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Replies to #68743 on Biotech Values
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ghmm

11/19/08 3:43 PM

#68744 RE: genisi #68743

Thanks. I know BMT is an option for MPS-I but why would only a subset of the 3000-4000 be adequate for ERT? I was in the company that believed Genzyme was trying to squeeze BMRN and that is why Aldurazyme ramp was slow it has picked up a bit but no where near the pace of Naglazyme if one believed BMRN that the actual patients on therapy is up though Q over Q was slightly down (charging alot more hasn't hurt the ramp in revenue vs. Aldurazyme).

My people have heard from BMRN people :) that the numbers of MPS IV and MPS-I are comparable with the caveat that BMT is not an option for Morquio . The website you provided says the incidence is 1-100,000 for MPS-I vs. 1-169,000 for MPS-IV. I don't know about life expectancy though.

EDIT: Where is the source for your EDIT? Not that I wish more people to be afflicted with a terrible disease but I like your first source better.