InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,304.72
(
0.70%
)
US TECH 100
18,318.00
(
0.95%
)
Dow Jones
39,069.59
(
0.01%
)
Brent Oil
81.97
(
0.00%
)
Bitcoin
69,113.14
(
0.85%
)
Post# of 251939
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

ghmm

Send PM Follow Ignore
Followers 50
Posts 6343
Boards Moderated 0
Alias Born 01/22/2006

ghmm

Re: oc631 post# 223949

Saturday, 03/09/2019 9:40:28 AM

Saturday, March 09, 2019 9:40:28 AM

Post# of 251939
That's not so clear to me... Certainly, the IP matters more than Orphan exclusivity (so RGNX limited IP really hurts differentiating them) but are vectors commodities? ABEO has a library of > 100 vectors and the enterprise value of the whole company is not much more than the upfront of what Pfizer paid for Bamboo several years ago (though they did get their DMD gene therapy). 4D has a library too (not much public info on it) and a bunch of other companies develop their own proprietary vectors.
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up