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

To: tuck who wrote (16921)5/24/2005 7:42:29 AM
From: rkrw  Read Replies (1) | Respond to of 52153
 
Another connection is GILD, they get royalties on Macugen.

EYET had to be one of the most predictable shorts I've seen. Not only was it going to be difficult to meet expectations, but that lucentis data was going to knock it out was a poorly kept secret. Pfizer premium was at work here, the connection alone was seen as proof macugen was going to do $1B plus and dust the competition with ease.

This is the drug industry at its best, intense competition and consistently raising the bar.



To: tuck who wrote (16921)5/24/2005 1:09:17 PM
From: DewDiligence_on_SI  Read Replies (1) | Respond to of 52153
 
I would expect [Lucentis] to impact all those RNAi companies going after AMD, as well.

There may still be an opening for one or more of those therapies they can dose less frequently or avoid Lucentis’s non-trivial safety problems.


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