Biotech Values

[biotech jim]

Re: APLS

I try to keep up on all the complement companies but APLS has been difficult. Their web site only recently put up a company presentation, and that was a focused presentation on only part of their efforts. And that was after I called the contract IR person.

There are a lot of complement companies that want to eat up the Soliris PNH and aHUS sales, so there is a lot of DD to perform. Seems like there is as much effort in complement inflammatory disorders as there is for NASH and related liver diseases. I notice that NVS has had a significant effort on a couple of different points in the complement cascade. Have you followed closely the NVS complement efforts?

As you know, there is a lot of potential for eye diseases like dry AMD. But that is a tough nut to crack.