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Re: DewDiligence post# 49472

Wednesday, 07/11/2007 4:42:17 PM

Wednesday, July 11, 2007 4:42:17 PM

Post# of 257265
these results are great, especiall avastin and rituxan numbers,
but i do hope an analyst asks market share numbers for Lucentis vs. avastin in AMD.

i think some of the revenue is lost to less frequesnt dosing but would like to know how much Avastin is still being used for AMD. It looks like they are not making a lot of headway into this problem.

one things for sure. the barrier to entry form an efficacy and cost basis is almost insurmountable for new AMD therapies.

PS i think DNA is becoming a value.

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