Biotech Values

[DewDiligence]

>OSIP can try to position Macugen as the low-cost alternative, which IMO will only work with docs who worked with Eyetech on the clinical trials and/or won't try off-label Avastin.<

Who stands to benefit from the lower cost? Please see #29510.

>This is good news for OSIP and great news for REGN. Just picked up some more REGN on this news.<

REGN’s early data in AMD are very good, but REGN faces some of the patient-recruitment risk that has doomed GENR’s AMD program in its current form.

For REGN, having a Lucentis comparator arm will help to some degree, but it may be a tough sell to get patients to enroll in any clinical trial of an experimental AMD drug once Lucentis is around.