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ghmm

07/13/12 2:05 PM

#145425 RE: ronpopeil #145422

After GALNS the next biggest value driver IMO is Pompe and since that is open label a suitor could see the data before BMRN reports it (if BMRN allows them). I think they were going to show 20mg data on patients who've completed in an R&D day this fall anyway.

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ghmm

07/17/12 2:05 PM

#145581 RE: ronpopeil #145422

BMRN:

No special insights into the price decline. I think its noise. Maybe some profit taking, people disappointed no immediate gratification (buyout).

GALNS news won't come until November. Pompe is open label but I don't think there will be company released news until an R&D Day. Whether there may be a leak or a patient blogging is another story. The PARP data will come in two trials I believe one late this year and one in Q1. Not sure how the company will top line it. My guess is at R&D day will release more details with a PR before. Then there is PEG-PAL and they have pretty much said they will go into Phase 3 but I guess they will need to officially say so and tell us how the latest attempt to get to a stable dose has progressed.

Sorry I don't have PM so posting here hope its beneficial to other posters.