Biotech Values

[Praveen]

Re REGN/VEGF trap

Thanks for your views Aslan. I have a similar opinion to yours on why VEGF trap might work better than Lucentis. So I can't try to convince you more

But the adv of VEGF Trap over Lucentis might be the higher dose might work better? slower clearing rate and duration, less frequent regime than Lucentis probably quaterly? If VEGF trap doesn't show more efficacy or better dosing without the SE than Lucentis and with the cheaper avastin at the back, VEGF Trap won't get much in the market.

I am very skeptical of the systemic VEGF Trap due to the systemic adverse reactions. Need further data from VEGF Trap to be more convinced.

Best,
Praveen