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


To: gcrispin who wrote (16948)5/27/2005 9:05:35 AM
From: tom pope  Respond to of 52153
 
One item of interest is that GENR has gotten a boost since the Lucentis announcement. What's bad for Macugen is good for GENR, perhaps, or squalamine is possibly a candidate for use in combination therapy?



To: gcrispin who wrote (16948)5/27/2005 2:04:10 PM
From: DewDiligence_on_SI  Respond to of 52153
 
The EYET CC certainly suggests that PDT isn't dead, and that combination therapy will be the predominant treatment.

In the AMD arena, companies tend to tout combination therapy when they think their own drug is a weak contender. You will probably hear a lot more talk about combination therapy from EYET and QLTI than you will from DNA.