Biotech Values

[DewDiligence]

Re; AMD competitive landscape

>…the barrier to entry form an efficacy and cost basis is almost insurmountable for new AMD therapies.<

I agree, with the possible exception of a therapy that employs a slow-eluting drug-delivery implant. (That’s the premise behind MRK’s recent collaboration with SRDX.)

>i think some of the revenue is lost to less frequent 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.<

I visited my own ophthalmologist this week. He emphasized that of the ophthalmology societies of consequence have now blessed Avastin as a SoC choice for AMD and hence even worrywart practitioners no longer need to fear a malpractice suit for using Avastin off-label.