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Trius Therapeutics, Inc. (TSRX) Message Board

imho_dyodd 90 posts  |  Last Activity: 2 hours 30 minutes ago Member since: Jul 19, 2012
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  • Reply to


    by imho_dyodd Apr 1, 2015 9:53 AM
    imho_dyodd imho_dyodd Apr 1, 2015 11:59 AM Flag

    Ironically this is happening in the market where

    1) IPOs are hot...many many egs including godaddy which is up 35%
    2) Biotech n pharma stocks are heavily overvalued. Eg: Look at ANAC ..boasting $2.5b mcap with 1 commercial prod n no profits. CEMP trading $1.2b wo p3 data
    3) M&A is hot and deal financing is easy to raise

    makes me feel there is someother factor here at taro for it to make lows with its strong fundamentals and performance ?

    What a mediocre investment it has been over a year in the biggest biotech bull market taro is up ~20%?

    $750m cash accumulation over 4 years has not earned anything meaningful over the last 3 years. now ironically n sadly this gunpowder can be used against us.

  • Reply to


    by imho_dyodd Apr 1, 2015 9:53 AM
    imho_dyodd imho_dyodd Apr 1, 2015 11:42 AM Flag

    price becoming dangerously convenient for "offer" / "buyback"

    very sad

  • imho_dyodd by imho_dyodd Apr 1, 2015 9:53 AM Flag

    who else thinks so?

  • imho_dyodd by imho_dyodd Mar 20, 2015 1:08 PM Flag

    there are too many risks to kerydin sales...and this does not have any other commercial product yet

    yet it trades at 2.4 billion market cap which is a big joke

  • Reply to

    Is taro Canada going to expend manufacturing?

    by valery164 Mar 18, 2015 10:08 PM
    imho_dyodd imho_dyodd Mar 19, 2015 1:09 AM Flag

    here is a quote from almost a year ago from ontario newspaper


    The province is contributing $7 million toward the $247 million project, which will increase Taro's plant capacity by 50 per cent and potentially double the number of products it brings to market. Integrating R&D into the manufacturing process will help the firm boost efficiently and stay competitive.

    Through this project, Taro will anchor its facility in Ontario, keeping highly-skilled jobs in the province, reducing supply chain and transportation costs, and ensuring it remains a major life sciences manufacturer in North America.


    my speculations (pure speculations and guess), it is possible that they are increasing capacity to supply to other markets

    I also believe integrating RandD to manufacturing and increasing speed to market, could greatly increase Taro's competitive advantage.

  • Reply to

    credit suisse: actavis matches clobetasol prices

    by doodhaa Mar 16, 2015 7:59 PM
    imho_dyodd imho_dyodd Mar 16, 2015 8:09 PM Flag

    example look at ANAC. does it deserve $2.5b market cap? 1 onychomycosis product inferior to novexatin (we will know novexatin topline data hopefully end of the year)

  • that is some good news.

  • Reply to

    sun acquisition spree

    by imho_dyodd Mar 10, 2015 5:45 AM
    imho_dyodd imho_dyodd Mar 12, 2015 4:11 AM Flag

    This is getting ridiculous. $250-$300 stock trading at $140. Only 1 shareholder couldcould be very elated at this

    As I have repeatedly highlighted they need to present this story in good light at investment conferences where market makers go like market peers prgo, mylan and actavis do

  • imho_dyodd by imho_dyodd Mar 10, 2015 5:45 AM Flag

    1.gsk opiate business
    2. Pharmalucense
    3. Dusa
    4. Merck derma 3 asset
    5. URL
    6. Ranbaxy
    7. 4% stake increase in taro achieved using taro share buyback

    Taro's only purchase novexatin has still not moved to phase 2b nearly 1.5 years since its acquisition.

    Arguably taro shareholder who has been the biggest beneficiary is sun and Mr. S.
    Imo Tarprofitsprofits have kept sun stock high enough which they have usedprofitably in recent buyout of ranbaxy. Also taros cash bolsters suns balancesheet so it can take on debt and make acquisitions still be under leveraged

  • Reply to

    Thank to Sun Pharma managment

    by valery164 Feb 11, 2015 12:07 PM
    imho_dyodd imho_dyodd Feb 23, 2015 3:11 PM Flag

    one should do benchmark of use of cash ($600m balance for 3 years) with market peers as well as sun and show it to our indie dirs

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