Biotech Values

[ghmm]

Gene Therapy:

I started looking at a (transformed) gene therapy company that caught my attention because of a focus in some LSD's. I quickly realized that they are basically a virtual company that licensed their technology from some universities then I began to wonder what the possibility that once the initial hurdles around delivery, safety and whatever else are overcome and regulators feel comfortable to approve a few of these just how high a hurdle will it be for others to develop gene therapy products? I realize in some diseases it will be harder than others but might this turn out to be a bit of a commodity field (and hence much lower pricing)?