Replies to post #134922 on Biotech Values

[turtlepower]

Agree on both counts it was probably undervalued (when it was in the 3 range) and is quite volatile in price though I don't know about "settling down in the 6's".

That was my weak attempt to become a TA expert :) Interestingly enough the chart for the last 2-3 months resembles the july-september 2010 time period and then the share price sort of "settled" around the 6 mark.

They touted patients continuing on therapy in open label extensions of past trials for some time so I don't make anything out of that.

Any thoughts on the trial opened in december? http://clinicaltrials.gov/ct2/show/NCT01476163

I don't see Fabry as enough to get them to profitability.

What do you think of the potential of combining with ERT? That, rather than monotherapy, seems to be the focus of the company. Slide 10 shows the fabry market reaching 1 B though that's a while away.

[genisi]

FOLD/amigal

They have 17 (out of 26) phase II patients remained on amigal monotherapy (slide 8) and my guess is these are the patients having 'amenable' mutations. If so, I am less bearish on the monotherapy treatment than before because certain mutations were one of the phase III study 011 inclusion criteria. Chaperone monotherapy failed in Gaucher and Pompe but perhaps it has a better chance in Fabry due to better selection of patients (mutations, urine GL-3 levels etc). When used in combo with ERT, chaperone treatment should work for all mutations as it binds to the exogenous enzyme not just the endogenous one and safety should also be better due to less frequent dosing.