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Re: DewDiligence post# 224672

Monday, 04/15/2019 8:10:13 PM

Monday, April 15, 2019 8:10:13 PM

Post# of 257470
ADVM:

Dose escalation is always planned but if the efficacy is good (especially in Gene Therapy) they don't go up. I don't know enough about the eye and antibodies (to vector) but if there is a risk of not being able to be retreated FDA has guided to the first dose being one that preclinical models suggest provides some efficacy which is a bit different then normal dose escalation studies.

p.s. I’m generally bearish on GT attempts in wet AMD, for the reason mentioned in #msg-113278211 (from 2015).


I've seen your take before and good to know! Do you feel the same about Dry AMD? There are a couple of programs in Dry I've seen would be good if something worked there!

Despite Spark getting approval, I find all Gene Therapy eye indications difficult to invest in! In addition to mediocre results, the level of competition is extremely high especially Wet AMD.

PS Should be noted to others who are not aware that AAVL (in your referenced post) is ADVM today which reverse merged Annapurna
with 4 AAV10 programs which were killed off when their lead program (A1AT) produced poor expression and so back to all bets on the eye smile

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