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Re: DewDiligence post# 54930

Sunday, 11/18/2007 1:22:54 PM

Sunday, November 18, 2007 1:22:54 PM

Post# of 257268
Whether or not it is sold OTC, it’s not a drug. The competition consists of the OTC supplements from such companies as BOL. It has nothing whatsoever to do with Lucentis.

You say 'patent medicine', I say 'drug'. What matters is:

a) Is it by prescription?

b) Is it paid for by insurance?

c) Is it patent protected?

d) Is it efficacious vs competitive treatment?

If it meets these criteria than it has pricing power. And Lucentis is a comparable entity from the only perspective that matters on a stock board.

PS Of course if it is sold as OTC then you are right; comparison to Lucentis is somewhat misleading.

Clark


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