Biotech Values

[DewDiligence]

Re: Oxford BioMedica:

Isolution: thanks for your link. Two comments:

1. It looks like Dr. Campochiaro will have a conflict of interest insomuch as he is also an investigator in OXGN’s AMD trial now in progress at Hopkins:

[From the Oxford PR]:
>>
The product is comprised of Oxford BioMedica’s LentiVector gene delivery system expressing an angiostatic gene under the control of its proprietary gene switch that promotes gene expression specifically in ischaemic (low oxygen) ocular tissue. The preclinical studies will be carried out at the Wilmer Eye Institute, Johns Hopkins University in Baltimore, Maryland, under the direction of one of the world’s leading clinical ophthalmologists, Prof Peter Campochiaro.
<<

Perhaps it’s not a huge conflict of interest because the Oxford work is only preclinical, but I still find it a bit odd.

2. The more PR’s I see about early competition in this space, the more convinced I become that GENR should move the AMD program forward with expedition, even if that means running relatively complex multi-arm pivotal trials which are only partially funded by GENR’s partner.

In other words, with the up-front money GENR acquires from inking a partnership deal, I would be happy to see GENR spend some of it on cost-sharing of the AMD trials if that’s what it takes to get a deal signed and the phase-3 program started.