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Re: DewDiligence post# 2101

Thursday, 05/06/2004 7:30:33 AM

Thursday, May 06, 2004 7:30:33 AM

Post# of 257295
Dew and Tennisman...Medicare/EYET

Has there been any speculation yet on the potential cost of Squalamine? I assume this is still being fine tuned given the Phase II studies are just now enrolling to achieve optimal dosing results.

Does GENR have their contract manufacturing squared away yet? This is very important at this stage in development. I haven't read the K with a magnifying glass, and haven't spoke to IR.

With respect to Medicare, they have interviewed Dr. Levitt, at this juncture we can only assume Squalamine is on it's "watch-list", and they very well could endorse this drug if it's cheap and obviously safer. The Oliver Stone in me says the FDA and Medicare conspire together if they want something.

If Squalamine performs well in the Phase II and pivotals, GENR will clearly need a strong sales force in place with the eye docs. By the way----Squalamine needs a trademark name!

See-Again!

katie...

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