Optimer Pharmaceuticals Inc (NASDAQ:OPTR)

soon likely to start dropping again

Optimer stock is weathering yet another quarter of disappointing Dificid revenues by floating the old "strategic alternatives" flag. Sometimes the sale happens, more often that not it doesn't. I remember that tactic didn't work out very well for Savient. Dificid has been a confusing underperformer, given that clostridium difficile infection continues to be a crisis in the US health care system and the available therapeutics are clearly insufficient. Perhaps a larger pharma feels like they have the skills to make Dificid more profitable, but I suspect antibiotics are a relatively low priority for most of those companies. Even if a buyout does occur, I think it will take long enough that most of the short-term momo traders will get bored and exit.

Fundamental management problems. Strips Co-Founder of Chairman Title, Fires Two Execs.

Breast cancer cure on the way!

Market cap of $560... only commercial drug has done $24M in 6 months... they are already talking about increasing utilization with an expanded label, with no clinical trials for expanding their label underway.... you do the math.

FDA approval for Dificid to treat gram positive( C-diff) bacteria, a potentially deadly superbug which causes,clostridium difficile associated diarreah. (CDAD ). This is an alternative drug to Vancomycin which has been the main antibiotic to treat c-diff. In bed with cubist pharmaceuticals.

FDA Approval will bring this to $15 or more

midcap biotech with sales

Fidaxomicin will soon be approved, treats a major problem that is miserable and costly. They will be bought out or soon have a co-marketing deal taking the stock price up 50%. The product is a marketing dream.

PDTbiotech haiku

Doctors are scared of

vancomycin resistance

you're dead meat C. diff

currently 180 shares in my portfolio.

Toxic megacolon is as bad as it sounds. There are several studies (see below) out there arguing that vancomycin is losing its effectiveness against C. Diff (as well as MRSA but that's another subject). Despite Vanc becoming more cost efficient I still think a significant market exists in this area along side Flagy and Vancomycin.

http://gastroenterology.jwatch.org/cgi/content/full/2008/125/1

11.7

Unique drugs un advanced clinical stages. With many of the larger pharma looking for new money making patented drugs, M&A for companies such as OPTR will be on the rise.

This company's cure for c diff colitis looks extremely promising in clinical trials and may be nearing FDA approval. Should be a great take-over candidate if this occurs.

Consumer stables, recession, good prices.

This is the little stock that could today!!! Earnings dont look all that great and there really isnt any real selling.

Cautious but wouldnt buy at this price anyway especially when all my favorite stocks are super cheap.

Approval relatively close...prime acquisition target

big time insider purchases at these levels, late phase III trials, which are probably looking promising, at least according to management. Only 1 drug currently on market that's FDA approved, so OPT-80 has good risk/reward.