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Trius Therapeutics, Inc. (TSRX) Message Board

sonofarailman 81 posts  |  Last Activity: Mar 26, 2014 6:13 PM Member since: Jul 21, 2005
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  • sonofarailman by sonofarailman Mar 26, 2014 6:13 PM Flag

    This stock gets the highest recommendation from Morningstar, 5 stars. Why does it trade at $1.70? " We're maintaining our fair value estimate for Lexicon at $3.50 per share. Although we have removed sales from our valuation model for LX1033 in irritable bowel syndrome, we think progress with LX4211 in renal impairment and type I diabetes warrants a higher assumed probability of approval, and we have raised the probability in our model to 50% from 30%. We think LX4211 could achieve peak sales above $2 billion. This implies a roughly 10% share of the SGLT-2 market by 2018 and a 20% share by 2022. We now think a potential partner could be waiting for data from a type I diabetes study (expected in the first quarter of 2014) before inking a deal. Therefore, we assume that Lexicon will begin to receive milestone and upfront payments from new partnerships in 2014. We still assign telotristat etiprate (LX1032) a 60% probability of approval, as the drug entered Phase III trials in 2013. We expect LX1032 to see peak sales above $300 million, and we assume that Lexicon retains full rights to this rare-disease drug. We're maintaining our fair value estimate for Lexicon at $3.50 per share. Although we have removed sales from our valuation model for LX1033 in irritable bowel syndrome, we think progress with LX4211 in renal impairment and type I diabetes warrants a higher assumed probability of approval, and we have raised the probability in our model to 50% from 30%. We think LX4211 could achieve peak sales above $2 billion. This implies a roughly 10% share of the SGLT-2 market by 2018 and a 20% share by 2022. We now think a potential partner could be waiting for data from a type I diabetes study (expected in the first quarter of 2014) before inking a deal. Therefore, we assume that Lexicon will begin to receive milestone and upfront payments from new partnerships in 2014..."

    Sentiment: Buy

  • sonofarailman by sonofarailman Mar 20, 2014 6:39 AM Flag

    Only 3 per cent of all ANDA's are approved by the FDA. This one won't be in the near future. The results will be somewhat positive, but need much more testing over years and years with much larger expensive trials. The current samples are much too small. The bull market in this stock is long in the tooth. I 'm taking my profits and going.

    Sentiment: Sell

  • sonofarailman by sonofarailman Mar 12, 2014 9:59 AM Flag

    S and P gives this firm 5 stars. The target price is $100. Revenues will pick up in Fiscal '15, beginning soon. I can't see that the missing Malaysian airliner's problems were caused by TGI. Current international tensions and demand for international travel by the growing new word-wide middle class will bolster travel, aircraft orders and TGI's components business. If the selling is now, it is almost over. The new Dallas factory will bolster efficiency. This is an $77-$80 plus value stock, with a 20% upside from here within less than a year. I'm a long term buyer here for my retirement fund. Where is the serious comment on this board?

    Sentiment: Strong Buy

  • sonofarailman by sonofarailman Jan 3, 2014 6:04 PM Flag

    Morningstar gives EXC a strong analyst report, 5 Stars for the long term and a $42 Fair Value. I'm a buyer here for the long haul with the dividend for my IRA. With E.P.A. limits on coal, nuclear is a steady pollution free power source with a strong moat. It is also O.K. with Obama's E.P.A. Taper means slow the buying while interest rates are kept low by the Fed. through 2014 at least, not raise them soon. Thanks, Citi for the gift! I think your downgrade is wrong!

    Sentiment: Strong Buy

  • sonofarailman by sonofarailman Nov 27, 2013 8:11 AM Flag

    In my opinion, short term panic equals a buying opportunity. In 5 years, almost all electronic passwords (billions of them) will be spoken (not typed) using Nuance type products for voice recognition. (Hear Vanguard Funds voice recognition rather than type a password). Hacking passwords will be over. This is your chance to get in. I'm all in at these prices for the long term. Buy-buy-buy.

    Sentiment: Strong Buy

  • My clients who are suffering from Parkinson's are hopeful and looking forward to positive results.

    Sentiment: Strong Buy

  • Would there be any future value?

  • Reply to

    Extended Tender Date

    by sonofarailman Sep 6, 2013 7:05 AM
    sonofarailman sonofarailman Sep 6, 2013 5:16 PM Flag

    Sorry. My original post said I received the call on Sept. 6th. It was a Sept. 5th robo call announcing the extension to Sept. 13th..

  • sonofarailman by sonofarailman Sep 6, 2013 7:05 AM Flag

    I have gotten a call from TSRX on Sept. 6th that the tender date has been extended to Sept. 13th What does this mean re: the tender offer?

  • sonofarailman by sonofarailman Sep 3, 2013 12:02 PM Flag

    This stock will be like TSRX, a company stock that I have that gets bought out by a larger company for large profit for investors who have faith in the product(s) being developed or being sold. I think that LF will be enormously successful at Xmas and then be bought next year by mattel or hasbro for $13 to $17 per share. A glitch in one of their many fine products doesn't mean much to me. I'm in. LF is on a one-day-sale. Ca-Ching!

    Sentiment: Strong Buy

  • Reply to

    Is now a good time to buy ?

    by berchik Aug 14, 2013 2:17 PM
    sonofarailman sonofarailman Aug 16, 2013 11:54 AM Flag

    This is my buy point. This stock will be in the 90's in 3 years or less.

    Sentiment: Buy

  • sonofarailman by sonofarailman Aug 1, 2013 11:34 AM Flag

    Doesn't this company have a history of the share price dropping on the earnings news?

    Sentiment: Sell

  • Reply to

    Canadian Taxes on Dividends

    by rfenton32 Jun 9, 2013 9:03 AM
    sonofarailman sonofarailman Jul 5, 2013 6:58 PM Flag

    My broker says 15 per cent and you won't get a tax credit in an Ira.

    Sentiment: Buy

  • Reply to

    Canadian Taxes on Dividends

    by rfenton32 Jun 9, 2013 9:03 AM
    sonofarailman sonofarailman Jul 5, 2013 2:55 PM Flag

    No. 15 per cent is withheld from all accounts. You will not get any of the 15 per cent back in a retirement account.

    Sentiment: Buy

  • sonofarailman by sonofarailman Jul 5, 2013 2:44 PM Flag

    RCI is not going away because VZ is planning to fritter away billions to gain a less than 5 per cent share of the Canadian market. RCI is more than a telco. It has many other businesses. Neither Canadians nor the Canadian government should or will put up with VZ snooping activities. This sell-off is an RCI buying opportunity in my opinion.

    Sentiment: Buy

  • sonofarailman by sonofarailman Jun 27, 2013 6:20 PM Flag

    I've decided that Verizon will probably not meet Canadian privacy standards. I've decided to back up the truck and buy!

    Sentiment: Buy

  • Reply to

    selloff??

    by snipedawg99 Jun 26, 2013 9:52 AM
    sonofarailman sonofarailman Jun 27, 2013 1:56 PM Flag

    Verizon has big bucks, is looking for growth, has good products, offers great intro. prices to get customers to buy and markets them with a big budget. If Verizon is doing more here than a hip check seeking better roaming rates from the big boys, RCI's share of the telecom pie could shrink while they (RCI) still have a high debt load. Otherwise, this is a great time to buy RCI for retirement. Eh?

    Sentiment: Hold

  • sonofarailman by sonofarailman Jun 13, 2013 1:48 PM Flag

    I have been researching stocks for 35 years and have come to the conclusion that the sky is not falling, the world will need steel, that MT is a leader in the field and after monetary easing is done, economies around the world will recover and prices for this product will rise. If you have a 2 to 3 year time horizon, want a nice dividend while you wait, and seek a price around $25-$35 a share, then buy this Most Undervalued Stock, MT.

    Sentiment: Strong Buy

  • sonofarailman by sonofarailman Mar 1, 2013 10:23 AM Flag

    Washington is broken. The sequester will roll out slowly and the unemployment rate, especially in militarily sensitive states will rise. I think lower gas and oil prices are on the way. This means less drilling and the need for rigs and parts is coming. I'm out at $67 with a nice long term gain. As my father used to say, investing well means getting out when the getting is good.

    Sentiment: Strong Sell

  • Get emotion out of your investing! Apple may temporarily not be seen as a high flier, but any long term investor has to be getting in here for a stable and probably growing dividend and a probable stock buy back that will get the shares back in the 500s soon. I'm in at $460 big time for the future. Don't be swayed by analyst expectations. This company makes gobs of money the old fashioned way, they make products that work and that people want. Tim Cook has my support to guide AAPLs future.

    Sentiment: Strong Buy

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