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pSivida Corp. Message Board

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  • jan31 jan31 Nov 7, 2011 6:46 PM Flag

    Big Picture.....ALIM vs. PSDV

    I know you didn't ask me, but I'll butt in and comment on the CC. No surprises, but the CEO's answers to the two questions (basically the same question) about the survey and its relation to approval were weak-sounding. Not actually weak, since ALIM had provided all of the clarity on Friday. But I wish the CEO would have just firmly said, (1) we are not privy to this info since Alimera is in contact with the FDA (they did say that) and (2) even if we did, we couldn't comment further than Alimera already has. And by the way, here is what ALIM said... quoting Alimera. ALIM's CC was very direct, confident, and stated clearly what they COULDN'T say. pSivida was a bit wishy washy and sounded less than confident.

    ALIM's call was clear. It didn't give us significantly more information, it just sounded better. PSDV would have been well served just quoting it, rather than pointing to it in a hedging way. Maybe PSDV didn't want to be on the hook for the confidence that ALIM expressed Friday.

    It seems as though everybody knows they can't answer questions this close to the PDUFA date, and everybody is in wait-and-see mode anyway. Nothing in the content of the answers today shakes anything that ALIM said on Friday, so if one was confident then, one should be confident now, I would think. The manner of the response, though, was less than confidence-inspiring.

    Was I being overly sensitive?

    jn

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