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Biotech / Medical : Theravance - THRX
THRX 9.810+0.4%Jan 8 4:00 PM EST
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To: kenhott who wrote (55)10/26/2007 10:27:57 AM
From: rkrw  Read Replies (1) of 74
 
Tough question. Usually you can best judge integrity in hindsight! :-)

I think theravance is a decent company, I used to own it when it was more of a no brainer, i.e. when it was selling below the "put" price shareholders could sell to gsk for.

I haven't yet listened to the thrx approvable call. But the pr said they thought they "may" not need new trials. May and the fda is always an iffy assumption as you know.

But seeing mrsa in the media every single day makes me think maybe the fda will see this as an important drug to approve. Plus they have hospital acquired pneumonia data coming out soon that I think should be solid.

Beyond Advair is the program with HR potential, but that's been going a bit slower than I would have liked and seeing gsk's performance with coreg cr makes me a little less optimistic that this is going to be an amazing $10B switch. The data will need to be supportive of superior efficacy and safety.
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