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Trius Therapeutics, Inc. (TSRX) Message Board

imho_dyodd 41 posts  |  Last Activity: Aug 15, 2014 10:48 AM Member since: Jul 19, 2012
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  • not bad...the Anda filing has accelerated big time. great news for long term shareholders as most of these are likely launching beyond 2016

  • We have direct presence in 9 of the top 10 emerging
    markets
    o China, Brazil, Russia, India, Mexico, Poland,
    Turkey, Saudi Arabia, and Indonesia
    o We are not directly in Venezuela, but do have
    sales there via distributors
     Over $200M in sales in 2014 for 5 of the top 6
    markets
    o China, Brazil, Russia, Mexico, and Poland
     Delivering double digit revenue growth or greater in 7
    of the 9 markets in which we have a direct presence
    o China, Brazil, Russia, Mexico, Turkey, Saudi
    Arabia, and Indonesia

  • WebMD News from HealthDay
    Finding points to possible treatment for
    By Robert Preidt

    HealthDay Reporter

    FRIDAY, June 20, 2014 (HealthDay News) -- A man with a rare condition that left him with no hair on his body grew a full head of hair after taking an arthritis drug, a new study reveals.

    The 25-year-old patient also grew eyebrows and eyelashes, along with facial, armpit and other hair after treatment with tofacitinib citrate.

    The man's lack of body hair was caused by a disease called alopecia universalis. The researchers said this is the first reported case of a successful targeted treatment for the disorder, which has no cure or long-term treatment.

    "The results are exactly what we hoped for," study senior author Dr. Brett King, an assistant professor of dermatology at Yale University School of Medicine, said in a university news release.

    "This is a huge step forward in the treatment of patients with this condition," King said. "While it's one case, we anticipated the successful treatment of this man based on our current understanding of the disease and the drug. We believe the same results will be duplicated in other patients, and we plan to try."

    The patient took 10 milligrams a day of the arthritis drug, according to the study, published online June 18 in the Journal of Investigative Dermatology.

    After two months, he began to grow scalp and facial hair, the first hair he'd grown in these areas in seven years. After three more months taking 15 milligrams a day of the drug, he had a full head of hair and clearly visible eyebrows and eyelashes, as well as facial, armpit and other hair.

    After eight months, the man had full re-growth of his body hair. He reported feeling no side effects and lab tests detected no problems.

    It's likely that the drug triggered hair re-growth by switching off the immune system attack on hair fo

  • imho_dyodd by imho_dyodd Jun 18, 2014 7:34 PM Flag

    46k...still better than last year..

  • Reply to

    Today's volume

    by valery164 Jun 12, 2014 10:58 AM
    imho_dyodd imho_dyodd Jun 12, 2014 11:56 AM Flag

    speculation aside, you are right about pick up in volume. it has materially increased. If this continues like this for 2 months, i would say taro has reached what I call FAIR LIQUIDITY or VOLUME based on peers....based on my analysis of july 2013. Remember back then the average volume 20k...DAILY FAIR VOLUME based on peers and the available public float was around 100k.

  • valean'ts product is nothing great. yet they are expecting peak $800m sales. If novexatin passes clinical trials it will cannibalize the whole market

    We acquired Jublia® through our purchase of Dow Pharmaceutical Sciences in 2008 and advanced Jublia® from pre-IND stage through Clinical Phases 1, 2 and 3," said J. Michael Pearson, chairman and chief executive officer. "We are working quickly to get this important product launched in the U.S. and Canada in the third quarter of 2014. We anticipate favorable managed care coverage in the U.S., similar to other branded antifungal agents, with peak sales of $300-$800 million in the U.S. alone and we are also working with other regulatory agencies around the world on further approvals. This is the fourth product, sourced from our acquisition of Dow Pharmaceutical Sciences, for which we have received FDA approval the other three being 1% clindamycin and 5% benzoyl peroxide gel (IDP 111), Acanya® and Retin-A Micro (tretinoin) Gel microsphere 0.08%. We have also filed a new treatment for acne, Onexton", which has a PDUFA date of November 30, 2014. All these compounds came through our Dow acquisition, bringing with it the full set of R&D capabilities from preclinical through regulatory."

  • Reply to

    interesting volume spike last 2 days

    by imho_dyodd Jun 5, 2014 7:40 AM
    imho_dyodd imho_dyodd Jun 7, 2014 1:56 AM Flag

    what is the note? can you paste the text here?

  • Reply to

    interesting volume spike last 2 days

    by imho_dyodd Jun 5, 2014 7:40 AM
    imho_dyodd imho_dyodd Jun 5, 2014 5:54 PM Flag

    take it back - clobex is generic....perrigo, fougera competitors

  • Reply to

    interesting volume spike last 2 days

    by imho_dyodd Jun 5, 2014 7:40 AM
    imho_dyodd imho_dyodd Jun 5, 2014 5:51 PM Flag

    send me an email imho_dyodd at yahoo with details. thank you

    - warfarin has 5 competitors...so i really doubt if they did price rise
    - clobex as far as I know is still not out of patent. galderma is the innovator
    - fluocinonide price rise makes sense - Only Fougera, Perrigo, Glenmark are competitors

  • any speculation?

  • Reply to

    Join investors unite

    by imho_dyodd Jun 4, 2014 7:34 AM
    imho_dyodd imho_dyodd Jun 4, 2014 7:48 AM Flag

    hello investors unite dot org. link can also be found under market pulse. very important to protect shareholder rights.

  • join investors unite dot org. link can also be found under market pulse. very important to protect shareholder rights.

  • imho_dyodd by imho_dyodd Jun 4, 2014 7:34 AM Flag

    join investors unite dot org. link can also be found under market pulse. very important to protect shareholder rights.

  • imho_dyodd by imho_dyodd Jun 3, 2014 7:04 AM Flag

    We believe that loss in market share (New Rx) in Nystatin-Triamcinolone, Topicort (0.25 percent External ointment), Desonide and Clomipramine were the main reason for lower volumes of Taro in Q4FY14. Taro lost market share by 7 percent in Nystatin-Triamcinolone, 3 percent in Desonide, 16 percent in Topicort (post generic launch of Glenmark) and 3 percent in Clomipramine in Q4FY14 vis-à-vis Q3FY14

  • imho_dyodd by imho_dyodd May 31, 2014 6:08 PM Flag

    1. $630m cash(now cd be $680m) - Why can't we acquire marketed or late stage assets ?
    Sun's ex-Taro cash position is lower but yet, Sun has been doing this very aggressively...Dusa, Url, Ranbaxy .

    2. Rest of World market potential for Taro's 190 products. Why is this not being exploited ?

    3. Why can't we conduct an earnings conf call and be accountable to all shareholders at large ?

  • or at least thats what the article. lets hope they use this cash earning 1percent

  • Reply to

    Earning released.

    by valery164 May 27, 2014 5:44 PM
    imho_dyodd imho_dyodd May 27, 2014 6:24 PM Flag

    you gotta be kidding...when you say undervalued by 30-40%.

    -Novexatin itself could be valued in billions considering the competitive advantages
    - row value for taro's 200 products could be huge considering the growth in those markets
    - ackman's presentation applies 20 times ebitda for topical generic business
    - mylan purchased niche generic pharma agila at 18 times ebitda

    please let me know how much taro's fair value is

  • imho_dyodd by imho_dyodd May 27, 2014 6:21 PM Flag

    -3 anda's filed. 27 anda pending
    -cash $650m
    -dollar sales growth ..volume slightly declined
    -great ebitda margin
    -novexatin per their partner will go to phase 2b in 2nd half

    -still no answers
    exploiting Row potential
    use of cash

  • Reply to

    Sales Volumes declining.

    by bs572 May 27, 2014 12:10 PM
    imho_dyodd imho_dyodd May 27, 2014 3:22 PM Flag

    quarter to quarter there can be fluctuations or declines.

    - Overall business is strong as seen over the last 4 years of growth.
    - Anda pipeline has improved significantly
    - Novexatin has huge value. market yet to assign any value to it.
    - Row value (1percent of 2012 sales) yet to be exploited.
    - Don't forget the last niche generic pharma transaction happened at approx. 18 times ebitda (agila specialties)...
    - my speculation is vrx could be make a substantially high offer based on how aggressive vrx has been

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