Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dave Mordis who wrote (72)	10/11/2005 4:51:52 PM
From: DewDiligence_on_SI	Respond to of 96

Dave: you make some good points, but they don’t alter the fact that today’s data were unimpressive in comparison to the Mexican results from two years ago. GENR has its work cut out to prove that Evizon is safe long-term and is more than just a glorified placebo. Regards, Dew

To: Dave Mordis who wrote (72)	10/12/2005 2:09:16 PM
From: DewDiligence_on_SI	Respond to of 96

Dave et al: I see the market for AMD treatments proceeding in three steps: 1. Find drugs that restore some of the vision loss caused by AMD. So far, Lucentis appears to be the only drug that can do this with regularity. 2. Augment the drugs in item 1) with drugs or slow-eluting devices that can preserve as much of the restored vision as possible. 3. Fine-tune the treatments in 1) and 2) by making them better, cheaper, and more convenient. -- Convenience does not appear on this list until step 3. GENR longs have made too big a deal about the inconvenience of regular intravitreal injections, IMHO.