PRTK-RockRat, thanks for your reply.
For Sarecycline, the pricing versus existing competition is a worry. It certainly won't be first line. For Omadacycline, the worry is combos of existing antibiotics is supposedly the new paradigm, so the ability of Omadacycline to compete and get on formularies is being questioned.
Just a couple of additional thoughts-
Seracycline-Acne Vulgaris cuts a wide swath through healthcare, wide enough for even my discipline to study it (I'm a psychologist and there have been articles written about both the suicide risk associated with it as well as Biofeedback as an adjunctive treatment), there will always be parents willing to tell their kids' physician that they want to try something new on the market.
Omadacycline-From what I can tell, drug resistant strains of bacterial infection will always evolve to meet the current treatment(s); an evolutionary reality. Given the relative lack of new antibiotic agents, I assume that there will always be room for new arrows in the quiver, even if combination therapies appear to have gained the upper hand for the time being. Not that I am expecting it, but think of the unintended consequence of the development of a new bacterial "superbug" that is linked to combination therapy. Hospitals are already contending with infection complications never dreamed of 30 years ago. Oy!
PRTK appears well-positioned from both an outpatient and inpatient use standpoint. They deserve a respectable market cap and $350M seems low if/when they have two marketable drugs.
My position in TTPH is relatively modest but I recently added, trading out of MNTA and picking up substantially more. The timing was good, I'm well into the black and may diversify for the antibiotic space investment. I can again thank the content of the information from this board for a new investment idea.
