Tetraphase Pharmaceuticals (NASDAQ:TTPH)

CAPS Rating: 3 out of 5

Results 1 - 9 of 9

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Member Avatar clangmead (41.85) Submitted: 2/11/2016 9:45:47 AM : Outperform Start Price: $4.26 TTPH Score: -9.74

mpor1

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Member Avatar oscillation (33.30) Submitted: 1/16/2016 12:59:47 PM : Outperform Start Price: $5.60 TTPH Score: -30.22

nev

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Member Avatar zzlangerhans (99.79) Submitted: 1/11/2016 9:28:11 AM : Outperform Start Price: $7.99 TTPH Score: -48.92

Tetraphase has been unusually volatile in the absence of catalysts since the September plunge on the IGNITE2 failure. The stock initially declined into the 7's, rebounded to the 11's, and is now back near cash in the low 7's. Some of that motion is likely related to instability in the broad markets, but I think it is also related to uncertainty regarding the company's short term plans for eravacycline. If the company decides to submit an eravacycline NDA for the narrow indication of cIAI this year, the stock could rise back into the teens. However, if they decide to run a new phase III before submission, the stock is probably dead money at best for the rest of the year. I think the risk/reward ratio starts to turn positive below 8, so I'm placing a green thumb and I'll be watching how the stock holds up if the sector retreat continues.

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Member Avatar Hendrickson71 (< 20) Submitted: 9/18/2015 4:44:11 PM : Outperform Start Price: $12.50 TTPH Score: -69.54

have a good weekend everyone. Next week - $16

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Member Avatar mdriver78 (31.51) Submitted: 9/9/2015 4:12:56 PM : Outperform Start Price: $7.75 TTPH Score: -52.40

Hammered by FDA, but the antibiotic license for Manufacturing Technology developed by Harvard. The chemically based technology has great promise for overcoming biological resistance and is on track upgrade the methods for production of the long established tetracycline molecule. Eravacycline developed to treat urinary tract infections, intra-abdominal infections and pneumonia has been through 2 Phase 3 trials for intravenous and oral delivery, the oral delivery has been reported inferior to existing medications but the decline in share price attributed to this pronouncement ignore the proven intravenous effectiveness. TTHI has $242 MM in cash

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Member Avatar CMFAtlas (25.67) Submitted: 3/26/2015 12:17:27 PM : Outperform Start Price: $34.16 TTPH Score: -87.07

Good profile with low risk clinical and regulatory pathways

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Member Avatar TMFSpiffyPop (99.58) Submitted: 3/16/2015 4:28:14 PM : Outperform Start Price: $39.49 TTPH Score: -87.67

I like the antibiotic space, and remember that Cubist Pharmaceuticals -- a Rule Breaker -- was recently bought out by Merck. I think Tetraphase, which is a proverbial "one-drug" company right now, has good prospects. Outstanding recent performance (a triple over the past year) enables the company to raise money more easily. That said, they are under the gun to do a financing, with $56m in cash left and burning, burning, burning. So I think it's likely these guys will eventually opt to be acquired, likely at a market-beating premium from today. Thanks to my colleague Karl Thiel (TMFBreakerThiel) for this perspective. Outperform.

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Member Avatar jpokergman (< 20) Submitted: 8/12/2013 6:10:53 PM : Outperform Start Price: $8.69 TTPH Score: -70.93

I like it

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Member Avatar ptanabe (< 20) Submitted: 8/9/2013 1:51:47 AM : Outperform Start Price: $7.84 TTPH Score: -65.38

pf

Results 1 - 9 of 9

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