I do not believe they will have another ADCOM. PDUFA date will be sometime in Q3. Lots of positives to come out before then. They have enough cash on hand to last for a year.
Sentiment: Strong Buy
Hey Koot,
I hope you are right on this one as I have a ton of dough tied up with their partner on this Iiluvien play. I never based my buy of PSDV on the strength of ALIM but have always considered them as the weak link, so to speak. The have made some misplays that have cost them credibility and capital not to mention a misunderstood presentation to the FDA which hurt them and PSDV. Maybe all these missteps have been due to over confidence in their ability to get things done. As I said I would love to be wrong on this but I have to respectfully disagree on the Sleeping Giant theory.
Sentiment: Hold
I am a new buyer. What do you mean by "Lots of positives to come " ? For me it seems that all have been said about ALIM's ILUVIEN. Do you mean new markets around the world? Could you explain more . Thanks.
read my article on Seeking alpha.
Have they completed the additional studies required by the FDA? I don't see any news regarding these!
They actually aren't doing anymore studies. They feel that they have the appropriate data from the FAME study. They just need to re-analyze the data in a different way to show the FDA what they are looking for.
Sentiment: Strong Buy
They had a meeting with the FDA regarding the resubmission and apparently they feel comfortable with trying again. Obviously, they're not gonna break DSCO's record.
You're so wrong on so many levels I don't know where to begin.
humour me
Sentiment: Strong Buy