Replies to post #145929 on Biotech Values

[mcbio]

That is much further down the road - these are long term trials, takes many years to run a ph3 - It needs randomized ph3 trial with surrogate endpoints. So commercial success depends on how much better than ERT alone, and how they are going to price Amigal due to VERY expensive ERT already. In that regard, co-formulation is more attractive because they can price the co-formulation competitively, but that will be even further down the road, it is not in ph1 yet.

Right, I understand that. I'm just looking at FOLD from the perspective of, should the Phase 3 monotherapy fail and shares get crushed, is there a potential buying opportunity in light of the potential for co-formulation down the road? I'm inclined to believe the answer is "yes" dependent, of course, on the magnitude of any such share decline.