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I am long on this one since the

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X-Biotix Therapeutics Joins Antimicrobials Working Group PR Newswire (US) - 7/1/2019 9:13:00 AM
Antimicrobials Working Group Highlights Member Company Participation at ASM Microbe 2019 PR Newswire (US) - 6/20/2019 11:13:00 AM
ContraFect Announces ASM Microbe 2019 Outstanding Abstract Award and Presentation of New Data GlobeNewswire Inc. - 6/17/2019 5:00:00 PM
Antimicrobials Working Group Commends Senator Isakson and Senator Casey for Introducing Legislation to Improve Access to Inno... PR Newswire (US) - 6/7/2019 9:27:00 AM
ContraFect Awarded $7.2 Million USAMRDC Grant to Support the Advancement of Lysin Candidate CF-296 GlobeNewswire Inc. - 6/6/2019 7:00:00 AM
ContraFect Announces Presentation at the International Society of Cardiovascular Infectious Diseases Symposium GlobeNewswire Inc. - 6/3/2019 7:00:00 AM
ContraFect Announces Publication of Paper on Recent Exebacase Data in Antimicrobial Agents and Chemotherapy Journal GlobeNewswire Inc. - 5/31/2019 7:00:00 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 5/29/2019 5:02:14 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/29/2019 4:35:38 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/29/2019 4:33:52 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/29/2019 4:27:39 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/29/2019 4:25:03 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 5/29/2019 4:22:57 PM
Securities Registration: Employee Benefit Plan (s-8) Edgar (US Regulatory) - 5/13/2019 5:30:16 PM
Quarterly Report (10-q) Edgar (US Regulatory) - 5/10/2019 4:24:58 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 5/10/2019 4:13:39 PM
ContraFect Reports First Quarter 2019 Financial Results and Provides Business Update GlobeNewswire Inc. - 5/10/2019 7:00:00 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 5/9/2019 4:53:42 PM
ContraFect to Host R&D Symposium on Direct Lytic Agents (Lysins and Amurins) with Clinical Thought Leaders on Infectious Dise... GlobeNewswire Inc. - 5/8/2019 7:00:00 AM
ContraFect Presents Additional Positive Data from the Phase 2 Trial of Exebacase at the 29th European Congress of Clinical Mi... GlobeNewswire Inc. - 4/16/2019 5:15:00 AM
Antimicrobials Working Group Highlights Member Company Participation at the 29th European Congress of Clinical Microbiology a... PR Newswire (US) - 4/12/2019 10:08:00 AM
Amended Statement of Ownership (sc 13g/a) Edgar (US Regulatory) - 4/10/2019 1:30:46 PM
ContraFect Announces Publication of Exebacase Data in Antimicrobial Agents and Chemotherapy Journal GlobeNewswire Inc. - 4/8/2019 7:00:00 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 4/4/2019 1:30:22 PM
ContraFect Announces Presentations at the 29th European Congress of Clinical Microbiology and Infectious Diseases (ECCMID) GlobeNewswire Inc. - 4/4/2019 7:00:00 AM
davidmicrocap   Saturday, 03/23/19 09:57:47 PM
Re: None
Post # of 117 
I am long on this one since the big drop.
I am postulating if the drop is related to the absence of synergistic effect on MSSA. Of course the trial design at this scale was not for proving efficacy, but it did show some light on the potential effect of CF-301.
Second, the MRSA proportion in Phase II is about 35-40%, it is suspicious if this composition can be sustained in Phase III, although management said this range of MRSA is expected. Since CF-301 is highly effective in MRSA but not in MSSA when used with SoC. The composition of the study population greatly affects the overall efficacy. In other words, if Phase III does not have MRSA portion like this time, then likely we are seeing reduced overall efficacy.
For the left-sided endocarditis, I think it doesn't impose much pressure on stock price. I think from the very beginning, there is limited hope on left-sided endocarditis since it is really difficult to treat with medication. Daptomycin was also approved for bacteremia and right-sided endocarditis around 13 years ago.
However, overall speaking, I think CF-301 likely to show effect on MRSA cases and maybe some effect on MSSA (if left-sided endocarditis is excluded, likely we may see somer effect in Phase III). Therefore, I still think CFRX is a good risk/reward candidate at this share price.

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