- Cubist presented at the Robert W. Baird Healthcare conference on 9/7/2011 - click here for full calendar of presentations and links to my notes.
- Detailed info on CBST-OPTR deal related to Dificid antibiotic found on Optimer Pharma research page.
- See below for my webcast notes:
- CB183,315 candidate for C. difficile that has completed phase 2- awaiting decision whether to go into phase 3
- We are aggressively looking at deals for M&A, in licenses, or co-promote like OPTR deal
- July script numbers pretty low for all products according to 3rd party script data. But you raised Cubicin guidance at same time? 3rd party data is highly inaccurate by up to 30% in the 2 months of the quarter in between when we announce sales...they magically catch up after we announce
- CDAD phase 3 trial wouldn't launch until 2012 if we decide to go
- Other potential deals like with Optimer - there are some very good assets out there, and some we don't like. Our first choice is to buy a currently marketed product -this is most efficient and accretive. If not, look at phase 3 assets. We are interested in the acute care market, in and around the hosptial - not primary care (and not just anti-infectives). Cubicin 53% of sales are in hospital, rest is outpatient
- Comment of Dificid launch? We will leave that to OPTR. Cubicin launched in 2003 w/ 75 US reps and in its first full year did about $58-59m in sales