Biotech Values

[DewDiligence]

AAVL—The other thing that I think could bode well…is the OPHT hypothesis that injecting their PDGF drug before VEGF…may produce better data than doing both at same time. If this pans out, then there is less concern over competing PDGF/VEGF drugs that are being co-formulated. Gives AAVL drug more room to operate presumably.

Agreed; however, the evidence to date on the benefit of sequential administration (anti-PDGF first) is based on one small IST for Fovista.