News Focus
News Focus
Replies to #17875 on Biotech Values
icon url

DewDiligence

11/03/05 2:20 AM

#17881 RE: aslan2772 #17875

Re: CABG

>The proposed "fixes" to this problem in response to the Australian study did not sound very robust to me.<

OK—glad we agree on that! The upbeat tone of CABG’s PR had me wondering if I had missed something.

>Still, the device might fly if they can keep the [occlusion] rate down, since occlusion is ultimately a common outcome for traditional bypass anyways.<

Merely reducing—rather than eliminating—the CABG occlusion rate does not make for an especially sexy story line relative to the company’s original aspirations. It's not unlike what I perceive is the changed story at GENR, where the early goal of improving vision in AMD has yielded to the less sexy goal of merely stabilizing vision.