On the CC , it was like the 3rd rail seeing not 1 of the analysts ( respectable peeps,-GS, MS, RJ, etc.) asked( if my recall is correct) …mgmt didn’t even guide (LYFGENIA- sickle cell) with clarity other than to say 50% of the 85-100 patient starts across 62 qualified treatment centers (QTCs) …a Q&A regarding TAM ( worldwide-all 3 fda approved indications ) was mid single digits ( ~3B+I believe)… so it’s wait and see what Q1, 24’ conf call suggests..
My take away is that they are going at this alone
( US) and will consider collaborating in other countries once they understand Payers & Regulations and who to dance with ….
Market digesting late 10k /amend and maybe short covering perhaps( thought I saw 15-18%)
