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PSDV approaching value of ALIM after the selloff -PSDV is the way to go. I did read the ALIM CC transcript and they do have some valid excuses for the under performance - as for why they are not bringing more countries online - they will bleed even more money if they do - they are targeting where they can get biggest bang for the buck, economies of scale, etc.... - the US is where it's at. Still, personally like PSDV better for long term value.....glta
50 million in the bank will take them far..... --- with the current cash burn it will take them 3 Quarters before they need new capital
50 million in the bank will take them far. The J code comes in January. That will elevate sales in the US significantly. Yes, the way reporting works, you may have to wait until April or later to see the major impact.
Unfortunately the gain in sale of 50% is from almost nothing. They don't have the financial power to launch on there own . Another quarters or two with low sales figures will require new capital. And with this new level of PPS it can mean a heavy dilution.
Things will soon turn out to be very critical if they don't come up with much more tangible and positive sales figures. And to me it seems like that there is not high expectations in the marked for that - we are now trading 50 percent lower than prior to the FDA approval last fall .
The recent quarter showed a gain in sales of 50% in the US , and 30% in European sales versus the prior year. Revenues are growing well considering the number of sales personnel that they employ. I agree that the J-code will have a large impact in the US. This stock has one product. Over time, the quarterly revenue will double from here. Then a larger company will buy ALIM. They will have their own sales force and the expenses to sell Iluvien will be minimal. Does anyone think that this company will be profitable with a sales force dedicated to selling Iluvien, that is administered every 3 years?
You have absolutely no communication skills aka crass, crude and rude-those are your strong points in your own mind only! News flash for you: those are NOT qualities anyone who has values would want-go figure.
"Insider Transaction: $ALIM Sale at $3.29 - $3.31 per share of 20000 shares by Officer Green Kenneth on 2015-08-21" Insider selling at this level . either he most need the money desperately or lost faith in his company
You're saying they haven't increased revenue? They won't penetrate the market after 4-5 months on the market? You think that's enough time? Doctors are still discovering how to use iluvien. As soon as they become comfortable with it it will become the SOC for not only DME but AMD for any patients deemed treatable without AE. You do realize it's much cheaper and much less invasive than the present SOC? You'll continue to see a steady ramp until there's something better. The closest thing I know of is still a couple years from approval, but even at that this will still have a place in the market, it's the only treatment that works for some and will be used in combination too. So far the efficacy and the AE of the drug in the market place has exceeded expectations and clinical results. Liability issues make docs. wary of new therapies. If scripts aren't ramping satisfactorily by Q1 I'll concede to your early call and congratulate you for being right. You should google, "Dan Meyer", he is very capable of directing this company as well as his team, they have many years directing at Novartis and other cos. More time is needed to see desired results. I think we'll start taking market share from Eylea. We'll see.
Sentiment: Strong Buy
Thanks Hernando for a good post. ALIM is a great buy at this price. Can you add clarification to Optomists claims of an insider sell off. I get the emails of all the trades and did not see any substantial sell offs. They all looked like stock compensation.
Sentiment: Strong Buy
This person who posts as optimist is a know nothing dolt ...why are you apologizing to him?
The company moved forward in Europe after the 11/11/11 FDA rejection knowing that it would take years before they would be reconsidered by the FDA. The US was always the prime target for Iluvien because Europe is far behind the US in adopting the new injection drugs for retina issues. Iluvien has a very restricted label in Europe, especially in the UK, plus they are really only seriously on the market in the UK and Germany.
The uptake in the US is off to a decent start but you cannot expect US retina docs to take a chance on reimbursement for an $8500 device. Until they have a CMS J code ( expected in January) and reimbursement set with all major insurance companies it will be slow. They sold roughly 450 of the devices last quarter in the US to about 15% of the major US retina surgery centers. They expect to be doing business with the other 85% over time and with reimbursement in place you will see accelerated use. They only need to sell about 1000 per month or 1 per major retina center in the US , forget Europe, to achieve 100 million in annual sales and be solidly profitable.
Optimist the dolt thinks himself a genius because he is on the correct side of a short term trade. Shorting small cap unprofitable bios is working for now...he understands nothing about the company.
optimist...I am truly sorry if I have offended you . This has never been my intention . And I apologize that English is not my native language and I therefore do not express myself with your elegance and great knowledge. But, It is still my opinion that their strategy is to wait for a positive cash flow from the countries where Iluvien already is on the market (Portugal , Germany and England plus the US) before they may choose to go into new countries - as you may remember mentioned at Conference Calls
Other than the insider sell of after approval, please explain how you "knew" that the Iluvien approval with an expanded indication had "no" potential in the long term.
Sentiment: Strong Buy
your email makes no sense at all. They offer English classes, where you can learn how to read and write. They launched in Europe and that amounted to nothing. They are now launching in the USA, and the results were WEAK. Stock hit another 52 week low today. Get ready for the 2's soon.