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Re: DewDiligence post# 33991

Wednesday, 09/13/2006 3:57:48 PM

Wednesday, September 13, 2006 3:57:48 PM

Post# of 257302
Dew, I personally can't see anything touching Lucentis for the foreseeable future and even their sister drug Avastin which has an extensive side effect profile will not be allowed to cannabalize the Lucentis action in the Wet Macular Degeneration market unless as an adjuvant combo therapy.
Then again I could be dead wrong and something else comes
to light that can supercede Lucentis and its injection into the eyeball infusion method. Over time I believe that Lucentis will become the defacto standard of care in the WMD field and that OSIP's horrificly expensive takeover of Eyetech for Macugen will be seen like a Sam Bowie draft pick by the Portland Trailblazers...it looked good at the time thing to do.
http://www.eyetech.com/

So, I choose door number 3 Dew and think that Lucentis will be another blockbuster in a long line of them for DNA.
Just IMHO as always and thanks for the discussion on this subject and many others as well....



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