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

To: Jibacoa who wrote (778)	5/24/2005 3:45:21 PM
From: Ian@SI	Respond to of 3661

Bernard, Listening to Genentech this morning, she implied that a substantial number of treated pts had improved vision which she defined as at least 15 letters better (3 lines). Macugen came nowhere close. It's toast within 2 years, perhaps faster if Lucentis gets approved more quickly than the current plan. Both are VEGF inhibitors. Visudyne, on the other hand, obliterates existing abnormal blood vessels. As such, it's quite possible that a combo therapy would lead to even better results than Lucentis alone. With the Atrix acquisition, QLT now has a diverse set of products as well as a robust pipeline. If I were to play a dead cat bounce, I think I'd favour QLT. EYET will disappear unless they're able to use their cash to get another product quickly. IMO, Ian