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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (9326)	10/23/2003 3:45:18 PM
From: Ian@SI	Read Replies (1) \| Respond to of 52153

Peter, I'm listening to the QLTI call now. Paul Hastings believes that Combination therapy with the VEGF drugs, if and when they're approved, is most likely. Visudyne is effective against existing abnormal blood vessels. The VEGF stuff is targeted at preventing/reducing their growth. So best case, if Macugen gets approved, QLTI could end up with another marketing partner, and not have to pay them any royalty for their effort. ;-) Ian

To: Biomaven who wrote (9326)	10/23/2003 5:27:35 PM
From: Ian@SI	Read Replies (1) \| Respond to of 52153

Peter, A further thought re: " OTOH, they are selling a lot of drug right now, and for all I know you could combine the VEGF drugs with Visudyne and get some synergy." Disease will usually be diagnosed only after the abnormal vessels grow behind the retina, leak, and scar the macula. At this point, Visudyne is the only treatment that gets rid of the existing abnormal blood vessels thus stopping the scarring of the macula. A VEGF could then prevent more abnormal growth. I suspect that they're unlikely to show much efficacy without Visudyne or something which stops the leakage and scarring. I'm unaware of anything else that achieves that objective. FWIW, Ian