|
|
|
|
||
Re: Prediction: On thursday, Didier Rouy's presentation will reveal two additional Golden Patients... I agree with musherga that could be SGMO/Pfizer's stragegy: Hide everything to prevent Biomarin from preparing any response. Strong durability at ASH would push patient-to-patient variation very far down the list of importance. For example, if 3E13 patient number 3 plateaus at 60% of normal, Biomarin would immediately say, "Well, Sangamo has patient-to-patient variation just like we do." Although not true to the same extent as Biomarin's problems, it is still an easy argument to make. If Sangamo holds the patient 3 data until ASH, and at the same time achieves strong durability on patients 1 and 2 at 3E13, patient 3's 60% will go completely unnoticed. I believe that if patients 3 and 4 are tracking patients 1 and 2 closely, Sangamo should publish 3 and 4. And then Sangamo can use that fact every day between now and December 7 in every conversation, negotiation, news report, employee interview, or what ever. Sangamo would say, "The economics or our business relies upon technical leadership genetic engineering. The first commercial product of that leadership is our Hemo A gene therapy product." With two patients you can't say that. With four golden patients you can say that because four golden patients would beat Biomarin's 20 patients all over the map, statistically speaking. But if one of patients 3 and 4 is not on exactly the same track, like 60% peak instead of 110% peak like patients one and two, then maybe it makes sense to wait to reveal until ASH when you might have the trump card of durability also available. |
return to message board, top of board |
Msg # | Subject | Author | Recs | Date Posted |
132290 | Re: Prediction: On thursday, Didier Rouy's presentation will reveal two additional Golden Patients... | NewJeans | 13 | 8/20/2019 10:11:19 PM |