Biotech Values

[mcbio]

TTPH

This is good for three other antibiotic developers I also like: CEMP, DRTX, TTPH.

More questions on TTPH as I'm doing some cursory DD:

1. Slides 12 - 14 of the 7/9/13 JMP presentation (http://files.shareholder.com/downloads/AMDA-1P4BOP/2611727996x0x674552/6a14317a-7a7f-44e3-9f8c-7ac8dbecd0c6/TTPH%20Corporate%20Presentation%20-%20July%202013%20-%20FINAL%20DRAFT%207%203%2013.pdf ) reflect what seems to me to be comparable potency to most pathogens and anaerobes between eravacycline and tigecycline. So, what separates eravacycline from tigecycline and will the drug be able to capture a meaningful portion of tigecycline's market? Is tigecycline close to going generic?

2. For the positive P2 data released on 9/12/12 for eravacycline against complicated intra-abdominal infections (http://ir.tphase.com/releasedetail.cfm?ReleaseID=747618 ), there seems to be comparable cure rate with ertapenem. So, similar questions as in 1. What separates TTPH's eravacyline from ertapenem and will the drug be able to capture a meaningful portion of ertapenem's market? How close is ertapenem to going generic? Are there other competitive threats in this specific space to worry about beyond ertapenem?