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Replies to #51721 on Biotech Values
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rkrw

08/30/07 2:48 PM

#51722 RE: masterlongevity #51721

Thanks for the articles.

It's going to be interesting to see how it turns out. Genentech has already made a good return on lucentis, its recent run rate is >$800M. If it turns out the two drugs are similar in efficacy, I won't feel bad for dna. If lucentis is truly better then it will be a nice vindication for dna.

As far as powering, if genentech is saying you need a massive trial to detect differences that doesn't indicate they expect a large one. (would be nice to know how big a trial is planned so we can compare it to regn vegf trap vs lucentis for example).