Biotech Values

[DewDiligence]

> DNA/Lucentis – on the call this AM, they basically said that the right answer is somewhere in between quarterly and monthly, depending on the specific patients disease.<

Which call are you referring to? The public webcast started just 10 minutes ago.

Something in between monthly and quarterly sounds reasonable, although most docs will probably stick with monthly because that’s what the initial label will undoubtedly be.

>Also, interesting that there were zero CV events<

I never bought into the propaganda that Lucentis was dangerous systemically; the amount of drug that escapes into systemic circulation is so small it’s barely measurable.