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Cempra, Inc. Message Board

billygbillyg 11 posts  |  Last Activity: Apr 4, 2014 3:07 PM Member since: Jul 9, 1998
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  • Reply to

    Paul Ashton

    by murphyjan_2000 Apr 4, 2014 2:37 PM
    billygbillyg billygbillyg Apr 4, 2014 3:07 PM Flag

    I don't think so, rather PSDV is being pulled down with all of the other bio-techs with the NASDAQ down over 100 points at the moment.

  • Reply to

    The Chairman's Blog

    by billygbillyg Apr 3, 2014 5:48 PM
    billygbillyg billygbillyg Apr 4, 2014 12:10 AM Flag

    Mick, If you read through all of the blogs, it's hard not to get excited about the long term potential of Tethadur even though it's only in animal tests at the moment. I was happy to see that the CEO is going to talk some more about Tethadur in Tokyo and New Jersey in the next few days. If only Alimera can get US approval for Iluvien later this year that should set up PSDV nicely to move forward with getting Medidur approved. The $25M PSDV will receive from Alimera upon US approval for Iluvien will give it around $40M plus increased royalties from Iluvien sales to fund Medidur. Also since Medidur uses the same drug and delivery system as Iluvien, you would think US approval for Illuvien would bode well for Medidur. Medidur approval could then generate the money needed to fund Tethadur. Of course this all depends on Alimera getting US approval for Illuvien, so I'm planning on holding PSDV til right before the new PDUFA date for Illuvien probably around September and then selling off half so I can buy it back if we get another CRL. I want to always have a position in this stock as I think the potential for Tethadur could be enormous. All bio-techs are risky but I'd rather take my chances with a company that has no debt, $22M in cash, a phase III trial, and a stream of royalty income that is also working on what could be a game changing drug delivery technology.

  • billygbillyg by billygbillyg Apr 3, 2014 5:48 PM Flag

    For any new investors to pSivida looking for more information about the company, an excellent place to start would be to read the chairmain's blogs. Just Google: pSivida Blogs The Chairman's Blog and click on the first link and you will find the last five of the chairman's blogs there.

  • Reply to

    people panicking and

    by gswkool Mar 28, 2014 1:09 PM
    billygbillyg billygbillyg Mar 28, 2014 4:17 PM Flag

    I agree with ALIM up 12 cents today 3/28/2014 while PSDV is down 12 cents. It just doesn't make amy sense.

  • billygbillyg by billygbillyg Mar 28, 2014 4:11 PM Flag

    ALIM up 12 cents today; PSDV down 12 cents today. There is something wrong with this picture.

  • Reply to

    Wow, did you see this?

    by prxl Mar 17, 2014 5:34 PM
    billygbillyg billygbillyg Mar 26, 2014 10:50 PM Flag

    It's been almost one year now since this technology agreement with a global company was announced back in May 2013 and we have gotten hardly news about it since so it would be nice to have some new information on how Tethadur is doing. According to the last quarterly report dated Feb 7, 2014, Tethadur "is progressing well and we expect to have some data available in midyear."

  • Reply to

    Wow, did you see this?

    by prxl Mar 17, 2014 5:34 PM
    billygbillyg billygbillyg Mar 26, 2014 5:19 PM Flag

    Fitz---I bought my pSivida stock about one year ago and I have held it through all of the ups and downs that have followed. I added more this year at $4.25 as with a market cap of only $116M this stock still looks very cheap when you compare it to other similar biotech stocks. It also has a lot of catalysts coming up this year. If Iluvien gets approved in the US it should be clear sailing for pSivida with the $25M payment from ALIM and also making it much easier to gain approval for Medidur. This could be a very big year for pSivida with possible US approval for Iluvien, the update on Tethadur this summer, and the results from the first phase 3 phase trial of Medidur towards the end of the year. Any ideas on how much pSivida could be worth if it gains approval for Medidur ?

  • Reply to

    Wow, did you see this?

    by prxl Mar 17, 2014 5:34 PM
    billygbillyg billygbillyg Mar 25, 2014 8:09 PM Flag

    Smith on Stocks thinks that Roche/Genentech is the unnamed company that pSivida has the agreement with and Lucentis is the anti-VEGF drug that pSivida is working with. This would make a lot of sense since Genentech's Lucentis has been losing market share to Regeneron's Eylea due to the less frequent injections required for Eylea . See headlines here for pSivida dated Thursday, December 19, 2013 titled pSivida:Game On

  • billygbillyg billygbillyg Feb 5, 2014 11:11 PM Flag

    I went to PennyStocksWeekly and did a search on Swift Energy and also SFY and results were no matches found.

  • billygbillyg by billygbillyg Feb 5, 2014 11:01 PM Flag

    I was looking at the insider trades for the last 12 months for SFY at Marketwatch. It's encouraging to see that there has been only one insider sell order since last Feb on Nov 4th and I don't know if that can really be considered as a sell because on the same day (Nov 4th) that the president sold 10,752 shares for $14.90 he also bought 11,577 for 13.84 and the trades were both listed as Derivative/Non-derivative transactions. So if you throw these two trades out because they basically cancel each other out and were made by the same person on the same day, you find there have been no insider sales since early Feb 2013 and there have been 7 insider buys after Feb 20 as shown below per information from Marketwatch:

    Insider Purchases after Feb 20th 2013: Insider Sales after Feb 20th 2013:
    2/26/2013 purchased 10,000 at 13.10 11/04/2013 sold 10,752 at 14.90
    2/26/2013 purchased 700 at 13.00
    2/26/2013 purchased 7,500 at 13.00
    2/27/2013 purchased 8,000 at 13.40
    8/05/2013 purchased 20,000 at 11.15
    9/27/2013 purchased 5,000 at 11.52
    11/04/2013 purchased 11,577 at 13.84
    11/04/2013 purchased 10,000 at 14.11

    It would seem that being able to buy SFY at $11.67 today is a pretty good deal considering that there have been no insider sales or buys reported for 2014 and the last insider trade reported was a buy on 11/04/2013 at 14.11 for 10,000 shares.

    Sentiment: Strong Buy

  • Reply to

    I love the tone of CC

    by heartsmart Jan 29, 2014 10:14 PM
    billygbillyg billygbillyg Jan 30, 2014 1:48 AM Flag

    haven't been here awhile..completely agree.
    Fallon was great; he made me feel very positive about the prospects going forward.
    I bought some today as the stock looked cheap at $7 for a short term trade. I got burned last quarter buying right before the earnings report but this time it looks like I won.
    But after listening to the conference I'm going call to this stock for the long term; great CC.

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