Equity Field Notes from temporal sources

[DanWebzster]

TTPH will have a PDUFA date on 8/28/18 for an antibiotic aimed at complicated intra-adominal infections.

Also in the pipeline:
* Fast tracked Ph1 treatment for bacterial pneumonia
* Ph1 treatment against resistant bacteria generally

TTPH has a deal with Everest Medications of China to commercialize Eravacycline in Asia.

Q1/2018 Cash = $118mn

If Eravacycline is approved, pps could reach for $7. I would not own this stock pre-approval.

TTPH's most attractive asset from a take-out perspective is its synthetic chemistry I.P.

The bear case for all antibiotics is that most of today's market is fulfilled by cheap generics and those who get "super bugs" tend to be immunocompromised and knocking on heaven's door.