Moreover, the branded market is growing, he believes, because there were additional indications for Lucentis for treating diabetic macularedema, the patient population expanded due to age and more patients switched from Avastin.
This morning Robyn Karnauskas, the biotechnology analyst at Deutsche Bank argues that strong sales performance by Lucentis in Europe (where the drug is sold by Novartis, which reported earnings this morning) bode well for Eylea in an eye disease call diabetic macularedema.