Replies to post #124910 on Biotech Values

[ghmm]

I skimmed through the call and they are delaying results (for their Phase 3 011 not the co administered trial) by a couple quarters. I am guessing that is why they dropped. Plus Crowley coming back (again) probably didn't sit well with Patterson who got tired of being the placeholder and is leaving.

I soured a bit on FOLD when the Pompe program had a setback (should have sold all then). I still follow them but not as close and would consider in right circumstances. I am more optimistic on chaperones then genisi but I would have been better served to be as much a doubter as her :-).

[jq1234]

I think FOLD's value depends on the success of ph 3 Amigal in Fabry - 011 and 012 studies. I don't see much value in combination with ERT.