Biotech Values

[ghmm]

I think I am in agreement with jq on EU being more the key and SRPT being way behind there. But I imagine they think they will likely be able to keep some market share even if both products are available in the same market. Not having a science background or being as familiar with drisapersen I am speculating that some patients may end up responding better to one product then the other even if one is considered considerably safer. One (of many) concerns being long SRPT is as we get more patients the AE profile could change. Already its not without its AE's just nothing onerous that I am aware of. My thinking was more like a 80-20 split if both are on the market but perhaps BMRN is thinking more like 60-40.

I would love to see BMRN consolidate Exon skipping products with SRPT in some way. I would imagine collaborating would help patients & next generation products. I just am skeptical of current SRPT management being amenable to anything like that. We (SRPT shareholders) would need someone like Michael Astrue who reached out to arch Enemy GENZ .