Invest2live
Posted - 1 day ago
$CLSD excellent value below 1.50; dollars your DD and get in. This has long term value.
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maphere
Posted - 1 day ago
$CLSD ABBV today was silent on RGNX and their programs. Last Q ER they said this: Q: After the two announced acquisitions in December, what are the team's thoughts on M&A in 2024. Some of your peers have given guidance on expected deal sizes. Is that something you can provide A: So, our BD efforts continue to be focused on identifying assets, really that can drive growth in the next decade across immunology, oncology, neuroscience, aesthetics, and eye care... So, our external efforts are really aimed at early stage opportunities, which are typically smaller-sized deals...In eye care, we're extremely excited about the REGENXBIO program in wet-AMD and diabetic retinopathy, but we continue to look for innovation in glaucoma and retinal disease. https://www.fool.com/earnings/call-transcripts/2024/02/02/abbvie-abbv-q4-2023-earnings-call-transcript/ With the upcoming RGNX May 10th data release I'm not surprised they are tight lipped. RGNX should have their ER next week based on history. CLSD CEO said at the last health care conference that he expects RGNX update on PH3
Qora
Posted - 1 day ago
$CLSD am I missing out if I don’t have at least 100k shares
clownmarket
Posted - 1 day ago
$CLSD You can begin to see the buyers of the offering now, as the Q1 13Fs start to roll in The first major buyer is this fund. They bought $4m of the $15m offering https://whalewisdom.com/filer/rosalind-advisors-inc Their holdings look... ok. But they're a pharma specialist which is good
Fullratio
Posted - 2 days ago
Healthcare sector stocks with high YoY gross profit growth in Q4 2023: $CLSD $FDMT $BEAM
maphere
Posted - 2 days ago
$CLSD New article on RGX314...I think RGNX is still leaning towards DR with the SCS and the wAMD is still on the fence. ________________ AbbVie and Regenxbio’s ‘multibillion-dollar opportunity’ in vision loss gene therapy After a successful mid-stage study, the companies aim to upend traditional wet AMD treatments with a one-time gene therapy. Published April 24, 2024 https://pharmamore.us/news/abbvie-regenxbio-vision-gene-therapy-blockbuster/714072/
lance100
Posted - 2 days ago
$CLSD so many other great stocks to have made the poor decision to invest here.
TonyShev
Posted - 4 days ago
$CLSD was consodering starting a position here, but a couple of things worry me.
1- Can't seem to find any sales data on their commercialized drug xipere. It has been on the market since early 2022. CFO said in the last earnings call that they get no royalty payments for the first 45 mil of sales by bausch, which has not happened yet. Was there any projected sales data somewhere?
2- Ophtamologist's experience with suprachoroidal delivery is limited. There are many other, more familiar alternatives for uveitic macular edema, that are significantly less expensive. Perhaps the outlook will change with their wet macular degeneration product if it really does produce an extended effect requiring 4 or less injections yearly. That would be a strong advantage over existing therapies. But their study is still im phase 2b and by the time it gets commercialised, we might see significant dilution. Would appreciate your thoughts, thanks
maphere
Posted - 4 days ago
$CLSD A recent podcast, worth listening to: Episode 425: April 2024 Retinal Physician Preview Including Discussion of Pipeline Targets and Durability Based Agents for Wet Age Related Macular Degeneration and Diabetic Retinopathy https://www.retinapodcast.com/episodes/2024/4/3/episode-425-april-2024-retinal-physician-preview-including-discussion-of-pipeline-targets-and-durability-based-agents-for-wet-age-related-macular-degeneration-and-diabetic-retinopathy
Game_Day
Posted - 5 days ago
Latest alerts ⭐️ have a great week everyone Options
$NEE ⭐️ 20% $PLD ⭐️ 17% Stocks $WLGS ⭐️ 14% $CLSD ⭐️ hold
Lubu1
Posted - 5 days ago
$CLSD stay calm friends!
valueforme
Posted - 5 days ago
$CLSD Folks, are there any guestimates what part of Q3 2024 should we expect ODYSSEY topline data in? Is this more like July or more like September?
maphere
Posted - 5 days ago
$CLSD New PH3 CLS-AX "In Planning" __________________________ A Phase 3 program of CLS-AX in wet AMD (Wet-age-related-macular-degeneration) Status: Planning Phase of Trial: Phase III Latest Information Update: 19 Apr 2024 19 Apr 2024 New trial record https://adisinsight.springer.com/trials/700372874
Invest2live
Posted - 5 days ago
$CLSD long-term looks great. Do your DD and get in.
valueforme
Posted - 1 week ago
$CLSD Start at 20:38. Mizuho analyst who covers EYPT talks about both EYPT and OCUL in context of how OCUL data in DR also affected market expectations on EYPT upcoming data in NPDR. He also pretty vocal about questionable market opportunity in DR. The fact that CLSD decided to no jump into DR/DME (yet) makes even more sense to me. https://www.biotechtv.com/post/mizuho-graig-suvannavejh-april-28-2024
JaumeIII
Posted - 1 week ago
$CLSD I'm still buying right along with the insiders...the ocul debacle has also affected eypt which is a much better and well managed company. But clsd has much more going for it, specially at these prices!
clownmarket
Posted - 1 week ago
$CLSD That is not bad, a nice round 100k. I count insider open market buys from 3 board members in the last 6 months or so. Plus the new CMO, plus Whitmore
Qora
Posted - 1 week ago
$CLSD New board member immediately loaded 100,000 shares. Wow.
insiderbuyingselling
Posted - 1 week ago
$CLSD new insider buying: 100000 shares. http://insiderbuyingselling.com/?t=CLSD
rando321456
Posted - 1 week ago
$CLSD Anybody notice this out of OCUL's January presentation? Would be kind of funny if they licensed from Clearside.
valueforme
Posted - 1 week ago
$CLSD Some decent read
jbal
Posted - 1 week ago
$CLSD Trying to draw an inference from OCUL DR news to CLSD, but I don't know how how to take it. I own some OCUL, and I was happy a few days ago when they turned over the C-suite. But then 2 days later they stop the 52 week trial at 40 weeks, reveal the meh response, and announce they are going to P3. It's possible that the P3 wAMD trial with the off-label Eylea comparator is enrolling so badly that they need to get something else going. Would it be surprising if doctors were reluctant to enroll patients in a trial where they have a chance of getting one dose of Eylea and are expected to wait until their vision deteriorates so they can be a statistic? Yeah. It's possible they haven't updated it, but the study is running 3 months and they only have 5 sites with only one recruiting. Makes me appreciate George and Victor. They don't regard CLSD as the "3rd TKI", they're just gunning for Eylea and Faricimab. Everything else is noise.
valueforme
Posted - 1 week ago
$CLSD I like almost everything in the current setup except the fact that this Twitter weirdo TonyFauci2 decided to pump CLSD some time ago. Well, I can live with that.
wishpotion
Posted - 1 week ago
$CLSD The chances & risk cards are mixed again and again during the process.. Maybe SCS will get more attention now "as it deserves" since OCUL and EYPT got now some course corrections. Staying, holding, waiting. We are still very good positioned with own technology and our unique partnering approach. So we have a somewhat much broader standing then the others, since we are already also involved in the gene therapy area .. and perhaps more to come in the near future. I like this diversified approach and the risk sharing attitude. Good parked money just lean back and wait ;)
JaumeIII
Posted - 1 week ago
$CLSD $ocul has always been a sketchy company...results not very impressive.
clownmarket
Posted - 1 week ago
$CLSD Ahead of the RGNX partnered DR data in May, OCUL just announced their own DR data https://investors.ocutx.com/news-releases/news-release-details/ocular-therapeutixtm-announces-positive-topline-phase-1-data They want to go straight from P1 to P3 on N = 13 data. 6 of the 13 patients showed improvement. 2 of the 13 showed 2-step improvement. Hmmm.
fistedhole
Posted - 1 week ago
$CLSD loading small and scaling in. Was in this originally in 2019- sold in 2020 to play the market. Now I’m back lol
King3chaz
Posted - 1 week ago
$CLSD Jeez. Looks like another year of torment. No choice but to ride this one out until the BO
clownmarket
Posted - 1 week ago
$CLSD New director on the board "Most recently, Mr. Gibney served as the Executive Vice President, Chief Business & Strategy officer of Iveric Bio, Inc. until the company’s acquisition by Astellas Pharma Inc. in July 2023" LOL, he must be persuasive because I'm not sure that was the best acquisition idea for Astellas. He somehow pushed for it to happen a few months BEFORE the FDA approval, which confirmed Iveric did not get EOM dosing and also had an "up to 12 months" restriction for their GA drug
Qora
Posted - 2 weeks ago
$CLSD decent volume from both ends. Interesting