Replies to post #132446 on Biotech Values

[genisi]

Differences in safety, efficacy, and dosing (in 'real life' setting i.e. when docs have some latitude on how often to schedule injections), do not strike me as significant enough to make docs prefer one drug over the other. Still, there's the (modest) price difference.

[jbog]

Lucentis showed a tiny, non-statisg advantage relative to Eyelea in visual acuity after 96 weeks (+7.9 letters vs +7.6 letters), while Eylea had an average of 0.5 fewer injections (4.2 vs 4.7) than Lucentis during the second year, when docs had some latitude on how often to schedule injections. There were no consequential safety differences.

All told, these results do not change my previously stated opinion that Eyelea fails to provide a meaningful improvement relative to Lucentis and hence is destined to be a modest-selling drug at best.

While Lucentis sales have upticked over the last quarter within a couple of years these drugs might be equal.