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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?

To: tnsaf who wrote (8020)	6/17/2000 8:28:00 PM
From: Harold Engstrom	Read Replies (1) \| Respond to of 9719

TKTX filed their BLA based on data from 2 Phase II trials. they did not run a Phase III trial. Genzyme will reportedly file a BLA based on comprehensive Phase III trials within 2 weeks. FWIW, I had heard from good sources that there were a few defections from the Genzyme Fabry's program to the Transkaryotic Fabry's program a few months ago. I have no idea how to interpret the above, but my intuition gives the edge to Genzyme: they followed bureaucratic procedures while Transkaryotic is trying to cut corners. TKTX is getting a reputation (in my book) for not playing by the rules. That doesn't necessarily mean they don't have redeeming qualities, but what else might htey cut corners on? I don't currently own shares in either company (although I have been trading Genzyme for the last few months).