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Replies to #3751 on Biotech Values

mskatiescarletohara

09/27/04 6:40 PM

#3754 RE: rwwine #3751

Regarding Squalamine manufacturing...

Perhaps investors at the breakout session will raise this issue with Roy.

It's imperative for Squalamine to be manufactured on a consistent basis, in quality and quantity, GENR also needs secure manufacturing runs. GENR does not need to be dependent on a contract manufacturer who cannot provide the drug adequately when advancing into pivotals.

katie...

DewDiligence

09/27/04 8:20 PM

#3760 RE: rwwine #3751

>> Dew...I think you had it right the first time. It is my belief that GENR management may be delaying this third study with Visudyne until enrollment is completed in the very important monotherapy study. <<

In #3299 I said that GENR might have been reluctant to start the Visudyne combo trial until enrollment in the mono trial was “well underway.” That’s quite different from your current assertion that GENR would want to delay the combo trial until enrollment in the mono trial is completed.

I think the latter makes little sense for the reason mentioned #3734: the Visudyne combo trial is on the “critical path” for the entire AMD program.