Replies to post #134968 on Biotech Values

[mcbio]

TSRX weakness on light volume adding here 5.65 anythoughts??

Only question and potential concern I have right now has to do with slide 23 of their recent presentation (http://files.shareholder.com/downloads/ABEA-43S70D/1040841912x0x532262/D8D747A5-9E63-4B3F-8C40-0BDBDE76E7AD/Trius_Overview_January_2012.pdf ). That slide shows what tier tedizolid would be placed depending on how it is priced compared to Zyvox. Note that this slide doesn't take into account the potential of a generic Zyvox. And in the row where it's stated that tedizolid would be priced at a significant premium to Zyvox (which would presumably be the case in the event of a generic Zyvox), tedizolid is listed as being in tier 3 by 90% of the respondents.

Is this a bearish sign? What is the impact of your drug being in tier 3? Presumably this could mean sales might be rather limited in comparison to a generic Zyvox, notwithstanding some of the potential advantages of tedizolid vs. Zyvox? If someone can assuage those concerns, I'm still on board with the TSRX story (no position yet). (I tweeted to Jason Napodano about this but no response; he's pretty good about responding so I imagine he will.)