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ATLANTA — Hemophilia researchers representing Roche (RHBBY) and BioMarin Pharmaceuticals (BMRN) shared a dais Saturday during a media briefing at the American Society of Hematology (ASH) annual meeting. That’s fitting because both companies are working to disrupt the current standard of care for people living with the rare, inherited blood-clotting disorder.

With the newly approved clotting treatment Hemlibra, Roche has already put the hemophilia A businesses of Shire (SHPG) and Bioverativ (BIVV) at risk. In a few years, a promising and potentially curative gene therapy from BioMarin might do the same to Roche.

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