Peter Geschek
Long only

Cubist And The Threat Of Antibiotic Resistance

In July, anticipating the loss of its near-blockbuster Cubicin in a couple of years, Cubist (CBST) has made two acquisitions: Optimer (NASDAQ:OPTR) and Trius (TSRX) for up to $1.6 billion in total. Along with the companies, Cubist acquired the drugs Dificid and tedizolid, two of the most promising new antibiotics around.

The deals would give Cubist one antibiotic already on the market and another one that has passed all three phases of clinical trials necessary for FDA approval.


Dificid was the first antibacterial drug approved in more than 25 years to treat CDAD (Clostridium difficile-associated diarrhea).

Approved in May 2011, Dificid has FDA-labeled superiority for sustained response versus oral vancomycin, the so-called "last resort"...

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