@UnionSteel2017 An $SGMO earnings call before market open 5:30 a.m. in San Francisco.
Analysts have to read the release before that.
That timing is highly unusual it’s never been like this before with @SangamoTx
News from Europe or Asia in the night before ???
Philip Fisher didn’t chase stock tips.
He built a checklist, and it turned him into one of the greatest investors ever.
Here are his 15 timeless rules to find outstanding companies:
Today we are very pleased to announce alignment with the U.S. FDA on an Accelerated Approval pathway for our ST-920 gene therapy product candidate for the treatment of Fabry, accelerating estimated time to potential approval by approx. 3 yrs. Learn more: https://t.co/yNgaQRLU27
I can’t hand out conviction — only share mine.
Cash is the only real problem $SGMO has. And for a 30-year survivor sitting on a BP-level pipeline — 2 commercial-ready products, multiple potential blockbusters, and platform tech that could earn designations — that feels like a very very temporary problem. Don’t die is the only rule in startup game— and $SGMO danced the dance for long.
In this market, cash is the easiest thing to fix. Debt, VC, PE, asset sales, a buyout… options are endless. And latest Fabry data already flipped the story into its inflection point. If you can’t land a deal off that, the whole biotech sector may as well pack up.
There’s oceans of dry powder waiting. Overvalued sectors will spill over, and rate cuts will only flood more in. Timing is the only unknown, but the cash crunch and work so far make September an extremely hot and likely frame. “Gut Ding will Weile haben.” And Weile seems about to be done.
Deep dive here:
https://t.co/XyIESd6MGS
My view on Fabry value here:
https://t.co/2iYWfiZAHU
In fiscal year 2024, the report found, NIH awarded more than $36.9 billion to researchers, supporting more than 408,000 jobs and generating over $94.5 billion in new economic activity nationwide.
$SGMO 8-K notice this morgen not only showed that their & $PFE #HemA#genetherapy is best in class.
Unnoticed by many it also stated that the pending legal proceedings seems obsolete.
#Cort#Case#Threats
DiSAPPEARED !!!
https://t.co/IIqu4XNFt0
@martinvars Hay panico en el sector y me parece que no se esta considerando bien como afecta una communicacion sin considercaion de sus efectos. En otros paises y culturas no se entiende como un inidviduo puede acusar en publico cosas de las que no tiene conocimiento professional.
@martinvars Eso solo es uno de los temas. El otro que queria mencionar es que la industria biotechnologica y los scientificos trabjando en ese sector y las universidades estan atemorizados de los comentarios de RJK Jr.'s sobre vacunas y las empresas farmaceuticas.
@martinvars Los tuits los ha borrado. Elon se irrito (dijo de todo: destruccion, usuria etc.) sobre la salida de $LLY de Twitter, y los fondos de publicidad perdidos. La medida fue tomada tras por $LLY tras un fake tuit que la insulina fuera gratis. https://t.co/ekC9y8sVLi
@BuffaloBr0 very very long
INVESTING not trading here
They have an amazing potential over the next 5 to 10 years and BEYOND
What is $ASML in chipmaking $SGMO has the potential to become in #Gene#Editing!
https://t.co/malJspclBG
@call_lee_free You are certainly in the right $$$ ballpark. This positive decision by the FDA does not come out of the blue for $SGMO! Therefore it is likely that they & their Partner already have negotiated a deal including this circumstances, which is ready to sign maybe by the end of today.