Biotech Values

[isolution]

Shark vs Bark,

It is not easy to compare these molecules for the published clinical data today doesn't explain the way they act, but let's try to see what they have in common
-Both are small molecules, based on natural extracts, now synthetized.
-Both are potent way below any significant side effect (if any)
-Both act at the cellular level, Squalamine affects cell volume, growth and mobility and alters cellular response to growth stimuli, Combretastatin destros newly formed capillary endothelial cells by attacking cell skeleton.
-Both are administered IV
-Same administration frequency in phase II, weekly x 4
-Both are in phase II, Sualamine just finished, Combretastatin expected sometime at the end of this year.
What is very interesting is, to my opinion, that these molecule not only block neovascularization, but also show some positive change on the established disease.
I am quite sure, in the long term that Macugen and Lucentis will not be able to show major improvement.
The only problem is that these are quite close to the market and Shark and Bark are 2-3 years away. This mean they will have to be compared to the commercialized one, ounce they enter the market, and fight commercially after.