Friday, April 30, 2010 9:11:22 AM
BMRN:
I am very curious to see what their end-point will be. I would like it to be Keratan sulfate but I don't think the FDA would go for that as the primary end point
. They said they have over 600 patients identified already! I would want to be very cautious since I lost a lot of faith in PEG-PAL being a blockbuster. If they succeed the treatment will have an incredible sales ramp given the 300-400k annual price (maybe even more I think some of the other ERT's are a bit higher).
I am very curious to see what their end-point will be. I would like it to be Keratan sulfate but I don't think the FDA would go for that as the primary end point
. They said they have over 600 patients identified already! I would want to be very cautious since I lost a lot of faith in PEG-PAL being a blockbuster. If they succeed the treatment will have an incredible sales ramp given the 300-400k annual price (maybe even more I think some of the other ERT's are a bit higher).
Join the InvestorsHub Community
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
