mdboss Posted - 6 hours ago

$SPRO Positioned for "inflection"! The terms of the deal will shock the market and make longs rich! IMHO. #whollyowned

mdboss Posted - 1 day ago

$SPRO The "primary endpoint" for the proof of concept was doomed from the start in my opinion. Individuals with this disease have structural lung problems with chronically colonized large cavities that are tantamount to an abscess of sorts. Assessing sputum and the rate of change of CFU's and TTP would have been nice key performance indictors yet not in the setting of altered lung architecture and chronic infection. I have no idea how these individuals did clinically during the 2 months of medication but it is my belief that they were well served with treatment. The lack of resistance attribute of SPR720 is critical because individuals likely need long term therapy. The goal with this disease is not to not effect a cure or sterilize the lungs, rather realize improvement with quality of life. Long term treatment also equates to better "economics" for this drug. This drug is worth big money IMO!

mdboss Posted - 2 days ago

$SPRO First slide of the new corporate presentation ..... "commercial partnerships could provide significant upside"!!!!!!!!!!!!

mdboss Posted - 3 days ago

$SPRO Bought another tranche this afternoon.

mdboss Posted - 5 days ago

$SPRO I'm reading the fine print from the 10Q. "the potential clinical and development pathways forward for SPR720" is a new safe harbor narrative which sounds bullish because I see nothing anywhere from the company after "suspension" that sounds optimistic at all. Why didn't the company share other endpoints which are surely known by now including "time to positivity", "tolerability", and most importantly "CLINICAL RESPONSE"?! This company has always incentivized employees with shares and following restructuring they intend to make monetary payments some of which for management are predicated on stock performance?????? Don't you find that odd? The company seems very reluctant to issue shares right now..... and I have a feeling that it wouldn't look good to see shares distributed near a major stock repricing! That's my take. Tell me I'm wrong....

mdboss Posted - 5 days ago

$SPRO By my calculations, the departing employees walked away with roughly 500k shares. Let's hope everyone ultimately wins!

mdboss Posted - 6 days ago

$SPRO It's kind of fascinating to see the GSK License "amendments" the latest of which occurred just a couple weeks ago to pay SPERO for additional phase 1 activity for Tebi. Tebi will prove to be a blockbuster for GSK and SPRO will be swallowed up well in advance of Tebi going mainstream.

mdboss Posted - 6 days ago

$SPRO It's baffling to read the 10Q. Lot's of money going to retain everybody in the company including the executive team! I suppose I'd prefer to see dollars exchanged rather than handing out more shares. I still wonder about SPR720 and a "sandbag" operation on the part of the company. Is this failed "proof of concept" trial the end of the road for SPR720 that the company has believed in for the last decade????? As I have stated previously the metric of rate of change of CFU for NTM infections is best judged over months not weeks. We know treatment for active Tb can take up to 2 years to effect a cure. I really wonder if this "suspension" is one big ruse. I think the SPR720 story is far from being over......

mdboss Posted - 6 days ago

$SPRO I feel good!

DonCorleone77 Posted - 6 days ago

$SPRO Spero Therapeutics reports Q3 EPS (32c), consensus (36c) Reports Q3 revenue $13.47M, consensus $7.67M. "Enrollment in the Phase 3 tebipenem HBr trial is progressing well, and we are on track to complete enrollment in the second half of 2025. Further, our work on the Phase 2 ready SPR206 program continues, contingent on availability of non-dilutive funding," said Sath Shukla, President and Chief Executive Officer of Spero. "With SPR720 development plans now suspended while we complete a review of the full dataset from the Phase 2a trial, our extended cash runway into mid-2026 and streamlined operations position us well to achieve our ultimate goal of delivering new therapies to patients in need."

d_risk Posted - 1 week ago

$SPRO - Spero Therapeutics Inc. Common Stock - 10Q - Updated Risk Factors Significant updates: New risks in resource allocation, bacterial resistance, environmental compliance, and government contracts. Workforce cut and restructuring add uncertainty. Regulatory compliance burdens increase. #Risk @Spero_Tx https://d-risk.ai/SPRO/10-Q/2024-11-14

mdboss Posted - 1 week ago

$SPRO The new Blackrock position is good news!

mdboss Posted - 1 week ago

$SPRO I'm looking for ANY morsel of positive news today!

Savatije Posted - 1 week ago

$SPRO quiet around here.. I know and I wait as long as it takes

mdboss Posted - 1 week ago

$SPRO Happy Friday fellow longs. This will re-price and shock everybody because of the disconnect of the real "economics" and billion(s) dollar potential of Tebi and SPR720, let alone IV Tebi... Let's get shit done Sath! Godspeed to all longs.

mdboss Posted - 2 weeks ago

$SPRO "Commercial partnerships could provide significant upside"!!!!! "Positioned for inflection"!!!!

Dregano Posted - 2 weeks ago

@BxxZ Their drug is a turd. Been used in kids in ear infections for years in Japan and nobody ever bothered to look at it in adults or in any other type of infection. Have a look at previous Ph 3 results broken down by bug type. Now they are trying to dose patients up the wazoo - 4 times a day!!! You're welcome..... $spro $GSK

mdboss Posted - 2 weeks ago

$SPRO I am expecting to see SPRO ink a GSK-like deal for SPR720 between now and the end of the year. It will catapult the stock and I'm already celebrating ahead of time by buying more which I did premarket this morning. Iterum's recent approval for uncomplicated UTI is setting the stage for the approval of Tebi for "complicated" UTI. Iterum went head to head with cipro and augmentin. GSK will show efficacy equivalent to IV Invanz. It will make Iterum's drug look like child's play. It will be beautiful and capped with a GSK buyout. This company will sell out for billions, not millions!!! It's all about the "economics" and "upside" according to Sath!

mdboss Posted - 2 weeks ago

$SPRO I'm also curious how the RSUs will be handled with this 39% employee haircut. Many of the new employees were given RSUs that vest over time and served as a "material" inducement to their employment. If these employees depart with most of their RSUs in hand a rising share price would certainly help offset the pain of the pink slips.... agree?

mdboss Posted - 2 weeks ago

$SPRO I may be ever the optimist yet I follow this more closely than most who post here. We are sitting just above where we closed before the seemingly bad news last week. I sense some "restless" buying interest right now. If the Vertex theory has merit then I think Spero inks a deal quickly and this goes for a big EOY ride. The stock of course will ultimately tell the story as it painfully has the last couple years.... Good luck to the holders.

PenkeTrading Posted - 2 weeks ago

I found you a Bullish Engulfing Candle Pattern on the daily chart of Spero Therapeutics Inc. $SPRO #Spero #BullishEngulfingCandle #NASDAQ

mdboss Posted - 2 weeks ago

$SPRO Does anybody else here think that the recent approval for the first oral penem by Iterum augurs well for GSK and SPRO? Is there any chance the study is ended early because the data is so compelling and the need is so terrific? All I see is "upside" right now!

mdboss Posted - 2 weeks ago

$SPRO Don't say SPRO didn't give you the heads up because they did with the latest corporate presentation......"Commercial partnerships could provide SIGNIFICANT UPSIDE"!!!!!!!!!! EOM.

mdboss Posted - 2 weeks ago

$SPRO SPRO was already incredibly oversold when the surprise PR was dropped last week. Even if I'm wrong about about SPR720 aka "positioned for inflection", this is a strong buy at this level. Management is smart and well connected. Management has a boatload of stock that will make them rich if they execute correctly. The US healthcare system desperately needs Tebi and GSK will make it work IMO. Guys like Florestan capitulating at this level is another very bullish indicator. Like I said, a 25k lot of SPRO shares that I dumped last week as a gesture of disappointment disappeared so fast it would make your head spin. We had many days this year when we we lucky to trade 25k shares in an entire day!!!! Time will tell. Hang in there good long.

mdboss Posted - 2 weeks ago

$SPRO I sold 1% of my holdings which was 25k this week as a means of expressing my unhappiness with the news and guess what...? Somebody scooped them up as one lot ABOVE the bid. On the day after the bad news some 2.2 million shares traded and we closed down 2 cents - 2 friggin' cents!!!! NMD disease NEEDS SPR720. Resistant cUTIs NEED Tebi. There are HUGE economics at play. GSK knows it. Vertex knows it. And now mdboss knows it. Don't throw the baby out with the bath water!!! Can you imagine Florescan watching SPRO open at 5 dollars upon the news of a HUGE deal with Vertex who I believe will redraft a new trial for SPR720 and get it done in a fraction of the time that SPRO would complete it. SPRO has the hold grail deal with GSK and I believe we will see a "wholly owned grail" deal by year's end with Vertex!

Florestan Posted - 2 weeks ago

$SPRO took a 30% loss here. Closed the position, I don't see a path forward given the company trading at cash value. I hope Tebi succeeds for the sake of the patients and the suffering longs. GLTA.

mdboss Posted - 2 weeks ago

$SPRO Fellow diehard longs, as we close this week think about exactly what SPERO had to say this week. "While SPR720 showed evidence of antimicrobial activity... the trial "unfortunately" didn't meet the primary endpoint. Really???? So tell us what was the nature of the evidence of antimicrobial activity????? Don't you think that comment serves clarification???? Who gives a shit about the primary endpoint of this analysis if people got well and felt better and gained weight and felt more energy and were coughing less and were less short of breath. NMD are sticky nasty bugs and it wouldn't surprise me if sputum specimens didn't differentiate CFUs - placebo vs drug - over a relatively short period of time of this "interim" study. I say Vertex buy the rights and takes SPR720 to the next level. ***enter "wholly owned" and ***enter "cha-ching!"

DiamondDog32 Posted - 2 weeks ago

$SPRO SEE THAT ARTICLE to the RIGHT .....ROBUST PIPELINE Well that was just SLASHED to 1 ... and a long way to go .... Thanks Sath ....give yourself more shares.

mdboss Posted - 2 weeks ago

$SPRO Look at this week's PR. Heading into it SPR720 is the best thing since sliced bread. The subliminal messages I saw such as "cystic fibrosis" and "refractory" all spoke to success and not only success ....VERTEX. Then we get the odd PR. "Suspension". "Shows antimicrobial activity" but doesn't "show enough" change from placebo. Huh???? And then there is the bizarre statement "reversible stage 3 hepatotoxicity". I'm a physician and "stage 3" means NOTHING to me. It sounds awful but means nothing! I think this drug has a lot of value and Vertex can take the baton and devise a new trial of different more important endpoints like "quality of life", productive cough, weight gain, improved breathing, energy levels, etc. "We know the drug kills bugs". SPR720 has HUGE value and I think Vertex takes over the reigns - the only question is how much is SPR720 worth to them. I think the number could be really big. Does Vertex take an equity interest with a lot of cash?????

mdboss Posted - 10/31/24

$SPRO I feel mislead. The bullish sentiment from management at the recent conferences and the PRs touting the favorable tissue penetration and resistance profiles for SPR720 only to be followed by management pulling the plug when all expectations were full steam ahead. "Positioned for inflection" mentioned in Sept and the newly coined hope for "refractory NTM" was decidedly misleading. The market knew. Wall street knew. Even the analysts were fooled. Spero means "hope" and I feel like a dope or should I say duped! I bought in because of tebi and I will hold for tebi. Hopefully "smart money" was waiting for the bomb to fall (which it did) and now we can ascend from here...... I need a break from this company!