Re: SM Dirty?
You keep bringing up the Genentech/Roche deal like there is some comparative value here. That deal is so far away from what Sangamo could do it might as well be on Mars. Genentech was a multi billion dollar fully integrated biotechnology company in 2009 when Roche came calling. Sangamo has not one commercial product. What on earth would possess Pfizer to offer a deal anything at all like what happened with Genentech. You want to give away the only near term viable commercial products and kick the can down the road in the hope something else can be commercialized at a later date. I believe that would be the kiss of death for this company. Commercializing Fabry is necessary to build some long term value in the company. There are other GT products close behind. Sangamo is finally at the doorstep of commercial viability and you want them to partner it all away at terms that right now would not be at all favourable. I just don’t think you are looking at this strategically for the best long term value of the company and the shareholders.