Hi Hoy,
Everybody & his dog are trying to fix wet AMD, so that won't generate much new investor interest , IMO.
Wet is a popular target because the eye is a fairly protected organ from mistakes escaping back into the rest of the body. Its presently treated with 1-2 monthly injections to stop bleeding in the subretinal space.
I'm not clear what Benitec are saying about Dry AMD, the much more common disease - fore-runner of wet AMD. Dry is a huge market in the aged population, but neither are life threatening. If they are the only ones chasing Dry, I think they'd need to spell it out louder & clearer. They do list 2 targets.
What are the goals? Just halt it from getting worse or restore back to normal? Wet AMD causes quite a bit of physical damage to the base layer of the macular by buckling it out of shape.
Its all a large market, but they'd need a more catchy song to woo US investors.
I'm pretty sure they could do the clinical trials anywhere in the US, UK, Europe, 'ere or Asia. All blindness charities & governments are aware of the risk to over 50's.
I think we inherited BLT's technology from Tacere. Maybe they did some safety in vitro & in vivo with mice & rats in UK. But I think its a human only disorder caused by hard to identify mutations. Benitec seem to be saying: This peculiarity seems to manifest in most AMD disorders, so lets knock it out in every patient, or that's how I read it, but I'm no scientist.
Bit of a bummer of a day, Cheers, Japes.
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