GREY:BIOAF - Post by User
Comment by
Boomskidon Jan 12, 2023 6:50pm
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Post# 35219854
RE:Another Fabry flop, courtesy of 4D
RE:Another Fabry flop, courtesy of 4DI have never hyped gene therapies, poof, and you know it. I said that if Bioasis did not act on enzyme replacement therapies then their values would decline, which seems to be the case with the Chiesi deal.
Gene therapies, the really modern ones, are very compelling technologies. I've watched the news about them and the failures of some of them may be providing a reprieve for ERTs but it's likely that gene therapies will succeed.
Meanwhile, poof, while trying to make the case for ERT high values, completely ignores the fact that Bioasis sold 4 of them for less than a million each.
Bioasis is no better. They're touting Hunter syndrome as their leading program. I have no doubt about that, but they're doing that, I believe, to remove focus from the really valuable xB3 programs that won't be exposed again until after the Bioasis sellout. To me, that is deceit.
Copy/pasting without knowledge and understanding can result in inadvertantly taking both sides of an argument. poof thinks that the Chiesi deal is ok and that Hunter syndrome is worth a lot. You can't make those opposing arguments without losing credibility.
Both he and Bioasis are showing absolutely no respect for the intelligence of Bioasis shareholders.
jd