InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,537.02
(
0.51%
)
US TECH 100
19,634.80
(
0.80%
)
Dow Jones
39,308.00
(
-0.06%
)
Brent Oil
86.70
(
-0.25%
)
Bitcoin
59,014.84
(
-1.91%
)
Post# of 252478
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

DewDiligence

Send PM Follow Ignore
Followers 832
Posts 119978
Boards Moderated 17
Alias Born 09/05/2002

DewDiligence

Member Level

Re: mcbio post# 208509

Sunday, 01/29/2017 2:29:13 PM

Sunday, January 29, 2017 2:29:13 PM

Post# of 252478
MOLN.SW/AGN—I wouldn’t be concerned about potential competition from gene-therapy companies for the reason mentioned in #msg-113278211—i.e. that AMD is a multifaceted disease poorly suited to treatment by GT.

The competition for Abicipar I would be concerned about is NVS’ RTH258, an anti-VEGF mAb that can be dosed every 2-3 months and is due to complete two phase-3 trials vs Eylea in mid 2017 (about two years ahead of Abicipar):

https://www.clinicaltrials.gov/ct2/show/NCT02307682
https://www.clinicaltrials.gov/ct2/show/NCT02434328

Moreover, Abicipar has had some safety issues that have been discussed on this board.

--
RTH258 slides from NVS’ most recent CC:
https://www.novartis.com/sites/www.novartis.com/files/q4-2016-ir-presentation-development.pdf (#50, 52, 53).

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

Public Reply Private Reply New Post
Keep Last Read
Replies (1) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (1) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up