Biotech Values

[ghmm]

GENZ:

I've been following them a bit more closely of late as the stock is becoming a good value (another really big hit or two would help ). I didn't follow their non-LSD businesses much. I was curious if Campath could be a serious drug in MS as well. From IJ's comments a while back seemed they would have to alleviate a lot more of the concerns of people. I am not sure how significant of drops in Cerezyme people expect. I would think it would be gradual unless Shire or Protalix are extremely aggressive until oral drugs are available. Their other ERT’s as well as their oral programs are quite intriguing (especially the collaboration with PTC).