Replies to post #115544 on Biotech Values

[jq1234]

I am not dismissing Vpriv. Those on Vpriv will most likely stay on the drug even after Cerezyme is available. That's the point of these patients, once they stay on something, they don't switch that easily. I was more talking about expectation of big decline of Cerezyme by many people, where Cerezyme gets about 50% of market in two-drug market, or 33% in three-drug market. That's not going to happen in US market. This is different from lovenox market.