Biotech Values

[masterlongevity]

wow. no progress.

my guess is that macugen/ visudyne/ steroids together make up about 10% of new RX, so avastin is still getting 35%. from that calculation. I would guess that number is more like 40% for existing rxs for avastin.

That's about $350M that avastin is taking away from Lucentis but DNA only makes only about $17.5M on that.

350M/20 (lucentis is approx. 20x as expensive)


i know the NIH trial hasn't started. If you assume it starts in Q4, takes 1 yr to enroll, we should see some results in Q3/Q4 09.


but i am surprised the avastin numbers are staying this high.