Replies to post #145846 on Biotech Values

[ghmm]

I have yet to see a bearish analyst on FOLD.

genisi is (was) bearish :-). I don't believe she is an analyst but she is very knowledgeable in the area.

For what its worth I think their Monotherapy trial shows statistical significance. I question how quickly they can get patients on drug (if approved). I don't see them getting to profitability anytime soon with just this product and since I don't do well as a trader I'm in no hurry to retake a position.

I did catch the webcast. They had slides on Migalastat+JR-051 so they (GSK/Amicus/JCR) must have been looking into this possibility for some time. They said GSK was interested in participating in their (Amicus') recent offering but it didn't move through their committees quick enough.