Biotech Values

[ghmm]

SMA Drugs (BIIB/IONS, AXVS/RGNX)

I wasn't too familiar with either of the two programs and just started looking at them (mostly because of an interest in RGNX than any of the other companies).

It seems to me the drugs should in theory be very complimentary since AVXS-101 targets the SMN1 gene whereas Nusinersen targets SMN2. Assuming there are no overlapping toxicities of course it would make sense to give the gene therapy and follow up with regular Nusinersen. Since I don't have much of a science background and haven't followed the programs I'd be curious on opinions from others. Thanks in advance.