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Biotech / Medical : Biotech Valuation

CRSP 55.93

-0.6%

Dec 16 3:59 PM EST

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To: Biomaven who wrote (9985)	1/13/2004 1:50:54 PM
From: rkrw	Read Replies (1) of 52153

<<If anyone listens to any of the presentations, it would be great if you were to post your impressions. Doesn't have to be detailed - "nothing particularly new" or "must listen" would both be useful comments.>> I'll chip in with a contribution. REGN. * Deemphasizing axokine as presently formulated. Not sure the modest benefit will translate into enough commercial potential to justify a big spend. * Looking into less immunogenicic formulations. Why they didn't admit to the above two before, I don't know. * IL-1 trap. Claim they can push the dose higher and boost efficacy. I wonder if they worry about NVS taking a walk? * Driver VEGF trap. Up to 0.8 mg now in phase I dose escalation. Seeing responses. 2004 VEGF goals: Initiate 3-5 phase I combo studies with standard chemo. Initiate 2 single agent phase II studies Partner in Japan AMD systemic start trial early this year *AMD local start later in year

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