RBC analyst sees shift in treatment paradigm at AAO conference

By Lisa Kerner

Charlotte, N.C., Nov. 15 - RBC Capital Markets analyst Jason Kantor noted that "thee long-term treatment paradigm" is shifting towards preventing new vessel leakage with the least number of injections, following his attendance at the American Association of Opthalmology (AAO) Conference.

Lucentis' safety profile and proven efficacy put it ahead of litigation and safety risks associated with Avastin for many.

Off-label Avastin is still prevalent, as more than 100 people attended that session.

Positive developments for VEGF-Trap include an ongoing phase 2 trial at half enrollment, with three-month data expected in the first half of 2007.

The government-sponsored Lucentis versus Avastin trial could start in early 2007, with data available in late 2009, the analyst said..

Kantor's conversations at the conference suggest that the optimal scenario is one in which patients can quickly resolve the leaky vessel growth and only treating patients whenever there is evidence of new leakage.

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