The very obvious claim would be that there's still a shortage of supply in EU.
Ok, but that’s essentially the opposite argument to the one made by jq in the bottom of #msg-75115136.
Your second point—that Vpriv's orphan exclusivity is not relevant to PLX because the two drugs are not considered to have the same active ingredient—seems like the stronger of the two arguments, IMO.
Shire's Gaucher disease drug Vpriv significantly improved lumbar spine bone density, while Sanofi's Cerezyme did not, according to results from a head-to-head clinical trial presented on Thursday. The findings from the Shire-sponsored study, made public at a European Working Group on Gaucher Disease in Paris, may help Shire differentiate its product from Cerezyme…
In real estate, it’s location, location, location. In phase-4 clinical trials, it’s sponsorship, sponsorship, sponsorship!