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

To: Ian@SI who wrote (9327)	10/23/2003 8:46:38 PM
From: Miljenko Zuanic	Respond to of 52153

<<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. ;-)>> Visudyne is licensed to Novartis, and Novartis licensed from DNA fragment anti-VEGF Ab for EU market. Novartis is banking on combination (or substitution, whatever?). DNA will need to co-license from QLTI-NVS US rights. It is possible that this option is in DNA-NVS agreement. However, so far it is no way to speculate that combination will be better and more cost effective. Miljenko