Re: What everyone is starting to see about EL and SGMO
The DN trial is where basic common sense about biotech targets comes in. Diabetic neuropathy is a great target with a huge problem. How do you possibly reverse the damage of a disease state without correcting the underlying disease. The treatment could have worked wonderfully, while the disease state reverses the gains. I really fault Sgmo mamagement over the waste of time that I always thought that trial was.
I held Sgmo tentatively up to the DN trial because I was hoping that the HIV trial would hold up the price, but dove in with a vengeance after the down turn.
Not all targets are valid. I am also happy that I stayed away from ZIOP till after the Pali trial, because once again the mechanism and target didn't makes sense to me and I started a position after a trial that seemed I'll advised. They seem to have a great handle on things at this point
Right now I just love Sgmo targets and rationale and will hang in there with them. I am not happy with the delays, but I also feel that shire is the blame for whatever reason and HIV is a complex target with methods that are changing fast enough to make previous work obsolete before it can finished, but the solution is at hand and getting better as time passes.
ZF's have been slow to get to here because the inherent fear of genetic changes and since we are 1 st to bat, there seems to be endless hand wringing to be safe. Other methods that are nipping at the heals will have similar hurdles, but they will move faster,because the technology is improving at a crazy pace.
I really get the feeling that we are quiet because there is a lot happening in the background. And I know that's a tired argument that I really don't believe in most cases, but here it seems that way and I know that EL is not above popping a surprise on everyone and in fact seems to enjoy it.