Tuesday 18 December 2012

The flawed bear thesis on TSRX

Please check out my first collaboration with Jason Napodano, CFA on Trius Therapeutics.  Trius is currently developing tedizolid for the treatment of acute bacterial skin and skin structure infections (ABSSSI). They should be reporting results for their phase 3 pivotal study which has been conducted pursuant to a SPA agreement, in 1H 2013.  I hold a long position in this stock.  Anyone with an interest in this market should also look at Durata Therapeutics Dalbavancin. DRTX is set to report results for their second pivotal study (also conducted under a SPA agreement) in Q113.

Here is a link to the full article on PropThink.

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