Replies to post #109396 on Biotech Values

[stockbettor]

In the very small 1-year study reported at the link below, Lucentis and Avastin had a similar therapuetic benefit, but Lucentis required fewer injections. I recall that when Lucentis was approved, Genentech touted the shorter half life of Lucentis as an advantage Lucentis held over Avastin. You would think, however, that a shorter half life would mean more, rather than fewer, injections. The link gives some possible explanations for this result. The NEI trial data should be interesting.

http://irvaronsjournal.blogspot.com/2010/10/avastinlucentis-update-42-one-year.html