Replies to post #68735 on Biotech Values

[rkrw]

Alexion has no pipeline. Biomarin is questionable.

I guess nothing in the sub multi billion dollar space other than protalix but with a branded Cerezyme?

[ghmm]

Thanks for the link, that is one I didn't have.

Another thing too is these drugs are priced by weight and as these therapies help patients living longer and offer stabilization/improvement they gain weight. BMRN has also done a nice job with Naglazyme charging higher prices perhaps it sets a precedent for the more rare LSD's getting even higher price (or just give BMRN credit they got a much higher price for Kuvan then I expected).

I heard the company say Morquio is on the scale of Aldurazyme in terms of size. I believe MPS-I is estimated to have 3000 patients worldwide (I think MPS VI has about 1100). Do you know if the Morquio number is in-the-ballpark? TIA