Biotech Values

[ghmm]

RNA / SRPT:

I've been traveling so I may have missed some post and things... I thought you were negative on SRPT and more favorable to RNA. These two quotes seem to imply otherwise.

But it is likely that the SRPT drug will have significantly lower SAE.

But without patent protection against a drug with (probably) much lesser AE... . Not likely a big revenue generator.

Does BMRN making a deal with RNA change your opinion or have I missed something in the past few weeks?