Replies to post #190242 on Biotech Values

[biocqr]

>it's unclear which production steps will be altered by 4DMT—or if AGTC's entire process will eventually be scrapped. <

Exactly.. that's why I'm holding off until more clarity. The first read out from the clinic will be the Phase I for XLRS in the 2nd half 2015 according to their latest investor presentation...


http://files.shareholder.com/downloads/AMDA-2H6BI7/70287750x0x795425/618215EA-4A90-48FC-A857-9BB965BFB6B5/AGTC_Investor_Presentation.pdf

[backstroke_]

What makes you guys think any of manufacturing steps would be altered by licensing with 4DMT?

My understanding is 4DMT is focused on front-end working through millions of slightly different versions of the AAV vectors, evolving them over multiple generations, looking for characteristics that meet the licensee target(retina, cardiac, liver, etc..) requirements.

Once suitable variants are found, then licensee would take those new vectors and use them within their existing development/manufacturing workflow.