Tetraphase Pharmaceuticals, Inc. (TTPH)

[Schnauzer1]

The company doesn't communicate because there is nothing new to say. All information is contained in the quarterly conferences and special medical and/or broker/dealer conferences. We know that the timeline for completion of Pivital P3 compicated interabdominal infection is one year and the label expanding cUTI P3 is six months longer. We should know that they will pass the Pivital P3 because it's a repeat of an earlier trial it has passed (this is science after all). So we are a good year away from drug approval. Maybe they will define the ability to bolt on a oral pill arm on the cUTI as that would yield Hugh commercial benefits (dependent on the current P1 evaluation of saturation of oral formulation into blood). Maybe they will get a big buy order from DOD on the antibiotic to address terrorist initiated bio-threat. Or maybe pushing new compound into clinic (though doubt that pending conclusion of P3 due to cash concerns). All things considered, buy as much stock as you can afford at these bargain basement prices, but expect to hold for 3 to 6 months before trending begins increasing stock price. Stock could start a sustained rise due to the intrinsic value of the license for full synthetic production of tetracycline and the 3000 derivative compounds already created by this company, but market appears oblivious thus far (due largely to the miss of P3 for interabdominal - which frankly was faulted by miscalc on oral food effect). So my take is this a short to moderate term hold before value accures. But, certainly don't buy and expect profits tomorrow.