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Alimera Sciences, Inc. (ALIM) Message Board

virgilio_forum 6 posts  |  Last Activity: Jun 10, 2014 1:01 PM Member since: Feb 4, 2005
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  • Reply to

    Shouldn't Hernando Be Calling SA Articles Out?

    by mickmack50 Jun 9, 2014 4:22 PM
    virgilio_forum virgilio_forum Jun 10, 2014 1:01 PM Flag

    I hope you don't make your investment decisions based on positive or negative articles on stocks. MBs are often plenty of people who feel strong when they see green and feel weak when they see red, however it should by far be the opposite, IMO.

    That said, it would be interesting to know why you think that Hern is wrong when he thinks that the short term prospect of PSDV is linked to the Iluvien outcome.

  • virgilio_forum virgilio_forum Jun 6, 2014 4:42 PM Flag

    The most interesting thing I found is their estimate on chronic population. If you guess a 10% market penetration at a median 6k $ for implant (single eye treated), you would get 250M sales for Europe and about 338M in the US, or a total of 588M sales at a low 10% market penetration.

    It's interesting because, though it is quite possible that US sales (if Iluvien ever gets approval) would far exceed EU sales (given difficulties in reimbursement for Europe), I personally have lower numbers in the US as compared to Europe as for patient population.

  • Reply to

    Medidur Regulatory Path

    by mickmack50 Jun 2, 2014 11:05 AM
    virgilio_forum virgilio_forum Jun 5, 2014 4:59 PM Flag

    Being long on a stock doesn't mean that one can write anything without a supporting thesis.

    What is your thesis about a possible Medidur earlier approval?

    You see, one can agree or not with Hern (I personally agree with some things and disagree with others), however, how can you prove him wrong about PSDV's short term prospect as linked to Iluvien when, besides the potential approval milestone, some of the referenced data will be used for Medidur's potential approval?

  • Reply to

    Medidur Early Approval

    by mickmack50 May 30, 2014 8:57 AM
    virgilio_forum virgilio_forum Jun 1, 2014 5:51 AM Flag

    I had to re-read your statement "by years end my guess is that the FDA will approve Medidur for this indication" quite a few times as I could not understand how you could write such a thing...

  • Reply to

    MLV & Co. Analyst

    by mickmack50 May 13, 2014 8:17 PM
    virgilio_forum virgilio_forum May 14, 2014 4:17 PM Flag

    It might be true but ALIM's situation seems to me no better. The stock price has gone down since weeks and volume is extremely low, showing quite some lack of interest. Not to talk about sales, which I personally found quite disappointing. Assuming a 50/50 split, Germany last quarter's sales were only something above 1M.

  • Reply to

    The ALIM Board Is Dead. Why?

    by mickmack50 Apr 29, 2014 8:08 PM
    virgilio_forum virgilio_forum May 1, 2014 2:56 PM Flag

    Don't forget the "ATM". Besides all, the fact that there are investors that are willing to land money to a company is a good sign and not a bad one. This is for both companies. Anyhow, ALIM's board it probably less active because there's simply much less to talk about, their current portfolio is mostly on Iluvien and therefore there's not much to say lately besides waiting for news and forecasting on sales.

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