Biotech Values

[DewDiligence]

Calling isolution:

isolution et al: What is your view of the latest OXGN patent (#msg-2061253)?

Enhanced stability would seem to be unnecessary for an in-clinic IV administration of CA4P because IV drugs are often shipped freeze-dried and reconstituted just before use. Hence it seems reasonable to infer that the enhanced stability is needed to support an extended shelf life for a drop formulation that patients can use at home.

On the other hand, I note the use of the word “conversion” in the bottommost paragraph in #758 and wonder if that portends something bad in the existing formulation.

Assuming the new formulation is for drops, I still think the most likely scenario is that CA4P patients will receive an IV for their loading dose(s) and drops for maintenance, with another IV after a period of months if necessary. I think it’s unlikely the drop formulation would be allowed to be potent enough to use for a loading dose (patients might do dumb things at home and cause themselves serious damage). Further, ophthalmologists can be expected to like the idea of giving some treatments in the clinic, where they have an opportunity to buy drug at a discount and mark it up.

Comments?