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


To: Ian@SI who wrote (9499)11/17/2003 7:24:19 PM
From: Miljenko Zuanic  Read Replies (1) | Respond to of 52153
 
<<Nor can I understand why a retinal specialist would choose to offer the higher risk approach when there's no improvement in efficacy.>>

We do not know that! High % for placebo (55%) screwed up Aptamer results. Combination of the A + V did generate additional efficacy, relative to each treatment alone. But as you said side effects rate increase does not generate any confidence here.

Also, fact that Novartis did license DNA Avastin suggest that there is need for new drugs, and combination is one option.

Miljenko