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pSivida Corp. Message Board

  • rad_32 rad_32 Apr 2, 2011 5:27 PM Flag

    Mickman, any thoughts

    on what the Pfizer deal is about?

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    • PSDV has "confidential" deal with Pfizer. They are supposedly doing some research and they receive a $500,000 fee quarterly. It has not been showing up in the income statement because management does not know yet how to book it. The question keeps coming up in conference calls but management maintains the confidentiality position citing their agreement with Pfizer.

      • 1 Reply to rad_32
      • I like the whole idea. This stock is a total sleeper. It's a nano tech, working with biotechs. If there is something happening with Pfizer on a research level that shows any promise, they're just going to buy the company. PSDV's market cap is peanuts considering it's upside potential. If "one more" FDA approval comes through, and it will, PSDV will finally get some respect. If theres anything going on as you suspect, there may be an outright purchase of PSDV before the Illuvien announcement by the FDA. Why would Pfizer wait, only to pay more?

    • Rad, I'm not sure what aspect of a Pfizer deal your talking about, or what deal. Please explain.

      • 1 Reply to mickmack50
      • Radman. Pfizer today announced the sale of their capsugel unit this monday morning. Though this is a drug delivery system division, it's a bit different than PSDV's platform. Pfizer is getting good money for capsugel. They do improve the balance sheet.Will they move into PSDV's delivery system? They are too different. I'd like to see a greater partnership on the biosilican platform with Pfizer. That would be HUGE! Pfizer got 2.5BIl for Capsugel. That could buy PSDV 2500 times. If there is something cooking inside PSDV regarding takeover, I think they'd do it before FDA ruling on Illuvien. The forward P/E on PSDV is mid single digits. It isn't getting any cheaper. Look at the volume.

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