - wait 2 more days friend. There is gotta be more 13f considering spike in volume.

    There are only 2 printing presses:one is bernake and the other is taro!

  • In a report published Friday, H.C. Wainwright & Co. analyst Reni Benjamin reiterated a Buy rating and $15.00 price target on Spectrum Pharmaceuticals (NASDAQ: SPPI).

  • 60k shares traded already today.

  • Reply to

    Jublia and Novexatin

    by imho_dyodd Aug 1, 2014 7:52 AM
    imho_dyodd imho_dyodd Aug 3, 2014 6:57 AM Flag

    Novexatin is way better than Jublia. it treats fungal infection too. Plus, just 1 month. compared to 6 months for jubilia. Novexatin if it passes clinical trials will be a few billion dollar a year product.

    Taro's pipeline will start giving rich dividends by 2016 on wards. remember our company has close to $700m cash which needs to be used for further growing the business.

  • Reply to

    Jublia and Novexatin

    by imho_dyodd Aug 1, 2014 7:52 AM
    imho_dyodd imho_dyodd Aug 1, 2014 8:06 AM Flag

    And Mike, maybe just one follow-up. That's very helpful. Just on the Jublia launch, when do you expect you'll get the marketing materials approved? I mean, is -- given the fact that you got an approval earlier than expected?

    J. Michael Pearson - Chairman and Chief Executive Officer
    We think mid-August is about the time frame. We're going to bring our sales force in. We haven't trained them on this product. Again, they can talk through the package insert, but we're going to have a launch meeting. We're going to do it in New Jersey. It's not going to be a big fancy launch meeting, but it will be one that will bring all the sales force and train them on the materials, which we've submitted to the FDA. Once we get those materials approved, then we have to submit our advertising that we've developed, our TV ads. So we have them largely developed, but then the FDA has to review those and make sure that they're comfortable with those. So we'll get the first set of marketing materials, call it, in August, and then we'll probably get the ad approved sometime in the fall. And we're lining up TV spots and -- because we really plan to blitz the market in terms of the DTC. Because this is one that -- it's going to be largely consumer-driven because the prescribe -- if you look at like Lamisil scripts, a ton of them are in primary care because people can self-diagnose this problem. And you just look at your toes and you can tell that you have onychomycosis. So -- and the fact that the product and the label, the safety profile is so strong that when we have a TV ad, we're not going to be spending the whole time talking about the side effects. We'll be talking about the product. So we think this is a smart DTC investment, and so we think we'll both generate demand to people that maybe are taking Lamisil, generic Lamisil today, but there's huge untapped market potential here, too. People that have the condition that don't want to go oral, don't want to have a liver test. And so --

  • imho_dyodd by imho_dyodd Aug 1, 2014 7:52 AM Flag

    From Valeant's conf call:
    Given the strong reception from both physicians and patients of our recently launched products, Jublia, Ultra and Luzu, each of them has exceeded our expectations. As I mentioned, after only 3 weeks of being available, last week's script demand for Jublia exceeded over 1,300 scripts. This trend is expected to accelerate as regulatory approval for marketing materials are received and our dermatology sales force is appropriately trained. We are adding a new in-house podiatry sales force of 50 representatives. We are adding a new 80-person -- or 100-person primary care sales force through a CSO, and we are expanding our dermatology field force by at least 30 reps"

    The above highlights the market that Novexatin will enter after successful clinical trials. The market is huge.

  • dusa, pharmlucence, ranbaxy, url pharma


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