OSI Pharmaceuticals (OSIP) - formerly Oncogene Message Board

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Biotech / Medical : OSI Pharmaceuticals (OSIP) - formerly Oncogene

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To: tuck who wrote (275)	10/10/2005 7:41:36 PM
From: tuck	Read Replies (2) of 447

Macugen is apparently being tested in a couple of conditions for which Lucentis is not: diabetic macular edema and central retinal vein occlusion. eyetech.com I can find no information on Lucentis being developed for anything other than AMD. There are two possible synergies for the deal, neither very major. One is the commonality of knowledge in EGF biology, though I'm not sure how much overlap there is between VEGF and EGFr. The other is the slight commercial synergy for Macugen in DME with the diabetes program. Would Macugen reps be detailing endocrinologists or or would the guys selling diabetes drugs be calling on opthamologists? Seems improbable; can they just target the GPs? Which kind of doctor writes these scrips? Regardless, these two indications perhaps give Macugen some life should Lucentis blow its doors off in AMD, and they don't get much play from analysts. Anyone know how big those markets are? Those are about the only positives I can see. Here's one idea of market size for DME: djo.harvard.edu >>Up to 10 % of all patients with diabetes will develop diabetic macular edema (DME) during their lifetime. The magnitude of this problem can be appreciated by considering that, since diabetes is a relatively common systemic disease, this means that approximately 500,000 Americans have macular edema. Up to 75,000 new cases of diabetic macular edema develop each year. Many cases have a significant effect on visual acuity: up to 4% of diabetic patients develop DME that affects the central fovea; up to 30 % of patients with clinically significant macular edema (which will be defined later on) will develop moderate visual loss (a doubling of the visual angle).<< Market size for CRVO: emedicine.com >>In the US: CRVO and branch retinal vein occlusion constitute the second most common retinal vascular disorder. The nonischemic type is more common than the ischemic type. Internationally: A large population-based study in Israel reported a 4-year incidence of retinal vein occlusion of 2.14 cases per 1000 of general population older than 40 years and 5.36 cases per 1000 of general population older than 64 years. In Australia, prevalence of vein occlusion ranges from 0.7% in patients aged 49-60 years to 4.6% in patients older than 80 years. << Actually, pretty big. Cheers, Tuck

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