Not so fast Kool. If it's about price then perhaps we calculate price with a sustained delivery model. A shot in the eye every 7 weeks? Or, ............every six months? I'm waiting like everyone else and I'm getting tired of it. Let's get on with the clinical work! and the partners that will help pay for the development. C'mon Paul, let's get moving!
Good luck with that boys. With a J code, 10K units of Iluvien will generate 75 Million. Even with a 60% margin, you'll be earning a buck a share net.....that's going to be a $15 stock........end of next year. My guess is that Alimera will far exceed these numbers Y/Y. If you've got bearish sentiment, explain yourself of just go away. The DME efficacy data rocks.
With the October that whacked the Bio space starting to abate, and Alimera getting some of it's legs back, it does appear pSivida is setting up for a late year run. HSS hasn't been announced but I'm sure it's coming....wouldn't an announced partner be nice to get the clinical mojo going. We do however have Medidur for Uveitis data to look forward to. I'm very confident that the data will rock. I've said this before and all longs know it's going to be good. It all starts with good data on PIII trials and meeting and exceeding the primary end point, which in the Uveitis trial is just "recurrence of the disease"; sight improvement will be a big part of the data and the FDA should cancel the last trial in India soon after it's released....they probably won't. Lot's of stuff to look forward to as the year ends and as the new year begins. If we really do get Tethadur into the clinic mid 16'......it will be what we've all waited for. Let's not get too excited because for all longs here on the MB, we've been here before.
Don't think so big Eddie. With a J code coming January 1st, Alimera will sell 75 million worth of Iluvien in the US alone. Y/Y sales in 17 will then double going forward for the next couple of years. I'd cover or *&^ your pants later in 16'.
Really Bohn, It isn't about the frequent visits. It's about the infrequent visits that drive the market. Less is more , for the patient. It's not the treatment centers that will drive the narrative, it's the patients that will demand it. I'm surprised you don't see it that way. That's what innovation means.
Even I'm surprised at the downward movement of ALIM. There is no doubt however, that Iluvien will find an important place in the DME market and sales should start to move briskly in early 2016. I have a position and though I'm behind the trade, I'm holding steady. There is no way that this company dipped it's MC below 100M. They'll generate sales of Iluvien far in excess of that in two years. JMO
Kool, Tblow is a moron, right behind Nonsense. They share a room in their grandmother's basement. They choose to stay and post, #$%$ and offer nothing but critical dribble.
God are you twisted. Please sell and go away if you don't like this company. That third divorce has got you by the balls yeah? You deserve it.
Paul Ashton is in charge of the timeline and all things product based. You got squat and have no influence on any of his decisions. He's working with big pharma and you're downstairs in your mothers basement wishing the stock would go up a buck so you can sell. I can't wait for that very thing to happen because after all these years, you bring absolutely nothing to this MB but #$%$.
I believe in the work of Paul Ashton and how he is guiding this company. I know, I know, he's not making the stock go up to please the short term investors . But what he is doing is slowly building the foundation for the 3 year implant we know as Medidur/Durasert. Recently , he inked the evaluation agreements for some ophthalmic drug with a big pharma with the Medidur/Durasert platform. What we haven't heard is that there will be a pending license deal that becomes of it. And, let's face it, until we get another big pharma besides B&L (Retisert) on board, we can't really blow any horn .....because we don't have one. What we do have is a proven 3 year implant, and yes , it has efficacy for three years. If the OA implant with HSS comes close.......this is a multi-billion dollar company just on OA......and we know the implant CAN deliver steroids, or for that matter a multitude of other small molecules. We also have the Pipeline ,and if that works then the numbers get a bit large if you can carry biologics. Paul Ashton believes it's going to work just fine. But, to prove it to stockholders he going to need a license deal. Maybe not right out of the gate, but with PII data showing the world it works and bioerodes without downside.
License deals are what we're looking for and we've all been waiting patiently for years. Perhaps we're getting a bit closer now. Regardless of the Pipeline however, we can rest pretty comfortably in the fact that with epic failures of other bio's recently , pSivida is still doing it's job. And, for a company with an MC of just over 100M, I'd say there is some headroom left to grow. Yep, I'm still way in.
Tom, Good to see you back posting. The pSivida ride has been frustrating to say the least. However, it does finally seem that the wheels are turning a bit faster with even the FDA getting some clarity on how important the Medidur system may prove to be. So....let's see....more efficacy and more cost effective? Yeah, perhaps this next year will prove to be the year even the Pipeline gets moving. In the event Tethadur can carry Humira and half its injection frequency and increase its efficacy, well, there is a 12 billion bio better/similar market. Any other company on the horizon stating this ability that you know of? Please inform. GL.
I listened to it based on your input . It's available on the website. I think it's very clear where the company is going. Just go listen for yourself, then come back to the MB with thoughts.
No, you fricken' doosh. I'm an artisan from Colorado. I've been a pSivida investor for 5 years, through all of the ups and downs and still here. I keep in contact with Bev several times a month or sometimes weekly. You on the other hand a "glass completely empty" human being. You would dispute fact every moment of every day. My guess is you're divorced three times, your children don't ever talk to you and never will. Your neighbors dislike you for all the right reasons.