"I don’t see the InnoRx platform as a serious rival to ordinary (intravitreal) Lucentis."
If someone can match the efficacy of Lucentis with a treatment that lasts a year or more, Lucentis will lose market share rapidly. I don't think matching the efficacy of Lucentis on an I-Vation-type device will be a terribly difficult challenge. The driving force is there: I just can't see the market staying satisfied with repeat injections 6 times a year or so, unless there is no good alternative. So I will respectfully disagree with your outlook on this one. In my view, Lucentis has raised the bar -- but in doing so it has validated VEGF as an excellent target for AMD. A risk to sustained elution technologies for AMD is potential durability of siRNA technology, IMHO, but I think there are still many questions about siRNA at this time.
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