Despite the benefit I get, if any, from issuing my message barbs, I want to see Alimera succeed. I don't know or care much about the company per se, but as an investor (or captive shareholder) who will hold on to his shares, I want to see the hopes of all who have been faithful through the years come to fruition. I fully recognize and agree with your thoughts about a buyout being pretty slim at the moment. I hope all those who have confidence in success with Iluvien, and with Alimera's strategy and ability to execute going forward, are right.
You are delusional, people will not sell which with the small float, it can only go up. Short interest has decreased drama over the past 3 days. Look for a good upswing because of the shorts and the stock is dirt cheap for a company with a FDA approval.
Sentiment: Strong Buy
You realize when and if this takes off, the company will be worth 10 times what it is now. So, the acquirer would have to come up with 6bil to get the company. As it stands right now there is no cure for diabetes and when it goes international the sky is the least, more people every year and growing. This is a three year cure for the people. No pricking, no checking blood sugar levels. The 5bil. buyout might be a little light. Amazing where the stock is with a long term cure. I'm done, no pumping, just telling the TRUTH!!!!!!!!
Sentiment: Strong Buy
If I were to manipulate this stock, I'd keep it under 5 for a few days. Many people would get the margin call. Once they are gone, time to party. Watch it fall under 5 in a few days.
They are not HIRING them, their parent company is. Also, the reason the stock did not go up is the company will not receive any revenue. until the end of 1st. qtr. of 2015.
Hey Bud, ALIM does not have any cost incurred on the sale of the diabetic procedure. They now get the 20% on every deal. I agree, the price should have doubled on the FDA approval. GL to all.
Sentiment: Strong Buy
Yi, Medidur is the very same drug as Iluvien. One difference however, is that pSivida will have Medidur in a 27 gauge needle. This was stated in the last PSDV CC by Paul Ashton.
The time horizon for Medidur if approved looks to be 17' however, so Iluvien has two years of marketing without any conflict of crossover use. I wouldn't worry, ALIM looks to be pretty grounded now and retina docs should be very interested in the availability of Iluvien.
The dividend channel uses days to cover. The most worthless metric ever unleashed on retail fools because it placates them. Media and a worthless metric for placating large amounts of people. Actually, that makes sense.
Thank you for the info. Wish I could have tuned in. They have been waiting for this day for years, since the first FDA app. Now they can execute. This stock is going to go up. There is just no way around it! And fyi, the market is down 250 points. No sense in losing sleep on a down day provided the long term chart show up
That's your "reasoned" analysis"? What a surprise that you went to UGA.
First off the "management" does not own the company. The shareholders do...the big shareholders with board seats are calling the shots on this. They will decide when is the best time to sell the company. This is a completely different therapy than the anti VEGF therapy of Regenerons. The beauty of a device/drug sold to such a small group like retina docs is the low cost of entry. They do not need 200 sales reps and all the attendant costs. If the company were sold at this point it would tell you that the big shareholders do not believe what management is saying in terms of market penetration. If they are successful they should be able to drive EPS quickly and shareholder value. If you are Palo Alto Investors and have been in this big for years why do you want to exit now when success is at your doorstep? So you can take 10 bucks and please all the whiney daytraders on message boards?
You seem scared to death over your investment. Why don't you sell and see if you can find another trade. Investing in small pharma requires serious research and patience.
True on expenses and more execution needed. But without FDA approval, potential for big revenues in US market not there. Time will tell...this initial price action has not been expected or pleasing, but some investments need time for many reasons. The FDA approval I would not assume is a reason to turn away.
I have to agree on the HOLD here when people come around and realize this is the best option on the market that 16% of DR willing to use the product will rise along with the projected 85,000 patients. That said, at a cost of 8,000 a pop that is 680 million in revenue possible in the couple years. Of course this is all hinging on ins companies paying for the treatment which should come around. I know the 680 is low end mythical numbers but can you imagine if the pulled that off! Share price would quadruple. Correct me if my numbers are wrong
like i said, what does fda approval mean. it means now you are going to spend money like never before. how many agents in the field. how many doctors can be convinced to change procedures. cost ?? remember dndn. got fda approval, its in the toilet. if so many other countries licensed the procedure where is the net profit with alim. Maybe 2nd quarter in 2015.
I agree. I want to see ALIM acquired by REGN or any other Big Pharma. ALIM needs to make a deal. Management however is probably too prideful, too psychologically and emotionally invested in their company. They want to see growth and proof of success before letting go. They want to prove they can do it themselves, that they can launch Iluvien, remain solvent, etc. and grow in value. It's like saying to Big Pharma "no daddy, I can do it myself." That, I think, is the problem regarding a buyout. Shareholders like ourselves will have to suffer and wait through the long slog while wobbly ALIM tries to prove themselves worthy of going it alone. They don't want to look like quitters. That's my reasoned analysis.