Replies to post #175205 on Biotech Values

[drbio45]

found this article regarding pdgf role in amd


http://bmctoday.net/retinatoday/pdfs/0313RT_SF_Dugel.pdf

[DewDiligence]

OPHT/REGN—An interesting slide [from OPHT’s R&D Day] concerned an 11,000-patient study showing that after two years of vegf injections the patient's vision is actually below the baseline of where they were at the start of treatments.

The studies in OPHT’s slide set were observational, not randomized controlled trials; thus there may have been bias in selecting the databases to include in those studies. Moreover, some patients in the observational studies received little or no treatment beyond two years, so it’s not surprising that mean visual acuity declined to worse than baseline at some point after stopping treatment. No one has asserted that Lucentis/Avastin/Eylea enable a patient to retain the best visual acuity achieved during treatment after treatment is stopped.

I knew that many patients stopped responding to treatment after two years, but did not know that it was most of them.

There’s nothing medically special about the two-year time point—it’s simply the duration of VEGF treatment commonly used in practice.

I wonder that if that is why REGN was down yesterday, and not really the pcsk9.

The impetus for REGN’s decline yesterday was clearly SNY’s disclosure re PCSK9; this topic was all over Twitter for several hours.