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Lpath Inc. Message Board

  • slumdawg2011 slumdawg2011 May 29, 2013 5:54 PM Flag

    Ophthotech deal

    $175M financing deal for ph3 of anti-VEGF plus anti-PDGF for wet AMD. Bigger than LPath market cap.

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    • Opthotech is the main competitor of Lpath. There are a lot of superstars at opthotech. The first anti-vegf (Macugen) for wet AMD was developed by a precursor company. Basically, Anti PDGF is novel and with anti vegf will be a disease modifier. ISONEP is striving to be a disease modifying. I am unclear if there is overlapping up or down stream effect of ISONEP relative to anti PDGF. In any case, the efficacy and potential roll for both is still being determined. Huge market. In my view, ISONEP is greatly undervalued.

      Sentiment: Hold

      • 2 Replies to mtn05
      • Also interesting to know whether Pfizer made a mistake by being cheap and returning the PED indication back to Lpath. Someone could buy Lpath, get an exclusive right to the PED treatment, and essentially have a backdoor way of doing a combo therapy and never give a cent to Pfizer. From my understanding PED is a common condition with Wet AMD.

        Sentiment: Strong Buy

      • Optho's drug must be pair with an anti-VEGF to work. The real story with Optho is what they pair their drug with Avastin, Eylea, or Lucentis. The real interesting thing is what the loser does (Roche or Regeneron) because they would need to combine their drug to compete with an Optho combination drug. This is actually a positive for Lpath because Opthotech has essentially set off an arms race between big pharma companies that wish to be relevant in the AMD space. I would also consider OHRP as a potential winner also.

        Sentiment: Strong Buy

    • are they in the lipid field if not forget about that loser stock

 
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