Biotech Values

[ghmm]

GT's:

On AMD GT. I was surprised how many programs there are it seems like an "easy" target. Not knowing the science as well as you I won't comment on the aspect for target impacting the efficacy/course of the disease. I wouldn't worry as much about retreatment especially here with so many different programs it would seems if one is effective using alternative vectors at the minimum would give retreatment options (and I think retreatment will be a much less significant issue 5-10 years from now several different approaches seem on the horizon).

On RGNX (mcbio). I really like the company (not enough at current price/data levels though) but keep in mind with their royalties their IP isn't really that great as these vectors are fairly old early-mid 2020's the main patents expire. The hope is they develop their pipeline (BTW also have an AMD program) and better vectors with new IP.