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50 Trading DaysWell due to the lack of posts this weekend I have decided to bring forward the message I intended to post next Friday. Next Friday, 27th September, will be 50 trading days to ASH, 43 trading days to the publication of the late breaking abstracts online and 32 trading days to the publication of the normal ASH abstracts online. My expectations for SB-525 are very optimistic. I expect all the 5 patients in cohort 4 (3e13 vg/kg) to reach the normal range (50-170%) of Factor VIII activity as indicated by SM recently. I expect SGMO should be able to show that durability has been maintained and that no bleeding episodes have been recorded in cohort 4 post treatment. This should set up SB-525 nicely as the best gene therapy treatment for hemophilia A. At around this time I would expect an announcement concerning the Pfizer phase III trial for hemophilia A. In addition I will also be on the lookout for a gene therapy deal announcement. I am hoping this will not just be a single indication but a mega deal as has been proposed by bct1192 and ericseb1. Additional drivers for a higher SP around ASH are also in sight. The β-thalassemia, ST-400 trial preliminary results are expected to be presented at ASH. If the results can build on the initial results from the first patient, then SGMO should have a very good ASH indeed. The Fabry disease trial ST-920 is due to enrol the first patient before the year end. The first Treg solid organ transplant trial is also scheduled to file a CTA before the year end. All this should lead to a higher SP heading towards ASH on 7-10th December. Will the 16 million shorts get burnt? It is possible if a gene therapy mega deal is announced. In the meantime I expect there will be some short covering. All this is indicative of the SP rising in the 50 trading days leading up to ASH, assuming we do not have a general financial meltdown. For shareholders at this time, patience is the key. Indications look good for SGMO going forward. IMO, V |
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Msg # | Subject | Author | Recs | Date Posted |
133791 | Re: 50 Trading Days | leftcoast | 28 | 9/22/2019 7:40:49 PM |
133800 | Re: 50 Trading Days | Safyst | 0 | 9/23/2019 8:11:55 AM |