Biotech Values

[genisi]

Genisi actually became less pessimistic (or more optimistic) later on

Yes, less pessimistic. My words were "If so, I am less bearish on the monotherapy treatment than before*" (#msg-70875050), thinking FOLD might have found potential responders bearing certain 'amenable' mutations. But even so, and if the trend seen now (after 6 months) strengthen after 6 more months, I still don't see migalastat beats ERTs.
I recall you were bearish on the combination with ERT (price, hard to show clinical benefit) while I thought they have a better shot to show clinical benefit with less frequent dosing. Still, I think we both are bearish on the commercial potential.
Good for PLX's Fabry program that one player is out.

*From 3 years ago: "My thoughts were and still are, that chaperones will not deliver" (#msg-42150893)