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Replies to #28857 on Biotech Values
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DewDiligence

05/17/06 9:42 PM

#28858 RE: krenjp #28857

> GENR – I thought your argument about Evizon was that systemic admin would cause side effects. I guess as you follow the story you can adapt your story and still sound like you got it right from the start.<

This may be too advanced a concept for you to grasp, but concern about Evizon’s systemic side effects and concern about Evizon’s tepid efficacy are two sides of the same coin. With a systemic anti-angiogenic treatment for AMD, you’re between a rock and a hard place. If the inhibition of angiogenesis is strong, you’re screwed on side effects; if the inhibition of angiogenesis is weak, you’re screwed on efficacy.

This is why no other company is pursuing a systemic treatment for AMD. Only GENR is.