What are your thoughts on substrate reduction therapies? Or do you think ERT is the best approach for the foreseeable future?
Ghmm, forgot to ask you before...did you fold on FOLD? I know you were bullish before but couldn't tell your current view after the recent developments. It's quite speculative now given that they're pretty much down to just Amigal in the clinic for Fabry's. However, that compound did demonstrate PoC in Phase 2 and is in Phase 3 now and the market cap is all the way down to almost $100 million. Shire is also still on board. And the company has plenty of cash.
I don't think I have the guts to buy here since we're talking about an all-or-nothing bet on successful Phase 3 results for Amigal. However, if there is success, this one should have some nice room to run given the recent dive and tiny market cap. Any thoughts here?
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