Re: AAV gene therapy setbacks
Qure is my single largest investment and based on what I have researched, they will have durable response based on prior trials, with their gene therapy there are no worries about pre-existing antibodies so retreatment will most likely be possible unlike most/all competition.
I believe they will most likely be taken out this year since they are in the lead when it comes to getting into phase 3 and also the fact that they will be able to treat upwards of 97% of patient population since they are able to treat patients with neutralizing antibodies. In fact 2 of the 3 patients in their lead in study failed competitor pre screening due to the presence of pre-existing antibodies but qure accepted them into the trial and the results were stellar.