Biotech Values

[ghmm]

I find SGMO interesting but don't have a position yet. Personally I'd like them to unload the HIV program. I am not saying its a dud but they are a long way. Last I recall they were planning on two additional trials and thats just to figure out the dosing. So its going to cost them a lot of time/money to get it right and still its a small subset of patient population. I am going by (poor) memory so please correct me if I am wrong.

The shire deal was a step in the right direction. I like that they have some descent potential revenue from their other non-pharma deals and have a small burn.... Now, if they could only get rid of the HIV program and focus on just rare diseases .