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Strong Buy
Re: Blue heading further southThis is a likely scenario for many of the over priced early stage biotechs. The investors in these bios are looking for that quick buck, soon get the urge to move to the next new thing. Spark and Blue seem to be targeting quite small patient targets. Individual targets important to survival. Little or no competition increases the odds of being able to monetizing thier targets. A soon as a better method appears, so goes the odds of monetizing. SGMO needs to get more targets into the clinic. PERIOD. To deliver on the 2 to 4 new INDs per year in years beyond 2015, and delivering on those that had been projected to be in the clinic by end of 2014/2015. But, THEY NEED TO start the flow. Sooner than later. They need to be doing not just testing in mice but show progress by doing NHP testing, well in advance of the predicted IND date estimates. Judging from how long it takes them to get approval after NHP testing has been done. A couple of years since the Hemo NHP testing was done, successfully proving the IVPRP. IMO, telling investors that other IVPR candidates have been tested in NHP. Would also be good to hear what is going to follow the HIV program in that platform. These methods are applicable to virtually any viral based disease. What are the potential other targets? "B" How possible is it that there is a backlog of developments that are waiting, for some undisclosed reason, to be disclosed? CROI creeping up, will we see new info about the 2 PH II Cytox trials disclosed. Will SGMO tell us what abstracts they will be presenting? |
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Msg # | Subject | Author | Recs | Date Posted |
71025 | Re: Blue heading further south | FlyrodUK | 5 | 1/31/2015 6:32:07 AM |