Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : 2012 Biotech Charity Contest -- Ignore unavailable to you. Want to Upgrade?

To: rkrw who wrote (429)	1/1/2013 9:40:44 PM
From: mcbio	Read Replies (1) \| Respond to of 513

On TSRX, I don't view their advantages over future generic Zyvox as "meager." First, they will likely be on the market a year or so before Zyvox goes generic. Second, there are many advantages over Zyvox beyond the QD that you note including much shorter course of therapy (6 days vs. 10), better tolerability, etc. They also have a novel wholly-owned gyrase inhibitor set to enter the clinic in 2013. TSRX just missed the cut-off on my charity picks but I am very much considering a position before the second P3 results come due end of 1Q13/early 2Q13 provided I have the funds.

To: rkrw who wrote (429)	1/2/2013 9:32:30 PM
From: scaram(o)uche	Respond to of 513

As you know, I don't like the winding down of R&D. But I also think that DEPO is looking good... B.J. has been updating in the tfif thread, and I have a little and am following. Thanks for your thoughts and disclaimer. tsrx.... thanks also. And looks like McBio stalking is the easy way to stay informed. (Thanks, McBio!) Best! Rick

To: rkrw who wrote (429)	1/3/2013 10:43:51 AM
From: Biotech Jim	Read Replies (2) \| Respond to of 513

I held DEPO for about the past 2 years and ran out of patience even though I did have a gain on it. I still like the potential for Gralise, though. I have now moved on to other pastures. Regardless, I am expecting a market turndown early this year, but we shall see. I do have a buy list ready, but also looking for more ideas. Rick, have you ever done DD on SGMO? I listened to their early Dec 2012 analyst day presentation, and I think they did a good job of telling the story. My biggest worry is insufficient targeting of the respective cells to show dramatic efficacy for their various approaches. Also thinking about the longevity of maintaining the altered genotype. The plant collaboration has a lot of potential IMO. I do not currently hold a position, but still evaluating SGMO and need to read some of their pubs now.