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Re: turtlepower post# 145843

Saturday, 07/21/2012 1:26:18 PM

Saturday, July 21, 2012 1:26:18 PM

Post# of 257262

However I am curious why GSK decided to give up US rights. Do they think that Amigal monotherapy is a small market?



GSK had to give up something to get the new deal done. I think GSK got a good deal here, not only changed cost share from 25-75 to 40-60, but also in effect had FOLD to share risk with co-formulation with JCR's unproven ERT. Co-formulation can't go to phase 3 directly, they'll have to start from phase 1, plus most likely phase 3 will be against active comparator, currently approved ERT rather than placebo. In previous deal, FOLD share risk on their own drug only with either monotherapy or combination with approved ERTs.

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