In addition, Shire already had ERT in both Gaucher (approved this year) and Fabry (pending at FDA).
That's true, but I assume Shire's ERT for Fabry isn't oral like Amigal. Also, the failure in Gaucher may have raised some questions about FOLD's Fabry drug succeeding. But, they are two completely different drugs I believe. Perhaps the main reason was the failure of FOLD's Gaucher drug and that larger market opportunity being off the table as you noted.
Market Data 
Markets 
AI
