Replies to post #187955 on Biotech Values

[biomaven0]

>> RTH258

Clearly a long-term threat to Eyelea here. Better efficacy (if only marginally) plus less frequent administration makes for a clearly superior drug.

I sold my REGN based on this news. Might be a year or more early, but who knows.

Peter

[DewDiligence]

(REGN)—Correction to #msg-111253341: NVS has not upsized its phase-3 trial of RTH258 vs Eylea from 1,000 to 1,700 patients; rather, NVS plans to start a second phase-3 trial with 700 patients, so the RTH258 phase-3 program will have approximately 1,700 patients. (H/t ‘Miljenko Zuanic’.)