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Biotech / Medical : PSDV - pSivida Limited

PSDV 1.220

+14.0%

Mar 29 5:00 PM EST

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To: Arthur Radley who wrote (169)	9/24/2009 5:37:45 PM
From: John McCarthy	of 421

Hi Arthur I totally agree - esp on the PFE part .... (btw - didn't know till now that Alimera had started out with $90 million - rich friends ?) I just posted this addendum to a poster on Yahoo ============================== rad - well stated and you've captured the susbstance of the call ... I would like to add two points that are not necessarily minor * the pfizer stuff IS proceeding (whatever it is) and they are booking payments NOT as revenue but as deferred revenue ... iow - there is future revenue already booked but not released to the P&L * a VERY COOL question came up from one of the people phoning in ... (1) imagine that IIuvien was approved for DME (2) imagine that some other company wanted to do trials on DME and submit to FDA (3) would the FDA change the definition of "Standard of Care" to = the IIuvien results and hence going forward any competitor would have to show results at least = to IIuvien ... The answer to the question was - of course - no one can speculate on what the FDA might do. Nonetheless - it is a VERY interesting question .... ============================== regards John

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