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Trius Therapeutics, Inc. (TSRX) Message Board

markak1515 33 posts  |  Last Activity: Jul 24, 2014 6:27 PM Member since: Apr 15, 2005
  • because the stock has been cut in half since Jan. Hopefully it's just an illusion and when he gets on the conference call Friday it will be whole again.

  • Reply to

    Just got wind of our earnings report

    by holycowitsterrific May 12, 2014 12:30 PM
    markak1515 markak1515 May 12, 2014 1:57 PM Flag

    I've had no issues getting information from them.

  • Reply to

    Some body knows something here

    by holycowitsterrific May 8, 2014 11:56 AM
    markak1515 markak1515 May 8, 2014 12:05 PM Flag

    No one knows anything. 15-20k shares means nothing. Any joe schmo can dump 20k shares...less than $10k

  • Reply to


    by bv2929 May 6, 2014 5:57 PM
    markak1515 markak1515 May 7, 2014 5:37 PM Flag

    All of Kirk's companies are getting killed. Others are SYN, HALO, FCSC...all down 50% or more in the last few months. SYN is the only one that had a good reason to tank.

    I started building a position today at $1.60-1.70. It really turned quickly though before I could buy too many shares...weird. Remember only 4 months ago the stock was $4+ and management had to issue a PR saying they don't comment on abnormal trading activity? My how times have changed...

  • markak1515 markak1515 May 6, 2014 4:22 PM Flag

    The meeting date is really insignificant. It's extremely unlikely that anything that happens on Thursday will be made public. They'll just refile shortly after the meeting and then we have another long wait.

    But the stock is holding up well. I follow about 2 dozen biotechs and only 2 of them were flat today, the rest were red. GTHP was one of the flat ones. Woo hoo

  • Reply to

    Very Quiet

    by beasley22000 May 6, 2014 7:18 AM
    markak1515 markak1515 May 6, 2014 4:05 PM Flag

    a month since last PR and the last few PRs were all about additions to the BOD. It's been 4 months since we had a PR that was meaningful on the business side. Hopefully these guys have been hard at work and soon news will start to flow.

  • markak1515 by markak1515 May 5, 2014 9:59 AM Flag

    LuViva is the best screening tool out there. If I'm GE or some other large device maker, why not buy GTHP, run the 10,000 patient pivotal trial required to get Luviva approved as a primary screening tool, and then you have a unique device which no one else has which will become the standard of care? Seems like an investment of maybe $200M would allow a large company like GE to establish themselves as the dominant force in screening for cervical cancer.

  • Reply to

    Friggin FDA

    by markak1515 May 2, 2014 12:04 AM
    markak1515 markak1515 May 2, 2014 10:13 AM Flag

    I think the FDA is doing okay when it comes to NDA/BLAs. I just find the PMA process in particular incredibly painful and controlled by whimsy and politics instead of science.

    And my experience is contrary to what you are saying about CE Mark. Take CorMedix for example, CE mark was obtained July of last year, product was sold in December of the same year. Sure there is some additional paperwork for certain countries but you can at least be assured once you have the CE Mark, it's just paperwork. You're not going to get the CE Mark and then France is going to say "we want to see an additional 500 patient clinical trial."

  • Reply to

    FDA Question?

    by edfiggy May 2, 2014 9:42 AM
    markak1515 markak1515 May 2, 2014 9:55 AM Flag

    I would say if it takes 180 days or more, it's not getting approved. If it's approved, I think it will be much less than 180.

  • Reply to

    FDA Question?

    by edfiggy May 2, 2014 9:42 AM
    markak1515 markak1515 May 2, 2014 9:45 AM Flag

    Neither of you, the FDA will do whatever they please. Seriously though, I think it's likely to be some where in between. They're not going to walk out of the meeting and say "okay you're approved" but given that they've reviewed the application numerous times already, it's not going to take 180 days.

  • Reply to

    Friggin FDA

    by markak1515 May 2, 2014 12:04 AM
    markak1515 markak1515 May 2, 2014 9:39 AM Flag

    I'm not trying to find my way to the FDA's heart. I'm doing an honest assessment and trying to figure out why the CE Mark takes 6 months and the FDA process for the same product takes 4+ years. Is it because the FDA cares more about the safety of American's than EU regulators care about Europeans? I don't think so. FDA is way too fickle and they get away with it. They can change their mind whenever they want with no accountability.

  • markak1515 by markak1515 May 2, 2014 12:04 AM Flag

    I've only been following GTHP for about 6 months. Just went back and read every 8k for the last 2 years and wow, the FDA has been jerking this company around for way too long. Only in America do regulators have this much power. It took what, 6 months to get a CE Mark? FDA will end up taking almost 3 years. These were the remaining questions as of 9/13/13:

    1) An analysis requested by FDA and included in our amended PMA specific to a) patient follow up data and b) combining human papillomavirus test results with the LuViva result in a patient management algorithm.
    2) Procedures related to the cleaning and disinfection of the LuViva device
    3) A technical question pertaining to the optics of the device.

    These should be easy to address and I don't see how it doesn't get approved after this next submission. Also remember Gene is quite incentivized to get the stock price up. He gets 500k shares if the stock is above $1.50 for 30 days, and another 500k if it's above $2.50. That's a lot of cash. I think this time next year GTHP will be in good shape.

  • Reply to

    Yahoo Glitching

    by luckytrufflepig Apr 30, 2014 2:43 PM
    markak1515 markak1515 May 1, 2014 11:56 AM Flag

    Even after SYN tanked, it still has a market cap 2X that of CRMD! Insane. CRMD needs to partner with Intrexon on something, apparently that is the secret. Maybe XON can help CRMD mail out the ballots for the annual mtg.

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