DNAprint Genomics (DNAG)

[Blue Juggernaut]

Hey Dorsey,

I don’t think its too strange for DNA. I’ve followed this story pretty close because I have an options position in Eyetech (post downfall). DNA has had so many good stories and such a great run with Avastin that people are going to take profits some days and today was likely such a day. Plus the news on Lucentis hit hard for DNA back in may (it was already priced in) and DNA is up 10 points since. Where as Eyetech’s Macugen has been on the market and people are selling off like crazy. All things being equal (vision improvement is still suspect) patients if given the choice would select getting stuck in the eye every 6 weeks over every 4….this would lead me to believe that Macugen will keep a good market share if Lucentis comes to market. JMHO.

I’m going to bed….too tired…good night,
Big Blue