Biotech Values

[DewDiligence]

Re: Acuity Pharma

>If the safety is better, and the cost lower (should be), the drug could indeed have a potential role. I could see a treatment regimen in which a patient is started with Lucentis, then given Bevasiranib, or perhaps both at once. It will take more studies than Acuity would hope, though.<

Bevasiranib is not yet dead, but it’s on life support, IMO. There is no commercial market for an AMD drug whose efficacy is as marginal as these results—even in a “maintenance” regimen. They will have to show something better in the next trial or pack it in.