Biotech Values

[King Stuki]

Dew wrote: "For GENR investors, the most significant aspect of this deal is that Merck has presumably been lost as a potential partner for Squalamine. Fortunately, there are still several big pharma who have yet to be spoken for in this disease."

Also " ALNY’s drug will be given by intravitreal injection, the same method of administration as Macugen and Lucentis. It is expected that ALNY’s drug will need to be given “no more frequently" than Macugen and Lucentis, which would seem to imply a monthly dosing schedule."

I wonder why Merck would choose to enter the race so late in this way, given the problems associated with monthly intravitreal injections.
Squalamine is more advanced in their testing with good results and avoids the injection problems.

Was GENR driving too hard a bargain or is there some other factor working here? My guess is GENR and Merck talked.
Makes me wonder.

Thanks for all,

Stuki