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Trius Therapeutics, Inc. (TSRX) Message Board

luckytrufflepig 33 posts  |  Last Activity: Aug 20, 2014 8:13 AM Member since: May 4, 2012
  • Reply to

    Q2

    by steve.higgins16 Jul 2, 2014 7:25 AM
    luckytrufflepig luckytrufflepig Jul 7, 2014 8:22 AM Flag

    Execution here has been problematic to say the least. They were almost a year late on obtaining the CE approval and a year after said approval CRMD has negligible sales to date. Hopefully the new BOD members will inject the missing talent/effort/focus/??? into the equation. Recent proxy vote likely hints at a certain level of frustration. Elliot will not wait forever.

    Withholding judgement until the next CC. The FDA side appears to be progressing. Progress re: the commercialization effort is an an unknown at this point.

  • Reply to

    Future Catalysts

    by wizdom3 Jun 24, 2014 2:02 PM
    luckytrufflepig luckytrufflepig Jun 25, 2014 12:31 PM Flag

    Sent

  • Reply to

    Future Catalysts

    by wizdom3 Jun 24, 2014 2:02 PM
    luckytrufflepig luckytrufflepig Jun 25, 2014 12:19 PM Flag

    o you have an email at which I can ping you??

  • Reply to

    Future Catalysts

    by wizdom3 Jun 24, 2014 2:02 PM
    luckytrufflepig luckytrufflepig Jun 25, 2014 11:51 AM Flag

    Fully understand your point but I would counter that partnering with a large EU partner who could roll over TP is preferable since historically trying to merge with a private entity is difficult since the financials are often questionable and private owners tend to overvalue their franchise. TP cannot sell to anyone else based on the IP issue so what is the franchise really worth? Perhaps giving them a minority interest in CRMD in return for revenue streams and utilizing them as a long term manufacturer with a negotiated margin is a possibility. Buying them out----NO. I also suspect there may be all kinds of skeletons in TPs financial/legal closet. You would have to do an asset swap (stock for sales?)of some sort as opposed to a merger.

    The Germans likely do not want paper (stock) but again, who the heck do they sell the franchise to ??? TP has stolen enough over the years already. .

  • Reply to

    Future Catalysts

    by wizdom3 Jun 24, 2014 2:02 PM
    luckytrufflepig luckytrufflepig Jun 25, 2014 10:16 AM Flag

    #4 is the value driver. Clean IND will likely lead to trial partnering. 10% chance partnering talks will move onto larger discussion of owning the cow as opposed to a % of milk sales. Becton, Baxter, Amgen, Abbot all good fits. This is a catheter care company, not simply a dialysis play so hopefully they stay out of the clutches of Fresenius. When the heck are they going to go after Tauropharm. IP theft should not be permitted to continue for YEARS. CMON--ask Elliot for a wee bit of help. Elliot has attack dogs that eat Rottweilers for fun. Could we borrow them for a trip to the Fatherland. Surely, they could decimate a small privately held entity controlled by 3 guys from Germany.

  • Reply to

    The letter........

    by richmando Jun 19, 2014 11:41 AM
    luckytrufflepig luckytrufflepig Jun 19, 2014 12:07 PM Flag

    This is the downside of a small comopany. They have done much with few hands over the past 2 years but now it is time to execute. Mark approval is almost 1 year old and to date they have booked $24,000 in reported sales. Time to produce. My hope is that we get some news on the FDA front SOON.

  • luckytrufflepig by luckytrufflepig Jun 11, 2014 6:00 PM Flag

    Please remember to vote your proxies.

  • Reply to

    Delisting

    by lost.believer Jun 10, 2014 11:07 AM
    luckytrufflepig luckytrufflepig Jun 11, 2014 1:16 PM Flag

    Sorry. I believe MarkAk is correct. The delisting issue is technical and based upon positions held by Elliot and Kingsbrook. Both have a vested interest to keep liquidity in the issue.

  • Reply to

    Delisting

    by lost.believer Jun 10, 2014 11:07 AM
    luckytrufflepig luckytrufflepig Jun 10, 2014 11:43 AM Flag

    Lots to look forward to on FDA front and (hopefully) commercial aspects of EU. . I suspect they want to get something done short term or it could be a contentious annual meeting/BOD vote. Q2 is over in 3 weeks. Where the heck are our distribution deals???

  • Reply to

    Very Quiet

    by beasley22000 May 6, 2014 7:18 AM
    luckytrufflepig luckytrufflepig Jun 9, 2014 11:36 AM Flag

    I was hoping for an update on FDA progress and (per the CEO comments on the last 2 CCs) a distribution deal or two to be announced in the EU. The end of Q2 is weeks away and we have yet to hear a peep. Frustrating .

    Is anyone planning on attending the annual meeting?

  • Reply to

    Trust NVAX Management

    by joeschmo_4 Jun 5, 2014 9:03 AM
    luckytrufflepig luckytrufflepig Jun 5, 2014 11:34 AM Flag

    I was invested with these guys years ago in IOMAI. They are an able and trustworthy team. Bought a few today and will be adding in the coming weeks.

  • Reply to

    Added Today

    by beasley22000 Jun 3, 2014 5:59 PM
    luckytrufflepig luckytrufflepig Jun 4, 2014 1:48 PM Flag

    Added to my Felis domesticus today as well.

  • luckytrufflepig by luckytrufflepig Jun 2, 2014 8:41 AM Flag

    The entire BOD is up for nomimation. Funny, I assumed they would stagger the board when the new folks came on. June is upon us. Q2 over in 4 weeks

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