Biotech Values

[EyeGuy]

RE: PP and Dry AMD

Dry AMD is definitely a huge opportunity. Lucentis *could* have been a $2B drug...rumor at AAO was that DNA may actually be looking to DIVEST because of Avastin problem (probably untrue).

Only 2 real contenders for dry in the clinic today (Othera and Sirion - both private), but as in wet, there will likely be a mad rush to 'repurpose' drugs once one of these shows Ph2 efficacy.