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Biotech / Medical : TTPH, Tetraphase Pharmaceuticals
TTPH 2.200-3.5%Jul 28 4:00 PM EDT
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To: tuck who wrote (58)9/20/2017 9:33:11 AM
From: scaram(o)uche  Read Replies (2) of 80
 
Omadacycline is a tetracycline. So, yes, I watch it as a direct competitor, market space and on 30S. Plasmocin, an aminoglycoside, I just sort of generally watch.

Eravacycline had a tad of first mover in it. But Macdonald et al. managed to screw that up, and I George'd it.... took my position when it was selling for less than cash. In general, I'd otherwise avoid the space and the "hurry up and don't use it" issue with sales. Owned Cubist for years. Space is tradable, not so much investable.

Protein binding with eravacycline is a bitch. Oral success is not a given, my view, and I no longer hold shares.
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