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

To: Thomas who wrote (470)	8/10/2006 10:51:12 AM
From: tuck	Read Replies (1) \| Respond to of 671

Off to a good start. They need to show some improvement in visual acuity, and they are showing that. Side effects look benign, too. So they can compete with Lucentis on efficacy & safety, and likely beat it on cost of manufacture and dosing. All they have to do is replicate these results in phase II and III. For a cautionary tale about that, check out GENR. They especially needed to show that safety/efficacy profile, because if they didn't -- and it wouldn't have been surprising or even that discouraging in PI if they didn't -- with Avastin and Lucentis out there being effective it would be hard to enroll the next trials. Cheers, Tuck