Well it's true, we will need a little bit of luck but the phase 2 trial was convincingly on the side of success. But here's the thing. All of the VEGF-A inhibitors run into the same limitations to efficacy after 6m of treatment, and that is up-regulation of the unblocked Isoform pathways. So if that's all they've got, then all they're selling is a more convenient way to give it. And your entitled to your opinion that "combination therapy isn't it" but if it's given in a single injection, it makes no difference to the clinician and the patient won't even be aware. But in a market worth $11b a year, having the best treatment available will be worth pursuing. These two year trials with almost a thousand patients in each trial will be absolutely definitive. We'll know for sure if the combination is better than a VEGF-A inhibitor or even Afibercept, and whether or not that effect lasts.
OPT Price at posting:
$1.59 Sentiment: Buy Disclosure: Held
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