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Replies to #54919 on Biotech Values
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mouton29

11/18/07 11:36 AM

#54920 RE: iwfal #54919

If I understand Dew correctly -- and I guess I should listen to the presentation and judge for myself since I own some stock -- he said that Lucentis brings in $2 billion for DRY AMD, when in fact the label is for wet.
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DewDiligence

11/18/07 12:37 PM

#54925 RE: iwfal #54919

>PP – Just feels like sloppiness vs carnival barker.<

I strongly disagree.

PP’s product for dry AMD is a zinc supplement, not a drug. It’s intentionally misleading for the CEO of the company to talk about it in the same sentence with Lucentis because it has nothing whatsoever to do with Lucentis. Rather, the competition consists of such OTC products as PreserVision from Bausch & Lomb.