- Initiated HemA trial in 2Q17
- SGMO direct costs for HemA 2017-2020 were $54m.
- Pfizer expects to file BLA around 2Q23 or 6 yrs after initiating first trial.
- Biggest difference is the upfront from PFE vs the CSL payment. SGMO offloaded risk to PFE early and received far less vs the license payment received by QURE now that they have derisked with good P3 data.
For perspective: BMRN also initiated their HemA trial in 2015. BMRN will also take about 7 yrs to filing of BLA but to do so they spent over $700m thru CYE20
WeBull is not particularly useful aside from seeing a gauge of retail opinion. Fidelity doesn't have any analyst coverage of either company. They use computer rating services which are quant/technically driven. As we all know, retail thinks ZF is dead and technically the market is broken for both stocks as the 2 yr weekly chart shows.
Note: I'm bullish on both and will be buying more QURE in the next few months if biotech ever stabilizes.