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Replies to #1227 on Biotech Values
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DewDiligence

02/20/04 1:17 AM

#1228 RE: randychub #1227

Re: Acuity’s siRNA drug for AMD:

Acuity’s data are quite impressive, but there is a major caveat here: AMD in the animal models used for preclinical testing is an artificial form of the disease induced by a laser. Thus, there is a distinct possibility that these animal models do not capture all of the essential features of “real” AMD, which is caused by pathology associated with aging.

Still, Acuity’s preclinical data appear strong enough that I think their drug could be a legitimate threat to the other AMD candidates which are given by intravitreal injection. Definitely one to keep on the radar screen.

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DewDiligence

02/20/04 3:35 AM

#1230 RE: randychub #1227

The BIO CEO conference will have a panel discussion on RNAi. (Fortunately, it doesn’t conflict with the “The Eyes have It” panel, which is the following day):

http://biz.yahoo.com/prnews/040219/lath111_1.html

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Sirna Therapeutics, Inc. (Nasdaq: RNAI - News) today announced that it will participate in a focus session titled, "What's All the Fuss About RNAi?" at the 6th Annual BIO CEO & Investor Conference on February 24, 2004 at 9:30 AM
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