Biotech Values

[ghmm]

SGMO / PFE: Presented data today on their Hemophilia A Gene Therapy

The slides are part of an 8-k
https://www.sec.gov/Archives/edgar/data/1001233/000119312520171977/0001193125-20-171977-index.htm

Pfizer had a call (not just on Hem A but other recent data) and slides:
https://investors.pfizer.com/events-and-presentations/event-details/2020/Pfizer-Analyst-and-Investor-Call-to-Review-Data-Presentations-at-Scientific-Conferences-during-the-Week-of-June-15th/default.aspx

There is definite signs of decline I had some thoughts
https://twitter.com/MauriceOnTW/status/1273612205863436288
and here along with JQ1234 who has always been skeptical
https://twitter.com/jq1234t/status/1273617346733780999

FWIW I agree with JQ that the two programs at this point should be considered +/- comparable till proven otherwise. So I think the program is still viable but it'll be a harder sell for SGMO/PFE coming second to market and (not yet anyway) showing substantial differentiation.