Replies to post #33079 on Biotech Values

[DewDiligence]

>what are your thoughts regarding eye drops for retinal disease?<

The issues you raised would seem to make safe and effective eye drops a formidable technical challenge. Several companies have talked about them, but they haven’t followed up. Case in point: OXGN, which told investors almost three years ago that a drop formulation of CA4P was imminent.

For Athenagen, being private may allow them to play their cards close to the vest and ambush the competition if the drops actually work. The companies with the most to worry about from this are probably REGN and RNAI.

[Praveen]

AMD/Aslan,

I am bearish about topical eye drops for AMD and will be until I see some solid efficacy data without SE. My reasons are:

I feel the topical eye drops don't efficiently deliver drugs to the choroid or retina because of factors like

long diffusional path length
counter directional intraocular convection
tearing
corneal impermeability to large molecules

Coz of the corneal barrier and negligible levels in posterior segment,I want to see some solid data b4 I believe in them.

I own some REGN and it has shown early promising data. Any comments on the Regeneron's drug?

Regards,
Praveen