Re: SM is a good clinician and he made a nice presentation today
"SGMO needs partners (or a BP buyout) today to realize some of that potential on a timely basis... and that is clearly not on SM's agenda.
projects need to be accelerated in parallel not caretaken in series... and SGMO simply does not have the resources to do so on its own... but it's obviously an ego thing."
I see things differently... not seeking partners is not the same as being unwilling to partner. If SGMO were actively seeking a partner for a specific application, I think that would put SGMO is a weaker position. SGMO is pursuing leading-edge stuff, potential partners are aware of this and are most likely following SGMO's progress diligently. When SGMO demonstrates the ability to deliver CNS treatments, I am confident that SGMO will have partnering offers that are significantly higher than anything offered now, and SGMO will seriously entertain those offers. That was made very clear when SGMO opted to test Tau suppression in NHPs.
