Replies to post #602 on Biotech Values

[DewDiligence]

Re: REGN’s VEGF-Trap:

>> [VEGF-trap] might show slightly better results than Lucentis and Macugen if delivered locally, will probably discover some-side effects during their phase I/II due to systemic administration and will have to switch to a local way of administration and be compared to the final results of Lucentis and Macugen, because they are quite late…<<

isolution: You have been right on target with every forecast you have made in this arena, so I no reason to doubt your assessment of the prospects for VEGF-Trap. All I can say is that, if you are correct, it would seem that Aventis grossly overpaid for the rights to this product. I wonder what they could be seeing in VEGF-Trap that we are not seeing…

[drbio45]

isolation

actually, I believe lucentis has shown in their 6 month data an improvement in over 40 percent of their subjects.

You are saying the vefg trap will show side effects because of systemic administration. Why don't you feel squalamine will?