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Replies to post #160407 on Biotech Values

Replies to #160407 on Biotech Values
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jq1234

04/28/13 11:41 AM

#160410 RE: FreeNorth #160407

Well written report on HAE in 2011. However, several of the bear thesis on Cinryze had not turned out the author expected at that time. Actually sell side analyst expectation for Cinryze at that time had been very close to reality which doesn't happen that often.
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mcbio

04/28/13 1:29 PM

#160413 RE: FreeNorth #160407

DYAX
This report has HAE-market related information that may be of interest:
bir-llc.com/wp-content/uploads/2012/04/BER-VPHM-Cinryze-Report-11-9-2011.pdf

Thanks very much. That doesn't paint a great picture for Firazyr's competition, including Kalbitor and possibly DX-2930 as well. I've moved on from DYAX for time being in light of capital structure and this article kind of cements that for me, for better or worse.