SurModics Inc (SRDX): >InnoRx – the reason why no par...

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DewDiligence

Re: cmini123 post# 57

Thursday, 07/20/2006 7:04:01 PM

Thursday, July 20, 2006 7:04:01 PM

>InnoRx – the reason why no partnership has been announced is because they cant find anyone to accept. Genentech signing on is a dream and even when they sign someone up the earliest they can have a DME product much less AMD is 2011-12.
• SRDX will milk this product for headlines, but nothing is ever going to come of it. Poserdex will have a good product in the DME market next year, SRDX is looking 4-5 years out. By then the market will be crowded and SRDX will be late to the party.<

I agree with most of what you say; however, that I’m not sure Posurdex will be as good as you seem to think.

To date, the InnoRx platform is mostly just talk—I’m not yet convinced anyone of consequence will license it.

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