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To: Miljenko Zuanic who wrote (1528)4/23/2012 7:39:45 PM
From: Felix BRead Replies (1) | Respond to of 1654
 
How will this affect Eylea? Seems recent ER reports state that there Lucentis/Avastin users are switching over. I am curious how earnings will look this week.



To: Miljenko Zuanic who wrote (1528)4/30/2012 8:45:28 PM
From: Miljenko ZuanicRead Replies (1) | Respond to of 1654
 
Results are out,
uphs.upenn.edu

Will need to read publication, to speculate impact on Eylea sale.
Initial street respond is: do not care much!



To: Miljenko Zuanic who wrote (1528)5/6/2012 3:28:05 PM
From: Miljenko ZuanicRead Replies (1) | Respond to of 1654
 
Very entertaining presentation of CATT and IVAN.
Today requirement for AMD drug are much different than few years back, it is not who will GAIN 1-3 line, it is who will NOT LOSE 1-3 line. So, nor CATT nor IVAN give definitive answers, but IF one apply statistical metrics on this parameters...I think that they will demonstrate inferiority of the Avastin versus Lucentis (for longer treatment period) , as well as
inferiority of the PRN versus continuous.

But, who care will this “older” subject get blind or not, they are anyway only “numbers” that contribute rising healthcare cost!


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