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TCRT-PGEN Fundamental & Technical Discussion Board
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For those initiating due diligence on PGENAs agreed on Twitter I am preparing a post here for those initiating due diligence on Precigen. Will try to keep it short as possible. On July 9th 2020 when PGEN was trading at $4.32 I had prepared this post: "HOW HIGH CAN WE GO?" This IV Board post has hyperlinks too and I suggest you take the time to listen to the embedded video/ webcasts to better appreciate the success journey PGEN went through this last year. (One of the hyperlink (linked here too) takes a while to open. Be patient). On 12/15/2020 Precigen had an R&D update and also recently on 01/13/2021 they had an update at JPM21. LINKS: Recently they also did a share offering at $7.50 which was taken up immediately. The prospectus contains very detailed description of the various platforms used by Precigen and details of the clinical pipeline. The key attributes of Precigen's various platform are: 1. ability to redose/ repeat administration 2. ability to deliver high payloads 3. ability to have decentralized rapid (overnight) manufacturing using third party staff 4. ability to dose safely 5. early evidence of efficacy even at very low doses 6. ability to produce a homogeneous product (no variability). Collectively the above might open the doors for Precigen to venture into any monogenic and polygenic disease and also provide a cure for all cancers. The 01/13 Precigen press release following JPM21 presentation is worth reading too. For those following other gene therapy companies say Sangamo or Biomarin ask yourself what would they be worth just for the hemophilia opportunity if they were to announce that redosing will be possible once durability fades away. Enough for now. Feel free to PM here or on Twitter for more info. |
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