Replies to post #535 on Biotech Values

[isolution]

Just imagine

As far as I know, the VTA candidates at AZN and AVE are not being tested in eye disease, and hence they do not pose as large a competitive threat as OXGN’s C4AP

That Aventis (or Astra) wants to enter the AMD market, I give the management you 3 good reasons:

-Their recent deal with Regeneron, VEGF Trap is now in the AVE pipeline with potential interest in Ophthalmology
-They have a nice molecule,AVE8062, combretastatin analog claimed to exhibit better efficacy and less tocicity than CA4P
-They are still a competitor for OXGN in the cancer business and a nice and quick way to bring a cancer molecule on the market is to test it first in eye's disease.

Also, they have a lot of money, why pay Oxigene if they can do it internally?

I didn't find any potential competitors for Squalamine, several analogs have been tested by Genaera previously with more activity as antibiotics, but the one they have selected is the more efficient for the eye.