Biotech Values

[ghmm]

BMRN:

R&D Day Webcast: http://edge.media-server.com/m/p/794und98

R&D Day Slide Deck: http://investors.bmrn.com/common/download/download.cfm?companyid=ABEA-3W276N&fileid=886844&filekey=B10FD964-0DAB-431C-8729-BFBDB99462D6&filename=BioMarin_RD_Day_4_20_2016.pdf

Hemophilia A PR: http://investors.bmrn.com/releasedetail.cfm?ReleaseID=965945

Vosoritide (for Achondroplasia) PR: http://investors.bmrn.com/releasedetail.cfm?ReleaseID=966001

Only caught parts live (replay available now). The hemophilia data seems quite encourage I am a bit concerned about the ALT elevation which seemed to occur much after dosing (at least in one patient). Did respond to steroid course (missed answer to question on wether expect to continue on steroid or taper off). Vosoritide data also seems quite encouraging.

Company sounds more optimistic on PEG-PAL (then I am at least). One of the most promising and not widely valued/discussed by Analysts, CLN2 very encouraging as well. Think likely more patients then thought currently believe 1200-1600. Believe may have opportunity for even faster review (then priority) given BTD and severity/need.