Biotech Values

[WorstLuck]

the patients who failed Eylea in SOL-1 seemed to be concentrated in those who had not really consolidated into a dried out state)

That's what you would expect from biology. Yes, the rescue free CSFT suggests that as well.

Re 1: Topline on Sol-R will be available months before any PDUFA date and the masked safety through at least the point of submission (which would include the full first redose) would be part of an NDA package, possibly with later updates, but full 56 week topline safety data (2 redoses, not just 1) will be publicly available Q1 2027 (presumed March) per the last statement.

Re 2: The presentation was very sparse. The novelty of the trial makes interpretation difficult, they limited the time to ~ 1 hour (ran over a bit) and did not go into depth on anything. OTOH there will be a lot more information in a week, so I don't know that it is really that much of a problem unless you are trying to make a trading decision based on that limited dataset in minutes/hours instead of waiting a matter of days (shrugs).