I think we will start hearing more about Tethadur clinical development plan in the coming months. Cannot wait for this to move into the clinic. Mkt completely ignoring this.
IMO, its undervalued with peak Iluvien sales @200 Mill. Imagine a 70 yrs pesudophakic sbj with DME who has previously responded to steroid but hates frequent visits and injections. I think the odds that many of such subjects prefer a 3-yr lasting treatment r very high.
Tethadur+Iluvien = $PSDV undervalued.
Balram. The Tethadur platform is why I keep holding PSDV for all these years. Now that they have the attention of all the big Pharma's, we will now see how their bio silicon platform can deliver. The pancreatic trials were very well tolerated by patients, in spite of the inevitable outcome of the very progressive disease. Now, the eye space creates this great opportunity to deliver the billion dollar proteins and/or anti-body fragments in a stable, sustained release manner. I'm chomping at the bit too.