It is always good to keep tabs on the competition... and perhaps join them (from an investment viewpoint) if they are substantially better.
Regarding the PSDV/Pfizer collaboration... I am more concerned that this might forshadow Pfizer's assimilation of pSivida's (and by proxy Control Delivery Systems') technology... making it an in-house process at Pfizer that discourages the development of working relationships with outside companies such a SRDX.
re:worth keeping track of what they are doing. It is definitely worth keeping track of any developments in drug delivery to the eye. To me this deal shows great interest in the field and cant help but feel Surmodics is well positioned to take advantage.
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