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Re: Sanofi $SNY points out $SGMO Sangamo Zink Finger Gene Editing @ BoafAML John C. Reed - - Executive VP and Global Head of Research & Development says would like to accelerate the gene therapy aspiration; interested in expanding that into other venues I am sorry, but Sanofi looks like a total joke to me. I do not expect Sanofi to be of much help to Sangamo in any product, even beta-thal and SCD. The Sangamo products in beta-thal and SCD are not exploratory, they are targeted to cure or mitigate the disease. Anyone who describes them as "exploratory" does not expect them to work. And of course anything exploratory is not being pushed aggressively forward. A few days ago some one posted a slide from some sort of Sanofi R&D presentation. Highlighted on the same slide as Sangamo beta-thal/SCD were two other items: Eloctate Enzyme Replacement Therapy for hemophilia, and San Raffaelle/TIGET lentivirus for hemophilia. Really, Sanofi's big deal at R&D is ERT for hemophilia? While I confess that I know nothing about San Raffaelle/TIGET's lentiviral hemophilia programs, and SR/TIGET always does excellent work, I have to wonder if this program really amounts to much either. So my expectations for Sanofi/Sangamo parnership are pretty low. And they will get lower very quickly if SGMO Fabry works robustly because Sanofi's Genzyme collects something like $500 million per year from Fabry ERT. So I have very low expectations that Sanofi is going to do anything to help Sangamo. |
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