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Expert Financial Analysis and Reporting

Alimera Sciences: Iluvien Sales Seem to Have Caught Traction; It Is Time to Buy! (ALIM, Buy, $1.35)

Key Points

In 1Q, 2017 unit sales of Iluvien increased 34% in the US and foreign unit sales increased 32%.Management…
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Alimera: Iluvien Sales are Encouraging but the Company is Financially Stressed (ALIM, $1.79, Neutral)

Investment Perspective

I first started writing reports on Alimera in May of 2013, but have never recommended the stock. I thought…
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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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Alimera Sciences: Some Thoughts on the Upcoming US Launch of Iluvien (ALIM, Neutral, $5.29)

Investment Thesis

I have been speaking with ophthalmologists, investors and Alimera (ALIM) management about the upcoming Iluvien launch. As I…
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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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