Really getting sick of the back and forth with ALIMERA SCIENCES. I just joined ultimatestockalerts (google em) a month ago and have already locked in close to 20% gains with their calls.
I think it makes sense and that money could be used for marketing. Merge using ALIM's equity. Like an equal swap. That way they get access to Medidur and tethadur as well. Thoughts.
I shouldn't inject a negative tone. I'm invested in ALIM and want it do well. I think I'm letting out frustration because the stock didn't pop after the FDA approval.
Most of the competing injections are VEGF inhibitors, like Lucentis. They can help Diabetic Macular Edema, but at some point there are inflammatory factors that the VEJF inhibitors don't treat and steroids do. Allergan has an injectable, Ozurdex, that lasts 6 months, but it has to be injected through a 21 gauge injector. That wound needs to be sutured. Iluvien lasts up to 3 years and has a 25 gauge injector. The wound from that injection is self-sealing.
They may use Iluvien and VEGF inhibitors together, but for advance DME, there is no equal to Iluvien. Then they could also use it for Retinal Vein Occlusions, BRVO+CRVO. Just think of the possibilities. I know there are Retina Specialists that will start using Iluvien when it is available in 2015.
We have to wait for the end of the market "capitulation" which is in progress and will cause more pain before it ends. Shareholders are getting their money out of stocks, especially weak stocks, to take profits while they still have them, or to raise cash for the buying opportunity ahead. Short shares are rising. Speculative and small cap stocks like Alimera get hurt the most. Even with approval for Iluvien, Alimera has to show steadily increasing revenue from sales before investors will care to take notice and buy. The Iluvien market has to have room for growth. Things could g wrong along the way. There are too many other choices in the market and in emerging biopharm stocks. Alimera lacks excitement. It's like the YouTube video no one notices, while others are going viral. Alimera's lack of anything in the pipeline to generate speculative excitement is a big drawback. After Iluvien, what?
don't agree. he had 4 years to line up an institutional buyer for his shares.. he dumped this open market and just before the ATM crushed the stock...why should he care eh?
The guy has 13 million shares and selling 600k shares after holding for over four years is a stampede? Not hardly. He took less than 5% of his money off the table at an opportune time.