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ghmm

06/21/13 9:29 AM

#162837 RE: genisi #162835

PLX:

Sorry I was switching topics in the same paragraph the Oral comment was in regard to their delivery of proteins that they claim (from the slide presentation I think I saw a slide on doing it in Gaucher). Speaking of being down I still can't get a replay of their analyst day webcast can you pull strings to get a replay of their webcast up :-).
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DewDiligence

06/21/13 1:15 PM

#162848 RE: genisi #162835

(KMDA/PLX/MNTA)—Your exchange regarding KMDA’s inhaled AAT drug reminds me of a post you made almost five years ago in #msg-32783294; this is the header:

Plasma Product Companies Outmuscle Small Recombinant Players

To a large degree, the above statement still pertains. MNTA’s sialylated-IVIG program could eventually face this issue depending on whether MNTA decides to cooperate with a plasma company (possibly, but not necessarily, BAX) or to compete against the plasma companies with a recombinant product.