Biotech Values

[besharp2c]

Does REGN have to file an IND prior to the U.S. Phase I study of their VEGF-Trap for the wet AMD indication? (Or have they done so already, that I haven't seen, or does the fact that the molecule has already been in other trials preclude the necessity for an IND for this application?)

Two ways to view this VEGF-Trap vis-a-vis GENR: 1) serious competition, yes, but 2) also further validation of the systemic approach.