Replies to post #164704 on Biotech Values

[ronpopeil]

Is cbst a buy?

[mcbio]

TTPH

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

Is TTPH antibiotic potentially the most novel of these with ability to treat both gram-positive and gram-negative bacteria?

[DewDiligence]

Biotech trivia—The CBST/TSRX/OPTR deals prompted a question on Twitter as to whether another company had ever purchased two biotechs simultaneously. The answer is yes, it was done in 2007 by the former shell company now known as OPK: #msg-18262352.

[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?

[DewDiligence]

The pharmacoeconomic argument for DRTX’s Dalvance:

http://www.forbes.com/sites/wendydiller/2014/06/05/how-durata-plans-to-market-its-expensive-new-antibiotic/