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mcbio

06/06/15 4:05 PM

#192181 RE: DewDiligence #192180

AAVL

In other words, if the stocks sells off despite fairly good data, it could become a good buy. Yes, I agree with that :- )

LOL Bingo. Never know for sure though what expectations exactly the market is pricing in.

The other thing that I think could bode well for AAVL is the OPHT hypothesis that injecting their PDGF drug before VEGF (or is it other way around?) may produce better data than doing both at same time. If this pans out, then there is less concern over competing PDGF/VEGF drugs that are being co-formulated. Gives AAVL drug more room to operate presumably.
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lgonber

06/08/15 4:44 AM

#192228 RE: DewDiligence #192180

AAVL. If there is good data, I don't se why the stock will sell off. The trial most probably will meet primary endpoint and show it is safe. Moreover although the trial is not designed to power that,should have an efficacy signal (reduction in frequency of anti- VEGF administration). If that is the case, I would expect the price to be much higher than what it is now.