Replies to post #186818 on Biotech Values

[DewDiligence]

AGTC—Visium Asset Mgmt owned a 6.1% stake (1.0M shares) as of 1/21/15:

http://www.sec.gov/Archives/edgar/data/1273636/000119312515027735/d862913dsc13g.htm

[iwfal]

AGTC is under the radar screen for most investors, evidently, even though there are two high-profile companies—AAVL and ONCE—with closely related pursuits.

Perhaps because they've got some failures? E.g. They have (had?) an experimental treatment for Leber's Congenital Amaurosis listed in Clinicaltrials that appears to use the same AAV vector they plan to use going forward. Started in 2007 and radio silent. (Note that there were competing treatments that used similar tech and some had some (limited) success - seems to depend upon where you inject it?).

And the non-eye trial they list on their presentation is furthest along (in an on-going ph2b per their presentation), but the data on clinicaltrials says it was essentially a washout. So not sure why it is in ph2b. BTW - I realize that they are now pursuing eyes only, but suggest that dragging along a washout isn't encouraging.

[DewDiligence]

AGTC is under the radar screen for most investors, evidently, even though there are two high-profile companies—AAVL and ONCE—with closely related pursuits.

Gene-therapy market caps:

https://twitter.com/bradloncar/status/561646087740862465/photo/1

Showing enterprise values (rather than market caps) would be more illuminating, but Brad’s chart gets the point across.