Biotech Values

[jellybean]

Just an FYI.

The recent run up for SGMO is in anticipation of data to be released at CROI next week. This is the fourth year in a row that CROI has given the company a presentation spot...and in fact they have two this year.

While I understood the skepticism for the company based on using ZN-fingers to treat diabetic neuropathy, the approach for directed editing of human cells does not warrant the same. You should look at their ASH presentation on hemophilia to understand the potential in monogenic diseases and then the presentations on the HIV product to understand the potential in that disease.