Replies to post #125 on Equity Field Notes from temporal sources

[DanWebzster]

NTLA is differentiated from other leading public CRSPR companies by its nanoparticle delivery system.

partnered with NVS to gain access to nanoparticle delivery. An advantage of this system is that AAV mfrng may be prone to shortages and bottlenecks.

Another advantage of nanoparticle delivery is the potential unknown of whether the human body will develop antibodies in response to AAV.

Should we be impressed that NTLA is conducting in vivo studies in mice an rats? The best trading strategy is to buy NTLA when there is bad publicity about AAV.

Cash = $341mn on 12/31/17 providing a runway into 2020.

NTLA is mired in a patent battle with EDIT.

[DanWebzster]

EYPT (update)

MC is ~ 54mn, reflecting the markets lack enthusiasm over the company's prospects.

Cash runway will take them into Spring/19

The trick to profiting from a run-up into 11/5/18 PDUFA is maximizing your entry.