Replies to post #145893 on Biotech Values

[turtlepower]

FOLD -

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

Won't the oral drug be more attractive than ERT from a convenience, safety and an overall cost point of view? About 50 % of Fabry patients would be eligible for the treatment and they now have full US rights. Assuming Amigal costs about 150 K a year and there are about 1000 US patients ( out of 5K WW) that's about 150 M a year excluding off label use. Commercialization costs wouldn't be that much because of the small amount of patients. Operating expenses seem to be about 20 M a quarter now so FOLD may be able to turn a decent profit.

[genisi]

I'm a bit less bearish than I used to be a couple of years ago as noted here #msg-70875050.