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Re: jq1234 post# 160401

Saturday, 04/27/2013 9:39:31 PM

Saturday, April 27, 2013 9:39:31 PM

Post# of 257262
DYAX

As of advantage, I think you misunderstood genisi's post. She wasn't talking about DX2930 specifically, rather what would be needed for a successful drug for prophylaxis of HAE, which is a very high bar. You can't predict those based on preclinical data, especially for a drug with same mechanism but in different form of Kalbitor that has a black box warning. Genzyme terminated partnership with Dyax on Kalbitor in 2007. It was a good decision.

I very much understood genisi's post. I realize she was speaking generally and I certainly realize that pre-clinical results in no way foreshadow clinical results.

Kalbitor still brings in meaningful revenues for a company the size of DYAX. Someone I respect on Twitter (@AndyBiotech) said some analysts have projected 2017 sales of $75M for Kalbitor. That would be very significant for DYAX if that's how it plays out. Obviously no guarantees. Either way, Kalbitor is just one shot on goal for DYAX, with DX-2930 and the partnered programs the others.

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