That's not so clear to me... Certainly, the IP matters more than Orphan exclusivity (so RGNX limited IP really hurts differentiating them) but are vectors commodities? ABEO has a library of > 100 vectors and the enterprise value of the whole company is not much more than the upfront of what Pfizer paid for Bamboo several years ago (though they did get their DMD gene therapy). 4D has a library too (not much public info on it) and a bunch of other companies develop their own proprietary vectors.
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