SurModics Inc (SRDX): If the ophthalmic community deems that L...

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Re: aslan2772 post# 386

Wednesday, 09/13/2006 3:34:49 AM

Wednesday, September 13, 2006 3:34:49 AM

If the ophthalmic community deems that Lucentis/Avastin monotherapy is not the answer, then I think the implant paradigm has considerable potential. What I do not think we are likely to see is a standard of care that involves two different injected drugs taken in sequence.

A corollary is that the makers of VEGF-Trap, Sirna-027, and the other AMD drug candidates have to aim high, hoping to supplant Lucentis/Avastin as a monotherapy in a substantial fraction of patients. If these companies find that this goal is unrealistic, then they should pack it in.

This already happened with the ALNY/MRK AMD program and probably with several other early-stage AMD programs that were below investors’ radar screens.

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