Biotech Values

[mcbio]

TTPH

I'll have to write an article to answer all of your questions. But I am not a promoter of stocks I own .

You can always send me a book as a private DM. lol

It's pretty much a given all antibiotics currently in development are going to compete against generic after 2015/2016 timeframe due to simple math FDA hadn't approved any new antibiotic for quite some time now - the silver lining is there is some urgency for new antibiotic which was the reason my interest in antibiotic space lately. If generic is your main concern, you shouldn't be in any antibiotic. I on the other hand think the concern has been overblown relative to valuation which was why I liked TSRX since last year. There's similarity to TSRX story here. One important feature of eravacycline is to have oral step down dosing regiment that will differentiate from others in tetracycline class but also some other classes against gram negative pathogens. TTPH is going to report ph1 oral dose MAD portion trial this quarter. I am not aware anyone else is developing tetracycline class antibiotic right now. There are some other classes of drugs in late stage development for gram negative pathogens - they are listed in TTPH presentation.

I just listened to their JMP presentation and thought it was pretty good and nice overview. Sounds like they have the only oral gram-negative antibiotic in development. Also, apparently tolerability advantages over tigecycline and I believe potential dosing advantages as well (besides oral). This one is going on my watchlist. They have plenty of cash as well. I like that they seem to be going after a different market than most of the other players in this general space.