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Replies to #28342 on Biotech Values
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aslan2772

05/07/06 10:06 PM

#28362 RE: DewDiligence #28342

re: Posurdex/Lucentis combo

"What is the debate?"

The timing. Should they wait until the fall, or should they assume a favorable outcome in the DME trial and submit an application to get the ball rolling for AMD asap? In hindsight, combo-AMD with Lucentis looks like a better indication to pursue initially.

On a related note, if I remember correctly, DME treatments have a shorter regulatory approval process than AMD treatments. Thus, if I-vation pans out and recieves approval for DME down the road, it could be used off-label for AMD combo therapy with Lucentis until an approved combo-treatment becomes available (if it does).