Theravance - THRX Message Board

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Biotech / Medical : Theravance - THRX

THRX 9.810

+0.4%

Jan 8 4:00 PM EST

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To: rkrw who wrote (2)	1/6/2005 12:31:39 PM
From: tuck	Read Replies (2) of 74

Looking in EDGAR to check insider/VC bailing in Wave II companies such as this. Have found very little, in fact moderate buying (a few shares for the kids sort of thing) in a few. THRX also has promising looking antibiotic. Being tested directly against vancomycin. Overcomes methicillin resistant strains that vancomycin doesn't. Trials designed to highlight this, for example: Message 20837517 As you noted on the Valuation thread, weird capital structure twist, kind of a strangle (i.e. OTM put and call effect if I'm reading it right). Thus serious upside and downside limited, but plenty of leverage to get there, since they apparently own the antibiotic outright? I ask, because I haven't looked. Trying to get up to speed on some of the Wave II companies others arn't following, also checking up on Metabasis. Are you looking at any others? I like ACAD, but secondary coming soon, IMO. Cheers, Tuck

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