Jamie Dulaney @JamieSoftware
Long: $SGMO, $PTHRF Oklahoma City, OK Joined November 2009-
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@CandlePro $SGMO 150m upfront / 100m BLA filing / 100m approval 20% Royalties,
$XBI FDA unveils trio of new draft guidances to help cell and gene therapy developers $SGMO endpoints.news/fda-unveils-tr…
@trdngchnnlsSTOX Ppl wanting to see the flow tests of this project having been bitten once already by a failure. Should know within 4 -6 weeks. There might be a gradual build up leading up to Late October. $PANR
"Kind reminder" for readers of @coeus12345 posts on $panr #panr. A) @coeus12345 had to be educated on the difference between reserves and resources. Fact. Not to worry, it didn't stop him from posting his unresearched drivel. B) The company has not issued any guidance...1/
$SGMO hopium theory about $LLY 1) Prevail = Wholly Lilly = 2x partner 2) Prion = HIGH unmet Med need = #FDA focus, so is Fabry 3) CFO handing over ! = @SangamoTx to become Wholly Owned, would ONLY require an independent CFO Same BO structure as Prevail vimeo.com/1101423033?fl=…
@007ofWallSt this Fabry gene therapy is JUST A HEDGE for $SGMO to bridge until delivery was solved ... Sangamo now SOLVED DELIVERY with STAC-BBB $SGMO can now and will do things NO OTHER BIOTECH can do with their MULTIPLE PLATFORMS
Without treatment, #Fabry patients almost invariably develop progressive cardiomyopathy. Common causes of cardiac death in middle age. In contrast, cardiac parameters do not deteriorate in the STAAR study with $SGMO ST-920. Stability of cardiac parameters over at least 1 year:…
$SGMO #Fabry patients often suffer from heart problems (cardiac hypertrophy, arrhythmias, heart failure) and kidney damage (proteinuria, progressive renal failure). Classic enzyme replacement therapy (ERT) or chaperone therapies stabilize but often do not completely prevent organ…
#PANR $PANR 👀👇🏻
All next-generation capsids of $SGMO demonstrated efficient transport across the BBB. Compared to AAV9, transduction was significantly stronger in brain regions, especially the cortex and hippocampus. The new variants show even lower liver expression, which significantly reduces…
Love watching $PGEN grind higher, shorts will continue to struggle. Amazing to see how much value unlocked with Papzimeos' approval. I would think $SGMO will react the same way when Fabry gene therapy approved and partnership locked up. The potential is large with @SangamoTx…
Love watching $PGEN grind higher, shorts will continue to struggle. Amazing to see how much value unlocked with Papzimeos' approval. I would think $SGMO will react the same way when Fabry gene therapy approved and partnership locked up. The potential is large with @SangamoTx…
The heart is one of the most commonly affected organs in Fabry disease, often with severe and long-term consequences. The heart muscle (especially the left ventricle) thickens because Gb3 accumulates in heart muscle cells. In patients treated with $SGMO `s gene therapy ST-920, no…
Cardiac involvement is a major contributor to mortality and morbidity in Anderson-Fabry disease (AFD) and often presents with left ventricular hypertrophy, fibrosis, and arrhythmias. $SGMO #Fabry tandfonline.com/doi/full/10.10…
$SGMO
@ZinselmeyerB @Franca_ole @JamieSoftware $SGMO pipeline assets worth wayyy more than the value of these 2 GT therapies. I don’t see a single buyer who would pay for such a complex portfolio of technologies and early stage opportunities. Makes sense to carve out the GT assets and focus on MINT, STAC & ZF gene regulation
A HemA agreement in which Girfit would be licensed to another company would be a big surprise. The data on Girfit has been complete at $SGMO since April 21, and it would be very surprising if at least one niche provider were not interested in bringing this gene therapy with…
$PANR #PANR $PTHRF #PTHRF #OOTT #TrumpTrade #MAGA #AlaskaLNG #AKLNG #fintwit Short squeeze alert! Hedge fund Mangrove Partners notifies UK authorities it has moved from 0.99% to 0.87% short on Pantheon Resources. Mangrove now short 10.78m shares in total. Opportunity? Yes. 1/
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