Biotech Values

[ghmm]

Fold: no special thoughts on the trial. Maybe interest due to ert shortages.

I actually like the idea of chaperone+ERT just more for Pompe where need to get better uptake in some cells. I haven't looked at interim data in much detail to speculate on how good it is. Saw very small patient numbers. Genisi is better person to analyze that too.

For Fabry I thought best opportunity for late onset less symptomatic patients who may not want hassle of ERT but this will take a lot of effort to reach/penetrate.


Sorry for writing in phrases on iPad.