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Biotech / Medical : PSDV - pSivida Limited

PSDV 1.220

+14.0%

Mar 29 4:00 PM EDT

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To: Arthur Radley who wrote (372)	9/1/2011 9:22:57 PM
From: John McCarthy	of 421

This might sound disingenuous - but I think its very good news for Iluvien. (a) Avastin (apparently) is being dumbed-down (dosed-down) by mom&pop "bacterial" shops. (b) Goodby Avastin (and $60 a shot) - maybe. (c) Avastin and Lucentis carry the same anchor - 1 shot every 4 to 6 wks vs 1 shot Iluvien every 36 -/+ months or so. (d) If (b) happens that leaves lasers/Lucentis/Iluvien -- or -- hole-in-the-eye vs $$ mucho dinero vs get a catarack fix with Iluvien. I am really more nervous as to why we may actually have to wait until November. There is some part of the efficacy (I guess) that I ain't fully understanding. regards John

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