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pSivida Corp. Message Board

  • oldgeorgestilllaughing oldgeorgestilllaughing Dec 11, 2013 2:06 PM Flag

    Any predictions on the CEO's presentation on Thursday

    Just curious if the long-term holders were expecting a summary or where there any material news pending?
    Jefferies Ophthalmic Therapeutics Investor Summit

    Sentiment: Strong Buy

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    • godwintom@att.net godwintom Dec 12, 2013 10:47 AM Flag

      It's all about proven existing drugs utilizing Medidur delivery systems. The low hanging fruit Paul was referring to in his last blog. Medidur is a proven delivery system coupled with existing proven drugs are the bread and butter for PSDV for the near future with Tethudar coming on strong in the intermediate term. This combination is the right strategy for PSDV and has a massive upside potential. IMO.

    • George, in checking in with IR in this matter, they are calling it a "Summit". Jefferies put it together for their own clients; no webcast etc. Apparently it's highly technical and "Invitation only" and is consisting mostly of Phd's, MD's and in some cases both. Looks like a big "Pow Wow" for Ophthalmic companies, public and private. Apparently, the big boys are nowhere near here, as the summit consists of just those that might be considered the smaller innovators in the ophthalmic space.

    • George, Wouldn't it be great to get some news. It may not come however. We may be looking to the new year to bring us news George. The evaluation agreements must have a date in which they mature and then? My gut is that we'll get some news soon as the clock ticks loudly for big pharma looking for delivery systems. Paul will most likely reiterate that in his presentation, then we wait and see what Lori Freedman is working on in the negotiation department. Good luck.

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