Replies to post #71308 on Biotech Values

[ghmm]

ITMN-191
Did they mention timing for the phase IIb trial?

They said in Q2 weren't any more specific then that.

They did give some color on what it would involve but nothing of major significance.

[ghmm]

FOLD:

Did you happen to hear their JP Morgan presentation? (I was out). I just saw the PR

http://finance.yahoo.com/news/Amicus-Therapeutics-Announces-prnews-14033489.html/print

On the Fabry program I was surprised the EMEA wants the trial to be a comparator against ERT (maybe you are surprised the US is not requiring that :-)). They didn't say directly but it is subpart H and a surrogate end point sodo you think any chance the kidney GL-3 will be measured in urine and not biopsy?

appreciate your comments. tia