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Biotech / Medical : Biotech Valuation
CRSP 53.85-4.5%Jan 9 9:30 AM EST
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To: Ian@SI who wrote (20798)8/10/2006 1:42:13 PM
From: tom pope  Read Replies (1) of 52153
 
A comment from tuck, on that point (from the RNAi thread). I used to own GENR.

Off to a good start. They need to show some improvement in visual acuity, and they are showing that. Side effects look benign, too. So they can compete with Lucentis on efficacy & safety, and likely beat it on cost of manufacture and dosing.

All they have to do is replicate these results in phase II and III. For a cautionary tale about that, check out GENR. They especially needed to show that safety/efficacy profile, because if they didn't -- and it wouldn't have been surprising or even that discouraging in PI if they didn't -- with Avastin and Lucentis out there being effective it would be hard to enroll the next trials.
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