Replies to post #35693 on Biotech Values

[ghmm]

Forgot Elaprase (Shire's drug For Hunter Syndrome) and the Fabry treatments. So if I can rerank them:

1. Cerezyme
2. Naglazyme
3. Elaprase
4. Aldurazyme
5. Replagal / Fabrazyme
6. Remodulin (IV use anecdotally upwards of 250K)

[randychub]

ghmmm - Congrats on your itmn investment!

I still think 60 million is a lot for a drug that has not yet been tested on humans, but your the one racking in all the cash, so hats off to you!

R

[DewDiligence]

> ITMN – One would assume the [royalty] rate is mid 20% outside the US<

According to today’s CC, the ex-.U.S. royalty rate in the 10-14% range net of royalty expenses to third parties that are borne by ITMN. This is still a very good overall deal for ITMN, of course, but not as good as you had guessed.