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To: Miljenko Zuanic who wrote (1528)	4/23/2012 7:39:45 PM
From: Felix B	Read Replies (1) \| Respond to of 1595

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 Zuanic	Read Replies (1) \| Respond to of 1595

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 Zuanic	Read Replies (1) \| Respond to of 1595

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!