Equity Field Notes from temporal sources

[DanWebzster]

FOLD (update)

Correction on earlier update. It was the EU, not the FDA, that refused to grant conditional acceptance for the Pompe Disease treatment. Fold must submit matured data.

Q2/18 Rev = 21.3mn / Expenses = 63.7mn / Cash = 73mn / Investments = ~410mn

FOLD recently bought 10 AAV programs for an upfront payment of 100mn

Migalastat Sales estimates range from 500mn to 750mn.

At a MC of 2.3 - 2.5B, it could be argued that FOLD is fully valued as a Migalastat company.