SGMO - What you may be missing about SGMO (posted on another board by ericseb1)
Deals and data.
1) Car-T deal can come anytime. After one-on-one meetings w/ two distinct analysts this summer, both independently reported they were given indication Car-T deal by year-end was expected. This may have subsequently slipped a month or two, but good odds given their best in class tech and BP appetite to lock up I/O assets that we lock down terms early '18 at latest.
2) Hemo-A data. We're going to dose our 3rd patient shortly. JPM HC conference (starts Jan 8, 2018) is an ideal forum to announce prelim safety/efficacy data for this trio of gene therapy patients.
3) MPS data. Now that dosing has been initiated and a 'pipeline' of followers is readied to follow, Cowen has suggested World Symposium (lysosomal disease forum) starting Feb 5th could be perfect timing for us to have early safety/efficacy data.
4) NHP Tau data. Non-human primate data should be ready very early 2018 for our TAU program, and news on this front which will be fodder for most lucrative deal will be major catalyst for stock and it's prospects. Last hurdle needed before $$$ deal.
With all four of these catalysts likely in next 3 months, and EVERY DAY that passes w/o adverse event news on Hemo A and MPS meaning safety is a non-issue, think the trend will most definitely be UP almost each and every week barring major market meltdown.
Let's not forget, #3, MPS data, is PLATFORM VALIDATING. If it works for this IVPRP target, it should work for all. Feb news is TRANSFORMATIONAL if biomarkers show it is working, and working safely.
So not sure when those who sold might expect a pullback, as their is A VERY SHORT WINDOW BEFORE VERY HUGE CATALYSTS!!!
