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Expert Financial Analysis and Reporting

pSivida: One Step Away from Upgrading the Stock (PSDV, Hold, $2.80))

Investment Overview

pSivida holds a unique, leading position in developing inserts that provide long acting delivery of drugs to the retina…
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Comments on Alimera (ALIM, $4.46, Neutral) and pSivida (PSDV, $3.97, Neutral)

SmithOnStocks Mailbox
About the Mailbox:

My mailbox comments are brief articles on stocks in which I am involved. These can come from…
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Thoughts on the Market Correction in Biotechnology Stocks

This Has Been a Tough Correction

The recent sharp market correction and rotation out of growth stocks like biotechnology and technology…
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The BIO CEO Conference: Highlights from the Meeting and New Investment Perspectives (Subscribers Only)

Back From BIO CEO Conference

I have returned from spending two days at the BIO CEO conference at the Waldorf Astoria…
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pSivida: Why I Think the Stock Could Do Very Well in 2014 (PSDV, $4.12) (Subscribers Only)

Highlights of Dinner
Last night, January 9, pSivida held a dinner for analysts and investors in New York. The audience had…
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pSivida: Game On for Iluvien (PSDV, $4.29)

Alimera (ALIM) and pSivida (PSDV) released some extremely encouraging news on Iluvien. They said that Alimera had entered into labeling…
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pSivida: Thoughts on pSivida in the Aftermath of the Complete Response Letter on Iluvien (PSDV, $2.87)

Background on the Complete Response Letter
This note focuses on the implications of the complete response letter (CRL) received by Alimera…
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pSivida: Previewing the October 17th PDUFA Date for Iluvien (PSDV, $5.07)

Investment Scenarios: The Positive and Negative Case
pSivida (PSDV) has a very important binary event upcoming on October 17, 2013; this…
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SmithOnStocks Opines on Biotechnology Stocks, June 2, 2013

Overview of This Week's Report
This week I published a major report on Alimera Sciences and pSivida which led to my…
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