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pSivida Corp. Message Board

  • mickmack50 mickmack50 Dec 16, 2013 9:39 AM Flag

    PSDV Can Quickly Move Beyond Ophthalmology

    PSDV's pre-clinical works demonstrates the myriad of drugs that it can deliver on a sustained basis. This only backs up the idea whereby PSDV will be able to deliver these drugs on a systemic level, quickly moving into the "specialty pharma" model Paul Ashton is now often referring to, defining his own company. A license deal with big pharma may be about systemic delivery of drugs not known to the investment community. As Paul Ashton owns more than 1 Million shares of PSDV, he' going to be very careful about everything. The following is from his last blogpost:

    We are also moving forward with our Tethadur sustained release technology, designed to provide local or systemic sustained release of Biologics (peptides, proteins and anti-bodies). Patents covering Biologics with combined annual sales of $50B-$80B/year are going to be expiring in the next 5-10 years. These patent expirations and the emerging BioSimilar/BioBetter space are going to create a huge appetite for life cycle management technologies; sustained release could offer a key to the next generation of Biologics. For example, in the eye space the two biggest products are now Biologics (Eylea and Lucentis), which need to be injected directly into the eye typically every six weeks indefinitely. A sustained release system that changed this to, say, once every six months would be a game changer.

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    • I share your vision on this. I will be patient with this stock. It was not long ago that PSDV was literally running on vapors. Management very wisely moved to cash in on the EU market, rather than pursuing FDA approval which could have led to insolvency. This brave move gave me a good sense of competent and business savy management guarding everyone's best interest
      I think once PSDV has some kind of income, PSDV may look at many other potential applications for its delivery system. Perhaps chemotherapeutic drugs applied directly o polyps or tumors, or arthritis relief applied directly to joints etc.
      Clinical testing for these applications may be faster and cheaper, because proven drugs could be used, and the medical variable is the delivery system. The potential health benefit of delivering chemotherapeutic drugs directly to a malignancy while sparing the body as a whole from toxic exposure seems to have unlimited potential. It will be interesting to see what the future holds for PSDV,
      These opinions are my own. Please do your own due diligence.

 
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