Saturday, July 30, 2016 10:43:05 PM
1. Market
DME patient population 575,000 in US. Around 20% annual growth rate. So by 2020, number of DME patients in US along will be around 1.2 million. Similar patient population in EU as well. Total over 2 million patients by 2020.
2. Pricing - 3 years treatment plan.
(a). Anti-VEGF drugs:
Lucentis: $17,550
Eylea : $27,750
Ozurdex : $9,750
(b). ILUVIEN : $8,800
3. Administration:
Anti-VEGF drugs: once a month or once every 2/3 months injections
ILUVIEN: Once in a 3 years injection.
4. Efficacy:
Anti-VEGF drugs do not work for 50% of the DME patient population, where ILUVIEN working with high efficacy and safety for all DME patient populations.
No doubt, ILUVIEN is the best drug candidate in this sector and only one of this kind. It's unique. That why patients are loving it and ALIM making massive sales growth. By 2020, if ALIM can get just 10% of 2M patients, it will make $600M sales. Also to note that patients would love to avoid every month or every 3 months injection, they would prefer every 3 years injection. So ILUVIEN demand will go up so as the pricing. This company has over billion dollar revenue potential in next 5 years. However I don't think, ALIM will still be around after 5 years - my DD say it will bought out by a big pharma before that.
Recent ALIM News
- Form SC 13D/A - General statement of acquisition of beneficial ownership: [Amend] • Edgar (US Regulatory) • 05/16/2024 09:06:29 PM
- Form 10-Q - Quarterly report [Sections 13 or 15(d)] • Edgar (US Regulatory) • 05/14/2024 09:04:16 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 05/14/2024 12:46:39 PM
- Alimera Sciences Reports First Quarter 2024 Results • GlobeNewswire Inc. • 05/14/2024 11:30:00 AM
- Alimera Announces Scientific Data Highlighting YUTIQ® to be Presented at Upcoming Association for Research in Vision and Ophthalmology and Retina World Congress Conferences • GlobeNewswire Inc. • 05/07/2024 12:00:00 PM
- Alimera Sciences to Report First Quarter 2024 Financial Results on May 14, 2024, and Provide Corporate Update • GlobeNewswire Inc. • 04/30/2024 12:00:00 PM
- Alimera Sciences Reports Inducement Grants Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 03/20/2024 12:00:00 PM
- Alimera Announces First Patient Randomized in Radiation Retinopathy Trial Being Conducted by the DRCR Retina Network • GlobeNewswire Inc. • 03/19/2024 12:00:00 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 03/08/2024 10:23:58 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 03/07/2024 01:32:14 PM
- Alimera Sciences Reports Fourth Quarter and Full Year 2023 Results • GlobeNewswire Inc. • 03/07/2024 12:30:00 PM
- Alimera Sciences to Report Fourth Quarter and Full Year 2023 Financial Results on March 7, 2024, and Provide Corporate Update • GlobeNewswire Inc. • 02/29/2024 01:00:00 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/13/2024 09:43:35 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/13/2024 09:24:52 PM
- Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend] • Edgar (US Regulatory) • 02/13/2024 08:27:46 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 02/09/2024 10:25:06 PM
- Form S-8 - Securities to be offered to employees in employee benefit plans • Edgar (US Regulatory) • 02/09/2024 10:14:16 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 02/09/2024 10:08:13 PM
- The UK National Institute for Health and Care Excellence (NICE) Issues Final Draft Guidance to Provide Patients with a Natural Lens (Phakic Eye) Being Treated for Chronic Diabetic Macular Edema Access to ILUVIEN® • GlobeNewswire Inc. • 02/08/2024 01:00:00 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/11/2024 05:49:45 PM
- Form 4 - Statement of changes in beneficial ownership of securities • Edgar (US Regulatory) • 01/04/2024 09:02:52 PM
- Form 3 - Initial statement of beneficial ownership of securities • Edgar (US Regulatory) • 01/04/2024 09:02:04 PM
- Form 8-K - Current report • Edgar (US Regulatory) • 01/04/2024 09:01:17 PM
- Alimera Completes Recruitment for the Synchronicity Study • GlobeNewswire Inc. • 01/04/2024 01:00:00 PM
- Alimera Sciences Names Elliot Maltz as Chief Financial Officer and Reports Inducement Grant Under Nasdaq Listing Rule 5635(c)(4) • GlobeNewswire Inc. • 01/02/2024 01:00:00 PM
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VPR Brands (VPRB) Reports First Quarter 2024 Financial Results • VPRB • May 17, 2024 8:04 AM
ILUS Provides a First Quarter Filing Update • ILUS • May 16, 2024 11:26 AM
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