Thu, Apr 17, 2014, 9:37 AM EDT - U.S. Markets close in 6 hrs 23 mins

Recent

% | $
Quotes you view appear here for quick access.

Trius Therapeutics, Inc. (TSRX) Message Board

sonofarailman 3 posts  |  Last Activity: Mar 26, 2014 6:13 PM Member since: Jul 21, 2005
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • 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 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 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

TSRX
13.63-0.05(-0.37%)Sep 11 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.