Biotech Values

[drbio45]

opht analyst day

Very interesting. The docs were all promoting the fact that it is great to have a choice of the vegf inhibitior to use with Ophthotech's drug.

They were saying they could use avastin with it, because all the VEGF's were basically the same.

An interesting slide concerned an 11 thousand patient study showing that after two years of vegf injections the patient's vision is actually below the baseline of where they were at the start of treatments.

After listening to many doc and company discussions on the subject this was never brought out.

I knew that many patients stopped responding to treatment after two years, but did not know that it was most of them.

I wonder that if that is why REGN was down yesterday, and not really the pcsk9.

On a different day regn could have gone up on the news relating to the loss of memory because they didn't see it in any of their trials, so it was probably a competitor. It doesn't have to be a class effect