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Strong Buy
Re: GILD & SGMOThat sounds good to me. GILD appears to have the most to lose, if and when SGMO comes out with an HIV "CURE" and follows using the same methodolgy to address other viral pathologies, like HEP (a,b,c,gamma-globin). Could even follow with a combination treatment for dual HIV/HEP diagnosed patients. Not only "cure" but immunize subjects. I do not think that Sovaldi does this. Not today, but someday. Where does SGMO research on the IVPR platform stand? From previous slides there were dozens of targets being progressed, not if but when will we hear more about this pipeline. This is the most likely area for NEW IND targets. SGMO has been working on these targets and methods for many years. At some point in time there will be animal tsts done. That would be good news. Internal growth, what areas are they increasing the "in house" capabilites? "B" What is a license for JUST the HIV therapeutic platform worth? As much as Sovaldi? Tick TOCK tick TOCK tick tock |
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