Biotech Values

[genisi]

I wouldn't dismiss Shire's drug already. Genzyme resumed full supply of Cerezyme market and yet about 1,000 patients were on Shire's Vpriv by end of 2010 and Shire stated in its last CC that they see a very low rate of switchbacks to Cerezyme. Bear in mind that Shire is at nearly max current manufacturing capacity for Vpriv, reimbursement takes time and Vpriv's home infusions problem was just resolved lately.