constantlylosingmoney
Posted - 1 day ago
$CLSD Tired of looking at this stock
And reading this board I am ready to do a tax sell
txmdforlife
Posted - 2 days ago
$CLSD sub 1$ sucks ha
clownmarket
Posted - 2 days ago
$CLSD This shows JNJ's Q3 activity. Lol
clownmarket
Posted - 2 days ago
$CLSD This might be the first time our institutional update has ever been interesting Look at this shit Rosalind and Armistice sold out of their positions (almost completely) BEFORE the P2 readout. It's good to see Armistice gone, they're not exactly a top tier fund. But it is funny - these guys were only in for the trade Ignore the Hatteras line - that is from almost 2 years ago Also, JNJ bought back some of their TINY position in CLSD in Q3. They were holding what, 100k shares, for around a year then they sold it after Victor joined us (from JNJ) and now they've bought some back. I don't know what they're doing No big notable buys in Q3 Victor's open market insider buys are cumulatively larger than the new JNJ position
JaumeIII
Posted - 2 days ago
$CLSD Detailed swim plots for all P2 patients will dictate how we move forward. But for P3, no off protocol treatments unless reading center concurs and researchers experienced with injecting into the csc, please!
maphere
Posted - 3 days ago
$CLSD Floretina program for Dec. 5-8th Suprachoroidal mentioned 18 times, many shown in attachment. Note the SCS for Geographic Atrophy, this needs more digging. https://floretina.com/storage/floretina-program-2024.pdf
JaumeIII
Posted - 4 days ago
$CLSD question...How can one infer the number of Eylea rescues for the cls-ax cohort from the P2 topline data?
clownmarket
Posted - 4 days ago
$CLSD Something else said on the call last night was that we will get additional data analysis of Odyssey at upcoming conferences. Victor admitted there was some confusion due not sharing *all* the details. Me and @rando321456 were actually discussing this a while ago, wondering if information omitted implied something bearish. We (at least I) don't think so, it was good data, and Victor confirmed on this call that there were no Eylea rescues up to week 12. Every patient's first retreatment was with CLS-AX A few weeks ago I also went back and compared our P2 data with EYPT's topline readout, and EYPT likewise did not provide a swimplot with their topline read. I was only expecting a swimplot because I was remembering EYPT's later presentations What I want to see is more data between weeks 24 and 36. Because we only have rescue data UP TO week 24. We're going for a 3 - 6 month label, so it's not too important, but I'd like to see it nevertheless
clownmarket
Posted - 4 days ago
$CLSD I'm an idiot - the P2 readout was NOT during Q3. It happened in October which was Q4. There was a bit of dilution in Q4 I still don't think warrants were exercised But it's important to note that no activity around the P2 data read will be reflected in the Q3 numbers
txmdforlife
Posted - 4 days ago
$CLSD only hope buyout will take 4$ I wish
maphere
Posted - 4 days ago
$CLSD This is the line that stands out to me... "we are seeing significant interest among the retinal specialist community and from leading biopharmaceutical companies in applying our innovative approach to treating serious retinal diseases" https://ir.clearsidebio.com/news-releases/news-release-details/clearside-biomedical-announces-third-quarter-2024-financial So what does Significant Interest mean comparatively???
clownmarket
Posted - 4 days ago
$CLSD Overall a bit disappointing, I was hoping to see some warrants exercised. Let's see what George and Victor are saying I suppose we're just waiting for the FDA meeting in early 2025
clownmarket
Posted - 4 days ago
$CLSD In terms of dilution in general (not just warrants), the share count is almost identical to last quarter. There was no dilution beyond stock based comp
clownmarket
Posted - 4 days ago
$CLSD I don't think any were exercised, there's no line item for it and the warrant liability is still there and similar to last quarter The only notable thing I can find in the PR is 1m of revenue, actually a bit more than this time last year, which is due to more people using the injectors
So technically it's a revenue and EPS beat. The 1m revenue wasn't predicted (again). But nothing material that I can see
barrymanillow
Posted - 4 days ago
$CLSD I have $69 calls
clownmarket
Posted - 4 days ago
$CLSD Ok let's see how many warrants were exercised
rando321456
Posted - 5 days ago
$CLSD Innovate Retina 2024, long video Victor and Goldberg talk at various points. Goldberg gave a little more color on the ioi annoying people can't follow instructions on the injection technique. Victor seemed cheery when he talked. https://youtu.be/trYGMkd6jwc?si=R1AdvIL3SfvgBbPZ
JaumeIII
Posted - 5 days ago
$CLSD Still short interest of 1.7 million shares, all since P2 results, when it jumped to 1.65 and the came down to the low 1's...should get interesting.
txmdforlife
Posted - 5 days ago
$CLSD still junk still 90% lose very nice
maphere
Posted - 5 days ago
$CLSD Interesting... Home OCT and Sustained Delivery Approaches, a Perfect Marriage: Home OCT and Sustained Drug Delivery: A Perfect Marriage Highlights • Sustained drug delivery strategies in the neovascular age-related macular degeneration (nAMD) treatment landscape are FDA approved and in various stages of clinical development. • Validated remote monitoring is FDA approved and available for clinical use. • A new treatment paradigm combining sustained drug delivery and remote monitoring is possible for nAMD patients. • Combined use of these 2 distinct innovations has the potential to reduce the total patient treatment burden while optimizing outcomes https://www.sciencedirect.com/science/article/abs/pii/S0002939424005129
Samsquatch1
Posted - 5 days ago
$CLSD
Domix15
Posted - 6 days ago
$CLSD Alguna proyeccion?
Domix15
Posted - 6 days ago
$CLSD Que pasa aca?
sushistocks23
Posted - 1 week ago
$CLSD Found this today on Reddit. A lady with "bad" uveitis finally gets Xipere and several months later most of her problems are gone. Vision improved, blood vessels better, inflammation down. https://www.reddit.com/r/Uveitis/s/HqlEawxQUn
maphere
Posted - 1 week ago
$RGNX $BCRX $CLSD $ABBV Good time to get into RGNX and CLSD for a swing this month: __________________________ ...several important milestones expected before year-end. These include the first functional data from our Duchenne program, which is expected in the coming weeks. We’re also very excited to have initiated the BLA filing in MPS 2, also known as Hunter syndrome and for the End-of-Phase 2 meeting coming up later this month for RGX-314 in diabetic retinopathy, which we’ll refer to as DR. Recall that this meeting was accelerated from first quarter 2025 to fourth quarter 2024 by AbbVie, our partner for the retinal franchise. You’ll hear more from Steve about the great progress being made in RGX-314, including continued progress in DR and wet AMD. Diving into our programs, I’ll start with RGX-202, our next-generation potential best-in-class gene therapy for Duchenne. We expect to initiate the pivotal phase of the ongoing AFFINITY DUCHENNE study imminently. https://www.insidermonkey.com/blog/regenxbio-inc-nasdaqrgnx-q3-2024-earnings-call-transcript-1387435/
JaumeIII
Posted - 1 week ago
$CLSD Price and Value...Where will they meet?
maphere
Posted - 1 week ago
$CLSD Next week Dr. Ciulla presenting... “Frontiers in Ocular Gene Therapy” Research Conference on Wednesday, November 13 Intravitreal, subretinal, and suprachoroidal delivery: Common vectors, risks, and benefits for each approach — Thomas A. Ciulla, MD, MBA, FASRS https://www.arvo.org/education/gene-therapy-conference/program/ https://www.linkedin.com/posts/thomas-ciulla-md-mba-86a5504_genetherapy-ophthalmology-genetherapy-activity-7260352945886515200-uD-R?utm_source=share&utm_medium=member_desktop
rando321456
Posted - 1 week ago
$CLSD Looking at the Japanese transcript Santen seems to be under the impression they can do about 30+ million dollars in revenue out of China, they did not really address if they would pursue the Japanese market. Launch in 2026 maybe, they reference years strangely.
JaumeIII
Posted - 1 week ago
$CLSD So up to $85 million to Arctic Vision from Santen for milestone payments for the commercialization of Xipere (ARVN001) in mainland China...I wonder how much the entirety of Clearside is really worth????