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Re: ronpopeil post# 145422

Tuesday, 07/17/2012 2:05:42 PM

Tuesday, July 17, 2012 2:05:42 PM

Post# of 257262
BMRN:

No special insights into the price decline. I think its noise. Maybe some profit taking, people disappointed no immediate gratification (buyout).

GALNS news won't come until November. Pompe is open label but I don't think there will be company released news until an R&D Day. Whether there may be a leak or a patient blogging is another story. The PARP data will come in two trials I believe one late this year and one in Q1. Not sure how the company will top line it. My guess is at R&D day will release more details with a PR before. Then there is PEG-PAL and they have pretty much said they will go into Phase 3 but I guess they will need to officially say so and tell us how the latest attempt to get to a stable dose has progressed.

Sorry I don't have PM so posting here hope its beneficial to other posters.

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