maphere
Posted - 21 hours ago
$CLSD Clearside just put the attached image on twitter, what I though was interesting if you look at the slide behind Lejla Vajzovic, the last bullet point says "Currently in trials for NVAMD and ?? forthcoming for IRDs. The logical assumption for the ?? is DR but the "forthcoming for IRDs" is what interests me...forthcoming means forthcoming, so what does this imply? Will we see new expanded license from RGNX, we know they've been working with COAVE..."These data, generated in collaboration with REGENXBIO..." https://coavetx.com/coave-therapeutics-showcases-its-aligater-platform-for-generating-conjugated-aav-coaav-vectors-exhibiting-superior-performance-in-delivering-ocular-gene-therapy-through-the-suprachoroidal-r/
clownmarket
Posted - 1 day ago
$CLSD Inst ownership here is now 20% up from 12%, of course due to the offering earlier in the year. That is higher than it's been for years, and yet, still really low It will look pretty different if our P2 readout is good And no one posted it but BoD Yerxa made a cheeky $10k insider buy the other day. Just about everyone has done a tiny insider buy now
nhadar
Posted - 1 day ago
$CLSD like flat line
jbal
Posted - 1 day ago
$CLSD Armistice Capital reported 3,956,000 shares today. Presumable purchased in the offering.
wishpotion
Posted - 2 days ago
$CLSD Hopefully this sleeping lion here will wake up with a big roar in 3Q of 2024. Hope for convincing phase 2b results. Actually I think personally the chance is at 80% it will show best in class results.
clownmarket
Posted - 3 days ago
$CLSD I recommend this JMP talk to everyone who wants to learn about the science. Victor just goes on a tear and explains everything. Long time holders won't learn anything new but it's worth a listen
maphere
Posted - 4 days ago
$CLSD Dilsher Dhoot video from last Fri. presentation on RGX-314 program update. In this video he says there was a 3rd higher dose but he won't say anything as it is reserved for future congresses. This likely follows the rules of submitted abstracts which cannot be discussed prior to the presentation at the congress; otherwise that defeats the benefit of the congress for highlighting new data. Also, these data get published in peer reviewed publications so it seems fitting that RGNX wants to make as big of splash as possible... You gotta be in it to win it on these stocks and as long as they are teeing up positive future PRs I'm ready. https://www.healio.com/news/ophthalmology/20240513/video-rgx314-shows-positive-results-for-diabetic-retinopathy-at-1-year
Fullratio
Posted - 4 days ago
$CLSD total liabilities is up by 48% YoY and by 24% from the previous quarter: https://fullratio.com/stocks/nasdaq-clsd/clearside-biomedical
maphere
Posted - 5 days ago
$CLSD May 10, 2024 Michael A. Singer, MD, shares details about the an IRIS database look at Triamcinolone Acetonide. 3 minute video, very positive on Xipere. https://www.modernretina.com/view/rwc-2024-an-iris-database-look-at-triamcinolone-acetonide?utm_source=www.modernretina.com&utm_medium=relatedContent
maphere
Posted - 5 days ago
$CLSD Buy Rating Affirmed: Clearside Biomedical’s Promising Phase 2b Odyssey Trial and Strategic CMO Hire Signal Strong Outlook Analyst Serge Belanger of Needham maintained a Buy rating on Clearside Biomedical (CLSD – Research Report), retaining the price target of $4.00. In another report released today, JMP Securities also reiterated a Buy rating on the stock with a $5.00 price target. https://markets.businessinsider.com/news/stocks/buy-rating-affirmed-clearside-biomedical-s-promising-phase-2b-odyssey-trial-and-strategic-cmo-hire-signal-strong-outlook-1033364753
lance100
Posted - 1 week ago
$CLSD I’ve begun to peal of my position. Time for a better investment.
Qora
Posted - 1 week ago
$CLSD I wonder if map and clown know each other
Invest2live
Posted - 1 week ago
$CLSD excellent value
epsguid
Posted - 1 week ago
$CLSD reported a loss of $0.17, consensus was ($0.14) via @eWhispers #epsmiss http://eps.sh/d/clsd
clownmarket
Posted - 1 week ago
$CLSD We need to see the 10-Q to make sure, but based on this it seems that Xipere still hasn't crossed the 45m threshold (otherwise liabilities would go down a little) Re: the offering a few months ago, I wonder if part of the reason behind having a cash runway to 3Q 2025 is the uncertainty around the FDA draft guidance. We still don't have confirmed guidance so I think they're going for maximum flexibility once we get past the data readout stage. On the positive side, all the uncertainty gives our "last mover into pivotals" position a slight advantage
Leopolis
Posted - 1 week ago
$CLSD I don't see anything bad or unexpected in the report.
Long run, it's a buyout! Love stability here!
clownmarket
Posted - 1 week ago
$CLSD Hmmm I don't see anything unexpected in the PR
Stock_Titan
Posted - 1 week ago
$CLSD Clearside Biomedical Announces First Quarter 2024 Financial Results and Provides Corporate Update
https://www.stocktitan.net/news/CLSD/clearside-biomedical-announces-first-quarter-2024-financial-results-j5t79xytqe08.html
NickeNyfiken1934
Posted - 1 week ago
$CLSD I'm sure this is already clear to most folks on this board. Apologize if I am rehashing. - Current guidance for topline ODYSSEY Q3, 2024. - November 11, 2023 $CLSD updated the ODYSSEY clinicaltrials.gov study record Status to Active, not recruiting (https://clinicaltrials.gov/study/NCT05891548?tab=history&a=14). - 36 week follow up would happen early to mid July 2024 with topline following ~2-3 weeks thereafter. (Assuming all subjects enrolled by 11/1, or enough patients pending screening completion to ensure meeting enrollment target) - Topline data announced last week of July/first week of August. Does this make sense? Not sure it really matters for anything other than satisfying my curiosity, but always good to know :)
FHE_wizard
Posted - 1 week ago
$CLSD BULLISH - UNDERVALUED STOCK CLS-AX (Axial Therapeutics): Pioneering potential for neovascular age-related macular degeneration (wet AMD), currently in a pivotal Phase 2 trial. CLS-AX + Aflibercept: A very innovative combination in trials to enhance outcomes for wet AMD patients. XIPERE: Breakthrough therapy for uveitis, with applications expanding to tackle diabetic macular edema addressing a broad spectrum of eye diseases.
maphere
Posted - 1 week ago
$CLSD So tomorrow's medical meeting, as I understand it now, is just a "program update" for 314 in DR, not a new data update. So basically, tomorrow they'll say that RGNX is planning a PH3 with 314 in DR via SCS...sheesh this stuff gets confusing.
wishpotion
Posted - 1 week ago
$CLSD In the April 2024 Corporate presentation following concrete comparison was made in regards of treatment frequency needed p.a for patients: CLS-AX has potential for 2-3x/year maintenance dosing
compared to on-label maintenance dosing for approved drugs:
LUCENTIS®: 12x/year | EYLEA®: 6x/year | VABYSMO®: up to 6x/year
I did not saw this myself before so wanted to share it/ spotlight it a little.
maphere
Posted - 1 week ago
$CLSD ABBV-RGX-314 Suprachoroidal Delivery for Treatment of DR Based on positive interim results from the Phase II ALTITUDE trial to date, design and evaluation of two pivotal trials is on-going. These results also support discussion with the FDA at an EOP2 meeting anticipated in Q1 2025 that can enable rapid acceleration towards pivotal development. The Company expects to initiate the first pivotal trial in the first half of 2025. ABBV-RGX-314 Suprachoroidal Delivery for Treatment of Wet AMD REGENXBIO expects to share new program and data updates for the Phase II AAVIATE® trial in Q3 2024 https://www.stocktitan.net/news/RGNX/regenxbio-reports-first-quarter-2024-financial-results-and-recent-vso7xvos9q7v.html
wishpotion
Posted - 1 week ago
$CLSD Tomorrow corporate update and first quarter report will happen. I expect no suprises this time. Next earning report could get more exiting dependent on partner milestone payments which could have happened till then.
maphere
Posted - 1 week ago
$CLSD $RGNX So I've highlighted many times that RGNX will provide an update on RGX-314 for DR via the SCS this Fri. at the Retina World Congress. What's strange to me is the silence from RGNX that this event is happening, look at this PR that mentioned new data at Hawaiian Eye a week before the presentation + included further discussion of the results in a conference call. https://ir.regenxbio.com/news-releases/news-release-details/regenxbio-announces-presentation-hawaiian-eye-and-retina-2024 At most, RGNX did say that an update would come out 2H24, and if I hadn't found the program we would not know that it's this Fri. which is coincidentally 2 days after RGNX ER call and pipeline update. --------------> why hasn't RGNX announced in a PR this Fri. update presentation<------------------ As a reminder, CLSD CEO a couple weeks ago did mention the update coming in May and PH3 trial plans so he's given us more than RGNX. I just think something bigger from RGNX will be announced this week and I'm hoping it's positive for CLSD.
jbal
Posted - 1 week ago
$CLSD The issue that the TKI implants face right now is that both EYPT and OCUL have released data on DR, and both of them significantly underperformed Aflibercept in DR. Not as a study comparator, but REGN studied Eylea in DR 6 years ago (PANORAMA study), with the same inclusion criteria, and did much better than either EYP-1901 or OTX-TKI. So this raises the obvious question: We know that VEGF has been identified as a primary initiator of proliferative DR, and that q8w IVT anti VEGF (Eylea) is very effective in DR while EYP-1901 and OTX-TKI are much less effective. So if these implants are inferior to Eylea in DR, can an inference can be made for wAMD?
maphere
Posted - 1 week ago
$EYPT $RGNX $ABBV $CLSD Abbvie / Regenxbio releasing 1 yr data on their PH2 this week with gene therapy for DR delivered thru the suprachoroidal space, expected results to be positive.
valueforme
Posted - 1 week ago
$CLSD One day we'll wake up with a market cap higher than EYPT and OCUL. Just a matter of time
jbal
Posted - 1 week ago
$CLSD Just released - EYP-1901 topline didn't meet it's primary endpoint in DR. P2 study showed implant was better than placebo, but not by much. Certainly not enough to be a commercial success IMO. At the same time, XIPERE sales are underperforming in part because its duration of effect is longer than BLCO's commercial model. Anecdotal for sure, but signs point to SCS dosing holding up to IVT implants.