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Replies to #4708 on Biotech Values
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isolution

11/10/04 6:01 AM

#4717 RE: DewDiligence #4708

the iHub poster who probably knows more about AMD than anybody here (but unfortunately has gone MIA) is isolution

Dew, thank for your appreciation, I appreciate and I return the compliment for your bright and accurate analysis of companies working on AMD (and other markets...glaucoma for instance).
Exceptionnally this time you've been wrong, I am still there.

I am xtremely busy at the moment and that is the reason for my silence.

I can confirm that almost all Co's in Phase I/II or II are desperatly seeking a non-systemic way to administer AMD drugs, except, to my knowledge, Genaera. Your analysis about 10mg dose is right, either there is side-effects (the probability of long term side-effect could be high), or if 10mg is sufficient, why not use that dose.

I'll try to do my best to be more active on that board in the future.

Regards

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krenjp

11/10/04 9:51 PM

#4740 RE: DewDiligence #4708


Dew. Thanks for the reply. It could be expected that an anti-angiogenesis injected systemically could affect blood vessels randomly. I understand that the 10mg was also tested to provide easier delivery; although maybe not local delivery. The fact that the FDA granted fast-track to squalamine goes counter to the idea that side-effects worries them much, however. I recall that a number of specialists had argued fast-track would not be possible for an anti-angiogenesis in AMD. I only have a small position so I am not utterly worried myself, but do hope this works.