good luck to you is all I can say. you're not a biotech investor. alim is just a pharma sales company -holds no patents, does no development. you might as well have bought into a company that sells diapers door-to-door.....
Thanks Hernando for keeping us tethered to the reality of drug approval. Would you agree though that the Iluvien IOP issues have turned out to much more favorable in the actual commercialization than expected by ALIM and the FDA and that the recent Medidur Uveitis phase 2 results have initially provided the same promising expectation that IOP issues will not pose a significant problem?
Sentiment: Strong Buy
They've only shown top line data with an 11 patient phase 2 trial. The point is, it's unknown. Also, like Iluvien for DME there is the IOP issue. The FDA could easily delay or require further trials to prove that the benefit of the drug exceeds the potential negative from IOP. This basically happened to Alimera and caused a 3 year delay. In their own words from their phase 2 disclosure you can see this is a significant issue. "Filtering procedures" ?? No small matter. See below.
The most common adverse event in study eyes was elevated intraocular pressure (IOP). Through the last follow-up visit reported, three study eyes developed elevated IOP and were treated with eye drops, with filtering procedures subsequently performed in two of these eyes. However, those two eyes still gained an average of over 25 letters from baseline at the last observation. The study remains masked as to the dosage so results cannot yet be separated for the low and high doses of Medidur.
Trabeculectomy (Filtration Surgery) for Glaucoma
During trabeculectomy-sometimes also called filtration surgery-a piece of tissue in the drainage angle of the eye is removed, creating an opening. The opening is partially covered with a flap of tissue from the sclera, the white part of the eye, and the conjunctiva, the clear thin covering over the sclera. This new opening allows fluid (aqueous humor) to drain out of the eye, bypassing the clogged drainage channels of the trabecular meshwork
Hernando, I own shares of both PSDV and ALIM and believe both companies will provide good returns over time. My expectation is that ALIM's 2016 1st qtr report will be very favorable once the J code has been approved. Your comment about Uveitis doesn't make sense as Medidur is the same drug and device as Iluvien. Do you really honestly believe that there is a reasonable prospect that Medidur might not work?
Sentiment: Strong Buy
Funny. Outside of the Iluvien product for DME and Uveitis the PSDV pipeline is a decade away. ALNY has late stage drugs in Phase 3 that have huge markets and look likely to be approved. PSDV hasn't even picked a target or formulated dosing for their products in development.
You are the one seemingly clueless about biotech comparing PSDV to ALNY. Do you understand anything at all about development timelines or to you just read the fairy tale headlines from the public relations departments? About a year from now ALIM should be recording profits and poised for solid growth and acquisitions. PSDV will be raising cash for their developing pipeline...who knows if any of it will work....even for Uveitis.
then by all means, buy all the ALIM you can. It's down over 40% since July. Great investment. Buy more. PSDV value driven by continued pipeline progress. So what if it is approved three years from now? Look at ALNY. Has $9 billion market cap and no drugs approved. You just don't understand biotech. Stick with ALIM. It may come close to something you think you can understand. But when they start pushing off their projections on when they will be profitable -as they continue to rack up debts from selling expenses - don't say I didn't tell ya so....good luck ...
Calvin Roberts (ALIM insider buyer) is now Chief Medical Officer of Ophthalmology & Eye Health at Valeant Pharmaceuticals. Valeant looks to be worth 80 billion or so. Maybe they'd like to own worldwide rights to a device like Iluvien in a few years. One thing for sure...they won't be interested in PSDV minor rights to the device.
Oh yeah, but you got the Tethudur and all...a decade away at minimum.
The story on Iluvien will be told next year. The time to buy would be now as evidenced by the recent insider purchases by Calvin Roberts...Chief Medical Officer for Bausch and Lomb.
About the time PSDV is running out of cash and needing to fund ongoing trials, filings etc ALIM should be generating EPS. Nobody believes it now though and therein rests the opportunity.
But you have lots of hyped up news of late with PSDV that is years maybe even more than a decade away from producing results. Even your Uveitis solution is a minimum of 3 years away. All junior investors like to follow the hype and press releases of their investments. That's why they howl and whine then the companies go silent and post stupidity like yours with hyped press they don't understand.
sorry but that's all ALIM is right now - and they are bleeding money - more money than PSDV. You are incorrect that stock prices follow earnings, esp. in biotech land -you are a novice investor. Best for you to buy index funds to save you from further losses. Anyone who took my advice when I originally posted and swapped out of ALIM and into PSDV would be doing much better today. Anyhow, you can lead a horse to water ....but you can't always get the clueless investor to "drink" .....
PSDV up and ALIM down today -so far.....PSDV now within 6% of ALIM market cap......I would expect that with HSS OA IND file PSDV will surpass ALIM market cap.....way to play this is PSDV, not ALIM.....
ALIM owns 80% of worldwide Iluvien rights at a minimum, actually 100% at this volume. The PSDV pipeline is years down the road. If you believe in Iluvien the earnings play is ALIM not PSDV. Stock prices always follow earnings.
You are clueless if you think ALIM is simply PSDV's Iluvien sales force. In this business an effective sales force is a market cap multiplier as other products can be folded into a territory reps bag at little incremental cost. ALIM is just getting started with the sale and branding of Iluvien. Once they are established no doubt they will be adding products...wouldn't surprise me to see them do it next year. PSDV on the other hand will be years in development and will later have to fund and support a sales force as ALIM is doing now. This will involve many capital raises and pressure on the stock.
Look Einstein, you had better hope for Iluvien success otherwise PSDV will be looking for plenty of cash. If Iluvien is successful remember that stock prices follow earnings and ALIM owns Iluvien. Please try to think of something intelligent to say next time you post. Thanks.
when i first post this, PSDV market cap was 64% of ALIM's. Today it is 90%. PSDV has medidur, wholly owned, plus new OA treatment with HSS, plus other pre-clinical pursuits. way to play it is PSDV, -ALIM is a sales force for Lluvien...........
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Sentiment: Strong Buy
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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 .