Replies to post #61385 on Biotech Values

[DewDiligence]

>Shire, Amicus, Actelion, Genzyme and Protalix.<

I guess you could say that’s a crowded market! Still, I wonder if HAE will be anywhere near as lucrative as Gaucher—the distinction being that HAE is a somewhat more manageable condition without a specialized therapy and hence payers may be less willing to reimburse for a hugely expensive drug.

#msg-28461053 is on-topic.

[ghmm]

Do you have an updated timeline for Protalix?

I don't think much of Zavesca its sales and label are not very strong, though I don't have your background to comment from a scientific standpoint. I had seen side effects I believe due to its non-selective nature where quite high.

I was looking at some of my old TKT stuff and I don't know if Shire had some setbacks but their time-line for GAGCB is a lot longer then what TKT had talked about.

For the poster who asked the Zacks blurb on Amicus I don't think much of Zacks reports. I saw an early one and will give them credit for having some detail and industry comp's, but basically they pulled a bunch of stuff from their filings and/or presentation. The actual analysis seemed lacking IMO. I am still quite long Amicus and am more curious at what some of the Oral Small molecules do rather then the ERT's. A fund has been really supporting the price the past few months (not there is much volume).

[corpstrat]

<<Shire, Amicus, Actelion, Genzyme and Protalix>> Shire and Amicus are hooked up now, right? So Shire must think Amicus approach brings something new to the party rather than overcrowding?