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Replies to #2689 on Biotech Values
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mskatiescarletohara

07/01/04 7:45 AM

#2696 RE: DewDiligence #2689

It doesn’t help that two of the other AMD candidates which are attempting (or have attempted) systemic delivery

The last I heard from REGN, they were still determining MTD, still very early. If you have heard else, please advise. It's my impression AVE is in charge of the oncologic studies, and REGN's clinical department is handling the ocular studies. Didn't the Wilmer Eye Institute assess/perform preclinical work on VEGF-Trap?

OXGN, you know the story with the one.

With recent insider purchasing, I presume Dr. Levitt, and the BOD feels the drug will perform in the Phase II studies. I think pharma is waiting on those results before paying the kind of monies management desires. I got the impression from previous conferences that pharma was likely low-balling, and management felt they could get a better deal with Phase II results in hand.

GENR has done a good job in raising cash and establishing an SBA for Squalamine. With respect to the cancer indication, it may perform better in other tumor types.

katie...