Feb. 18 at 5:12 PM
$OCUL In order to address the confusion I am seeing from my previous post:
1)
$OCUL now is the only drug that can claim superiority to Eylea in their marketing. Dugel knows this is insanely valuable.
2)
$EYPT cannot and will not be able to claim superiority no matter what happens with their study results because they did not run a superiority trial
3) Patients will not understand that AXPAXLI is superior to Eylea and not Eylea HD, they just don’t understand the nuances
$REGN
4) Patients will demand the “superior” drug and don’t understand the details of these complex studies, they just want the “better” one they saw on TV
5) No company will ever run the same trial to get superiority again because the comparator did so well, it is an extreme risk that they might fail
6) Just because the comparator did well does not change that AXPAXLI did exactly as planned. Restasis faced a similar problem with their comparator (Refresh vehicle) doing well and Restasis is an insanely successful drug.
