Biotech Values

[dangerM]

Gilead Sciences (GILD) and Precision BioSciences

... I understand the rationale, some scissors with higher precision so as to avoid off-target effects.

What I didn't find out, skimming Precision's website, is: what mechanism will they use for delivery, and how effective will this mechanism be? With CART or the "usual" gene therapy it's about getting "enough" cells modified (... well, even that is difficult, see Spark, uniQure etc. about having to use a more effective payload to compensate).

For eliminating cccDNA in all cells? Phew. I don't think they will realistically reach cccDNA-elimination without another, a second "miracle drug".

dM


(disclosure: I have some shares of SBPH in my portfolio, STING/RIG-I is something gathering more interest [esp. in oncology which is why I am invested], but cccDNA-elimination ... no, I don't think they have this second miracle drug)