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Replies to #54925 on Biotech Values
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iwfal

11/18/07 1:03 PM

#54928 RE: DewDiligence #54925

PP’s product for dry AMD is a zinc supplement, not a drug.

I would not necessarily assume it is going to be OTC - in fact the company talks of 'prescribers'. I have not assessed how realistic that is - but it is not completely unheard of (e.g. lithium is in some multivitamins and yet is also prescribed).







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EyeGuy

11/21/07 9:36 AM

#55111 RE: DewDiligence #54925

RE: PP and Dry AMD

Dry AMD is definitely a huge opportunity. Lucentis *could* have been a $2B drug...rumor at AAO was that DNA may actually be looking to DIVEST because of Avastin problem (probably untrue).

Only 2 real contenders for dry in the clinic today (Othera and Sirion - both private), but as in wet, there will likely be a mad rush to 'repurpose' drugs once one of these shows Ph2 efficacy.