Replies to post #29502 on Biotech Values

[EZ2]

off-label Avastin is becoming a much more utilized
treatment of choice.........and, it's MUCH more
economical than any other process in play right
now ie. Visudyne, Macugen, etc.

Unfortunately, there are NOT many insurance Co's
who cover it !

[DewDiligence]

>OSIP can try to position Macugen as the low-cost alternative, which IMO will only work with docs who worked with Eyetech on the clinical trials and/or won't try off-label Avastin.<

Who stands to benefit from the lower cost? Please see #29510.

>This is good news for OSIP and great news for REGN. Just picked up some more REGN on this news.<

REGN’s early data in AMD are very good, but REGN faces some of the patient-recruitment risk that has doomed GENR’s AMD program in its current form.

For REGN, having a Lucentis comparator arm will help to some degree, but it may be a tough sell to get patients to enroll in any clinical trial of an experimental AMD drug once Lucentis is around.

[masterlongevity]

I think DNA will not push monthly or quarterly, but individualized dosing.

given quarterly, there was a 16 letter difference between Lucentis and sham with nearly nil side effects

given every 6 weeks, there was an 8 letter difference between Macugen and sham with more side effects.

I just don't see a place for macugen.

VEGF trap is a potential