Stockwatch: Regeneron Failure Could Hurt Rivals More

A Friday morning clinical trial result at Regeneron had implications across a large number of companies marketing and developing ant-VEGF and anti-PDGF drugs including Ophthotech, Allergan, Roche and Novartis.

Human eye
• Source: Shutterstock

For some time there has been an underlying debate on whether the efficacy of vascular endothelial growth factor (VEGF) inhibition in the treatment of wet age-related macular degeneration (AMD) can be enhanced by the simultaneous inhibition of platelet-derived growth factor (PDGF). At the end of last week that debate exploded into a frenzy of attack, parry and defense as supporters of companies on both sides of the divide positioned themselves after Regeneron Pharmaceuticals Inc. reported the results of its CAPELLA Phase II clinical trial.

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