JD, Naturally, I'd like to get some color on multiple fronts on the coming CC. Either way, I 'm holding long for years to come. Deep value companies are are really tough to find. I know management has gotten a bad rap on this MB, but I think they're doing a good job. How exactly do you work with the big boys? You do it judiciously and pragmatically, after all the bigs are savvy, a lot more so than we are. One license deal with Tethadur ; I'm holding for that and the years to follow. GLTA.
Well, it might just mean a cake walk into PIII for...
Uveitis, Xalatan , the new HSS intraartcular insert and the pSivida Dry eye IND. in other words....
It's huge, and the wheels are turning with the management. My guess, is that the management knows by now, and we'll all know with the upcoming CC. Still, this company is off the radar......At least for now.
Frank, I guess we all expected things happening before now. Yet, nobody is really selling. We seem to have support where we are.Doesn't matter anyway. I've decided to ride this out for however long it takes. I did like the article today on SA. It won't mean a thing until we ink a deal of some kind to validate our thesis. Glad all the longs are still here and keeping engaged.
Nord, that would be a twist. The things the posters on this MB have theorized is truly daunting. I wouldn't be surprised if PFE throws out an offer. I guess We're all waiting on Medidur/ FDA determination. For longs, the stock has never moved on the company's fundamentals. Let's hope someday it does. I have added for years wondering if I were just nuts. I haven't sold a share. Something good, would be good.
Good work guys. While it is true that there have been delays in the delivery of long awaited pipeline data, we're all still here. Antisense is still here. It very well could be the next 180 days where we finally break through to some long deserved recognition. The Iluvien insert will establish a great track record, big pharma will take notice. Good news with HSS won't hurt a bit either. I want to hear that a well funded partner is on board as well. GL
Prxl, I meant no disrespect. This is how our beloved market deals with companies having not fulfilled expectations. If you own any shares of our pSivida company, I don't have to sing this song, we're all living it. However, this the life of a $38.00 biotech, that makes no money. How on earth could this be valued that high? Then, when it falls, how on earth does still retain ten bucks? I'm asking a question of valuation, that's all.
Another overvalued Bio eating Retailers for lunch. Down 75% after hours. It's still overpriced. It's worth the read on Yahoo. So, pSivida investors start looking pretty smart. With us, Medidur isn't priced in.
I was corrected, and rightly so. pSivida won't get exactly 20%....that is until all costs from ALIM are covered. It works out to be about 14%, or a little more until then.
Terry, These were numbers from an article written before US approval and launch. We'll all only know if these numbers are close as quarter by quarter, very slowly goes by. We'll see, just glad we've all gotten to this point where we at least have something to look forward to.
Best Case Model
pSivida 20% royalty ~$2.06 million
But if approved in the United States sales growth could reaccelerate to at least 80% per quarter 2Q 2015:
$18,670,698 1Q15 (80% growth)
pSivida 20% royalty ~$22 million
P/S ratio of 20: $440 million market cap or $17.23/share
It's good to check back on the ELON MB. I sold my position at $2.50 here, and like you all, lost on the trade. Not much, but just a little. There is nothing however so humorous as to see the true nuts venting seamlessly and endlessly on this MB. Brings a smile to my face. Mr. Fastidious....is my fave.
Well then, with those specific attributes, won't she make a great President? Get used to it, she's your girl.
I couldn't agree more. Once the doc's on the mainland get comfy with Iluvien, there should be a whole lot more door knocking on ALIM. Just wish this were three years ago. The FDA is a train looking for an accident.
You can't blame ALIM for any withdraw from an EU country. Getting paid is total brain damage. Looks like they're figuring things out in the US, in terms of getting paid. Plus, the retina doc's are much more in communication with each other regarding the therapy, working together and sharing information.
Tomorrow, on tax day, the "early access pathway" for devises begins. As pSivida is in the "devise" business,
it will be important to watch the nuances of how pSivida uses this new regulatory route for any one of their products in the pipeline. I'm just hoping management mentions it as a potential "time saving" route for their unique products. This would verify the move by the FDA as applicable. As for Poland's approval of Iluvien, it's one more country that won't receive the drug for years until the US distribution is firmly generating revenues. I don't blame Alimera at all for it. The American market will be the one needed to capture first. On the dip, I took a position in Alimera. I think they'll out perform the market just like pSivida through years end and beyond, especially if management starts to release pipeline updates.