I'm sure investors like Peter Kolchinsky did not invest in PSDV because of Iluvien, then doubled down, diluting his own prior investment. Drugs on the market is what it's all about, and Iluvien will bring some cash our way in 15' in from EU sales. Going forward however, it's all about finding a biologic platform for sustained release. You know as well as I that the Retina doc's will reach for anything to diminish such frequent dosing. That's why a collaboration agreement will happen, just to get it into the clinical phase. I totally disagree with you on what, why and how long. Again, it's you who does not understand. Fortunately, time will tell.
Hernando. You're fricken' delusional. Big pharma is going to jump all over this.
It's going to be so much fun to watch you do a disappearing act. Oh, by the way....just what do you think PSDV has been doing for the last three years while ALIM's been getting the CRL's, because they can't control the outsourced manufacturing. And one more time; 505(b)(2) regulatory path for Tethadur is just one way the FDA will let us through the door.
Oh, and who do think is watching? .........no, say it isn't so!.......big pharma. Can you fricken' imagine what a suck thing it is to get injections into the eye every 4-6 weeks, just so you won't go blind? Big pharma is a watchin' this, from right now and starting today!
Let's see. Out of nowhere, pSivida comes out with pre clinical data at a big conference; I don't remember the pSivida saying they'd be there. No clue. But , what they deliver is peer reviewed data that suggests that.....oh, do I say......Tethadur has a real potential to deliver these proteins over time and, at a controlled rate base on diameters (I paraphrase). Oh, let's throw in "electrostatic charge" to attract specific biologics. Then, the (specific antibody or protein) drug gets delivered on a casual term; suited to the indication. Oh, I don't know.....is there a market for this?
Terry, Another good one here. Well, with today preclinical news, we may have turned the corner where we'll start to garner deserved attention. I love the sentence in this story "It is widely anticipated that the opthalmic drug delivery systems market has tremendous potential". With today's news in Orlando, we might have a leg up going into mid year and beyond.
Perfect timing id iot. Looks like todays news delivered a little blow to your thesis. Yeah, PSDV will be toast without Iluvien. Go away.
Well, I didn't see this coming today. :
pSivida Corp. (PSDV) (PVA.AX), a leader in the development of sustained release products for treating eye diseases, today announced that the Company presented the first peer-reviewed preclinical data demonstrating the use of pSivida’s Tethadur™ technology to provide sustained release of Avastin at the 14th Annual Meeting of ARVO (Association for Research in Vision and Ophthalmology).
pSivida’s Dinesh K. Nadarassan presented a poster entitled “Sustained Release of Bevacizumab (Avastin) from BioSilicon”. The data from preclinical studies conducted by pSivida concluded that long-term sustained release of antibodies such as Avastin is achievable with Tethadur, a form of pSivida’s BioSilicon™ technology, and that the release of the antibodies is controllable over a wide range by adjusting the pore size and surface area of Tethadur.
“The implications of the ability to control the duration of sustained delivery of antibodies through pore size are significant,” said Dr. Paul Ashton, president and chief executive officer of pSivida. “By varying pore size, we believe the release rate of antibodies loaded into Tethadur can be controlled, which could permit sustained delivery of antibodies that currently must be delivered by frequent injections. For example, Avastin and the two of the top-selling Veg-F ophthalmic drugs today are injected as frequently as once a month.”
No, I get it now. It's taken me awhile. I must have the doofus potential as well. Sorry to hear you got such public ridicule. Good thing you have no position in ELON.
But the question is valid, isn't it? After all, how many more CRL's need to include "manufacturing concerns". The last Alimera CC stated they had to dump 1.2Million in product because of a screwed up batch. Good thing they caught it or the FDA might have.......again. Here's Hernando in all his brilliance:
That's what I'm saying...you should sell and buy it later in the 1's. You think ALIM management is so incompetent yet all of your investment rests on their success. If they don't get approval PSDV will be raising cash in the 1's and that's where you will be for a long time imo. No one is going to be investing here for the Uvietis application, look what a minor drug Retisert is. The other think is so far off who cares. Show me some results in the indication PSDV intends to pursue. Does anyone even know what it is? Less
Oh, and if we do fall to $1.5 on a FDA rejection (won't happen) then I'm a buyer. Just like the last time PSDV went to just over a dollar, I'll snap up as many shares as I can afford; no regrets about picking those shares up. Still have some cash left.
This post of yours proves you don't know how to read. The analyst referred to Medidur launch in 17' doosh. The analyst made no mention of a Tethadur launch, goofball. He did however mention the excitement building for Tethadur. He went on suggest that big pharma may be very interested in the platform with pending data release. Did he also mention an M&A potential. Go back to second grade and learn how to read.
Hey, any analyst coverage saying we're undervalued is always welcome.....
"Though early stage, we expect visibility on Tethadur to increase shortly, and should work being done by PSDV on behalf of a large pharma result in a partnership, we could envision investor interest (and M&A speculation) rising.”
Great article Terry. Looks like pSi nano makes another splash. So, who has the best patent portfolio for such technologies? The field is really open for different kinds of drug delivery.
Tom, Pretty interesting about PFE and Latanoprost. #$%$, not a word said. There is something that's up. We won't know until we know. True valuation of the company is based on a catalyst' yet to come. So, we tap our feet knowing the FDA gig with Iluvien is obviously more interesting since Labeling discussions. It's still all about the last couple of years with Tethadur. Did PSDV impress big pharma? It's #$%$ or get off the pot. Ashton still seems positive, so maybe things move along through the bowel.
Terry, The PFE-PSDV gig for glaucoma might be on the shelve for now. It just seems it's been hush hush for too long. Then again, they could be waiting for Iluvien US approval, then just buy PSDV out. By October the data will be in for pre-clinical Tethadur, the Uveitis trial will be fully enrolled with perhaps initial data known and of course Iluvien looking good for approval. $3.50/sh. seems pretty reasonable. God knows what's going on behind closed doors.
Sentiment: Strong Buy
So, Hernando just said "we'll only get 20%".......wouldn't that be terrible. What a doosh. These are only 3 of the 7 top selling "biologics" that PSDV will be able to deliver on a sustained basis. So, do you think there's a market for Tethadur?