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ghmm

01/12/12 7:41 PM

#134937 RE: turtlepower #134936

Fold: no special thoughts on the trial. Maybe interest due to ert shortages.

I actually like the idea of chaperone+ERT just more for Pompe where need to get better uptake in some cells. I haven't looked at interim data in much detail to speculate on how good it is. Saw very small patient numbers. Genisi is better person to analyze that too.

For Fabry I thought best opportunity for late onset less symptomatic patients who may not want hassle of ERT but this will take a lot of effort to reach/penetrate.


Sorry for writing in phrases on iPad.

ghmm

01/13/12 2:26 PM

#134989 RE: turtlepower #134936

FOLD is up another ~10% today that is quite the move the past few days! It may just settle at that $6 you mentioned, congrats if you own it! I heard the presentation again and can't find anything especially noteworthy. It could be just someone trying to buy a descent position but I am wondering what Crowley said in the breakout at JPM :-).