Biotech Values

[DewDiligence]

>> A knock off unless results are significantly better. There's certainly room for improvement. (not saying I expect that with vegf trap) <<

There’s little reason to think VEGF-Trap will have superior efficacy to Lucentis because the MOA is essentially the same. Moreover, Lucentis has shown good efficacy so far, so there may not be a lot of for improvement.

>> As far as I know, ave/regn is testing both i.v. and intravitreal. Makes sense to hedge their bets. <<

The VEGF-Trap data reported at ASCO was based on a subcutaneous administration, but I’m not sure if they will try that method in AMD patients.

>> As far as MRK don't forget they have an existing relationship with Alnylam. Could be a prelude to an eventual tech munch. <<

Agree. I mentioned the MRK-ALNY deal in the previous post because I thought some of the GENR posters were engaging in knee-jerk disparaging of the deal. It’s actually a fairly impressive deal for a preclinical-stage compound family where no lead has even been selected. JMHO