I agree, Susvimo is Genentech's last attempt to squeeze out whatever they can out of Lucentis, but financially it reimburses poorly for both the surgery and the refill. More worrisome, I'm hearing reports of endophthalmitis from surgeons who were initially pretty high on it during clinical trials. PDS is great as a concept but I don't think it'll catch on due to the risks - there's a reason why glaucoma surgeons have been trying to move away from trabs and tubes. They should really be pushing Vabysmo hard.
For the biosimilars, it'll come down to cost, but the Lucentis biosimilar currently isn't that much of a cost reduction.