The scenarios are quite interesting at current levels for ALIM. Ive been struggling with this stock lately. Some of my other trades have been from Awe.Some.Sto-ck.s which are working out pretty well.
We're up 3 cents, sell the farm!
So they make another announcement about yet another conference presentation... and the stock goes down some more.
Maybe they need to stop making presentations??
Maybe insiders need to buy stock and show they believe in their own company??
It has now become rather obvious that Ozurdex is the stepping stone to Iluvien. There is little doubt among the rentina doc's that the bolus injection of Ozurdex spikes the steroid with every injection, only to see the drug diminish in the following months (3). The "micro-dosing" that Alimera keeps referring to is exactly that, and it treats the disease better because of it. Ozurdex will only be the 3 month treatment in an attempt to determine a given patients tolerance for steroids. Allergan will continually lose market share in the pending quarters, the Iluvien data is just that good. The Ozurdex sales of 250 million/yr. , and growing 15%/yr. will start to be taken by Alimera and Iluvien. The uveitis indication will be the same only more dramatic, as the uveitis data is stellar as compared to Ozurdex.
@John F. Maybe some people were listening when I said sell the farm.
One thing I have not seen discussed and not sure why. Steroids cause blood sugar to rise in diabetics. With the microdosing of Iluvien I would think this would be much easier to control than the bolus injections. The following article applies to topical steroids but I would think it would also apply to injections. I have personal experience with this from other type of steroid injections. Please note the conclusion... The use of topical steroids by diabetic patients appears to increase blood glucose levels and interfere with glycemic control. Can't seem to post website but do a search if you want on article below.
The Effect of Topical Steroids on Blood Glucose Profile in Diabetic Patients
the main issue is the hesitancy of treating physicians to switch their patients from Ozurdex to Iluvien IMO due to a lack of awareness of Iluvien by both physicians and patients, thus not providing options to the patient to understand their choice of multiple injections per year coupled w the yoyo effects of Ozurdex w a greater risk of infection and significantly higher costs over the choice of 1 Iluvien injection giving the patient greater long term stable visual acuity w less risk of infection at a much lower cost over the 3 year period. Once the patient shows little to no increase of IOP w a steroid injection it is irresponsible by the treating physicians not to provide options to appropriately treat their patients w "Best Care Options"-Iluvien. Allergan's most fiscally responsible move for their shareholders is the not only maintain their current market share w Ozurdex for stage 1 treatment but also create an appropriate total treatment program for the patient. Conclusion Allergan should acquire both Alimera Science for Iluvien w their global distribution agreements as well as pSvida for their Durasert device and their trial 3 pipeline drug Medidur along w what the other applications the Durasert device provides. This strategic acquisition would provide shareholder value to all while providing "Best Course Treatement" of these diseases that affect millions of lives/eyes around the world. Think "My Space" to "Facebook"..kind of an obvious evolution.
Well, we can add the Irish to the list of Iluvien users now. It looks like countries are starting really pile up and that will be good for patients and investors in this micro-dosing therapy. It's a numbers game and the numbers are growing every quarter, slowly but steady.
Apart from the posters on this board, it seems there is little interest in this company. That's not counting the attendees at the many presentations the company gives... it will be interesting to attend one of these and gauge the interest in the company. Even the conference calls seem to evoke few questions from analysts or investors.
One has to wonder why so...
Sudden drop on no news?? Doesn't look good at all.
Is it just me, or are there others that feel not enough is being done to grow sales faster?? That the right things are not being targeted fast enough? Regulators, politics, insurance companies...?
Great product? Check. Works better than alternatives, costs less, is less painful... check check check... So what is missing? Why isn't everyone choosing this over the other, more expensive, more frequently required treatment?? Are they not able to convince doctors and insurance companies to switch? It seems to me like a no-brainer.
And why aren't insiders buying stock? I would think they should be really excited about their prospects! Their publications and presentations and poster sessions are great - so what are we missing here?
Alimera Sciences Reveals Details of Promising New Illuvien Trial
Alimera Sciences Announces ILUVIEN® now available in Ireland
ATLANTA, Sept. 12, 2017-- Alimera Sciences, Inc., a leader in the commercialization and development of prescription ophthalmic pharmaceuticals, today announced that ILUVIEN, its sustained release intravitreal ...
anyone ever try out the-stock-dork ? I saw a post about them on the ALIM board and ever since I have been hooked. .
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MOST HAPPY TO SEE TESTING OF ILUVIEN STABILITY WITH MRIs for osteoarthritis treatments.
Alimera Sciences Signs Agreement for Exclusive Distributor of ILUVIEN® in France | Alimera Sciences
I think ALIM is due for a pullback. What are your thoughts? google Awe-Some.Sto-ck.s - they offer pretty good trade alerrts. you dont have to trade their tickers but it definetly helps you recognize possible patterns for stocks you're trading.