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GLG News by Physicians who Implant Intraocular Lenses

August 2, 2007
AMO takeover of B&L
Analysis of: AMO outbids private equity firm for Bausch & Lomb (www.osnsupersite.com)
Bad news merger of AMO and B&L..
Analysis of: High-Density Silicone Oil Useful Retinal Tamponade (www.medscape.com)
This uncontrolled pilot study in 12 eyes reports that that high density silicone oil was successful in the treatment of a complex retinal disease problem, a macular hole with a central retinal detachment in myopic patients.  Although this work is exciting for this particular condition, its applications...
Gaurav Shah, MD, Associate Professor of Ophthalmology
Gaurav Shah, MD, Associate Professor of Ophthalmology
Washington University Medical Center
Analysis of: FDA Accepts Jerini Ophthalmic's IND of JSM 6427 for the Treatment of AMD (www.pipelinereview.com)
1.  A molecule that allows on to stop neovascular armd to form from dry armd 2.  A product with a potentially large  market share compared to the current agents available 3.  A compound that could have a sustained drug delivery module
Analysis of: Bausch & Lomb likely to reject AMO takeover bid (www.osnsupersite.com)
Bausch & Lomb (BOL) is in a bidding war with a private equity firm (Warburg Pincus) and Advanced Medical Optics (EYE).  AMO's Bid is $10 higher (15% Premium) and appeals to be superior but there is unclear resistance which may lead to its denial.  The implications could significantly impact...
Analysis of: Monovision promising for presbyopia correction in cataract patients, surgeon says (www.osnsupersite.com)
This small study involving 14 patients claims that monovision may help correct presbyopia in cataract patients.  This concept is nothing new as monovision through contact lens, refractive surgery (LASIK) or intraocular lenses (IOLs) has been around for years.  Monovision is only tolerated...
Analysis of: AMO outbids private equity firm for Bausch & Lomb (www.osnsupersite.com)
AMO's VISX has about 50% of the excimer laser business.  B&L has the number 2 spot with about 25% of the market share.  A take over by AMO could pose a monopoly in the laser market, that can hinder innovation. 
Analysis of: FDA Approves Bifocal LASIK Surgery (www.medpagetoday.com)
Custom lasers were unable to achieve monovision in the past since hey capture and treat the whole refractive error of the eye.  The ability to perform monovision in a custom platform will make easier for practices to offer more custom procedures to the 40+ patients, thus translating into higher...
Analysis of: Study: Better visual outcomes from bilateral cataract surgery in children (www.osnsupersite.com)
This retrospective study affirms the previous thoughts about amblyopia in children.  Children with bilateral cataracts should have both cataracts removed as soon as possible to minimize the effects of amblopia and maintain normal visual development. The implications for the marketplace for cataract...
July 25, 2007
Smart move
Analysis of: Alcon Announces Offer for WaveLight AG (invest.alconinc.com)
ALCON has real chance in expanding its laser refractive market share.  Getting rid of a less than optimal platform and replacing it with the Allegretto laser has excellent potential for ALCON.
Analysis of: Alcon Announces Offer for WaveLight AG (invest.alconinc.com)
Alcon has had recent problems with its LadarVision device.  Surgeons not previously exposed to the Alegretto machine have been pleasantly surprised.  The Alegretto is easy to use, fast and accurate.  While Alcon will initially compete with itself, marketing two devices, it will keep surgeons...

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