The Swiss major’s new bispecific antibody could challenge Eylea’s standard of care status in another ophthalmic indication, macular edema due to retinal vein occlusion, but the older rival is set to hit back in bigger markets with a high-dose reformulation.

The US firm’s high-dose reformulation of Eylea reduced dosing burden for patients with DME and wet AMD in two pivotal studies and could match Roche’s rival drug.

SVB health care advisor Jonathan Norris anticipates more consolidation in devices ahead with many mid-cap public companies looking to acquire innovative technologies to grow, and pushing the “big guys to have to figure out how to move faster.”

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