So far, data show that the 3 enzymes are quite similar so SHPGY and PLX need this discount as 2nd and 3rd players in order to compete with GENZ or else most patients might switch back to Cerezyme. PLX's CEO talked about 25% discount but that was before the viral attack on GENZ. What the new players want now is a better position with payors, to show good will to patients and good marketing with docs. I think PLX will price at parity with SHPGY. In case of a price war, which is unlikely, PLX has the advantage and ability to price a lot lower.
Market Data 
Markets 
AI
