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Replies to #2752 on Biotech Values
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rkrw

07/08/04 1:23 PM

#2758 RE: DewDiligence #2752

<<It seems that patients just don’t like getting poked in the eye every month, especially when some of the pokes result in serious inflammation.>>

Could this be a good reason why qlti may better compete against macugen than expected? And perhaps visudyne is the real competition for squalamine? Is the data for eyet that much more compelling than qlt?

An example of ease of delivery advantages is in PAH. Gold standard efficacy comes from very invasive drugs (flolan) yet highest market share is from a BID pill (tracleer).
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DewDiligence

10/06/04 5:58 PM

#3967 RE: DewDiligence #2752

Lucentis update from DNA CC:

The U.S. phase-3 trial in predominantly-classic AMD finally completed enrollment during Q3. Please see #msg-3507775 for the prior guidance.

Data from the other U.S. phase-3 Lucentis trial –the one in minimally-classic/occult AMD— will be released during 2Q05.

NVS is conducting its own clinical trials of Lucentis in Europe.