Biotech Values

[DewDiligence]

>> In the past you certainly where on the side of the fence that wet amd does not get better on it's own. So now either you believe the results where a sham, mis-represented or you still believe the 40mg results will be replicated. <<

I feel strongly that the Mexican results were not a sham. The Mexican trial was run by a well-known retinal specialist, and the data have been presented at peer-reviewed conferences.

However, any open-label study has the potential for an upward bias from patient selection. It’s conceivable that the 40 patients who enrolled in GENR’s Mexican study were cherry picked from the presumably vast pool of eligible individuals in Mexico City.

I view the question of whether the results from Mexico will be replicated in the U.S. the way a backgammon player would: as a matter of probabilities. I think the probability of replication or near replication is still good, but lower than I once thought.