Biotech Values

[ghmm]

To me whats most interesting is there is another ERT company I wasn't aware of! Seems they have quite a few candidates.

http://jcrpharm.jp/en/ir/pipeline.html

Its interesting Amicus now will have access to an ERT without having to spend a lot to get one.

I imagine Phase 3 will only be with their ERT which should give them a leg up on Replagal and Fabrazyme. But I wonder if running the trial will take longer and then (if successful) getting patients to switch will be hard sell. To me Pompe was the key chaperone-ERT combo as that seems to be the one needing the most improvement.