Biotech Values

[ghmm]

SGMO:

Not a close follower of the stock to know for sure but they pulled their guidance of showing updated Hemophilia A data (I think for ASH) expect that may be the reason. Sandy sounded upset when taking the question too :).

I've been on the fence for years with SGMO each time I look a little closer something doesn't quite seem right so I keep deciding to wait for more progress (direction at first, now data).

FWIW I think Sandy is quite the enigma. I'll give him credit for doing some good deals and directing them into rare diseases but he really comes across to me quite badly (don't trust, seems to not understand his disease areas/market) each time I hear him talk!