Longroader @Longroaderstar
Joined December 2021-
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Following72
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Interesting how pharma has shifted from almost exclusively buying approved products to focusing on clinical stage products stifel.com/newsletters/in…
$ARWR Busy month with 2 late breakers ir.arrowheadpharma.com/news-releases/…
JUST IN: The New York Stock Exchange is considering a proposal for 24/7 trading, according to FT. In other words, the stock market would never close much like crypto markets are now. Should 24/7 trading be approved?
$prqr All eyes on $LLY post strawmen challenges. Can easily go to $5 if $LLY exercises its options. Sitryx is a good case study. sitryx.com/news/sitryx-an…
$achl This is too deep below cash to ignore. Cash 1Q approx $120m, mcap $33m
Amazon is worth nearly $2 trillion. Jeff Bezos started it in his garage. He had to string extension cords from each room in his house to get power in the office.
RNA-editing drugs advance into clinical trials $WVE (Phase 1 recruiting) $KRRO 2024 FIH $PRQR (Q4-24 / Q1-25 FIH) Shape Therapeutics is another we watch on the private side. nature.com/articles/d4157…
$SGMO @SangamoTx sticking it to the #CRISPR man on LinkedIn: #epigenetic
$xbi XBI today down 2%, ytd -4.3%, rocky days. Looks like FED will be behind the curve ahead in rate cuts.
$INTC $AMD Huawei redux 2.0, this time on the US. reuters.com/technology/chi…
$achl If Syncona pressure strategic review, this will rocket.
$achl If Syncona pressure strategic review, this will rocket.
$adap Means laser focused on delivering afamicel now. Adding opportunity. seekingalpha.com/news/4089229-a…
$PRQR $LLY news during this event ? #RNAi hansonwade.com/rna-therapy-co…
$IPSC $ARVN #xbi Few deals today, looking hopeful for more over the weekend as stubborn rates push factor perhaps. streetinsider.com/dr/news.php?id… investors.centurytx.com/news-releases/…
$achl Even cheaper now, mcap only $33m. Est 1Q cash $120m.
$achl Even cheaper now, mcap only $33m. Est 1Q cash $120m.
$adap Final stretch for success!
BREAKING $SGMO WASATCH ADVISORS LP doubling up their stake . Adding 12.5M shares to 24.9M shares or 13.91%
$SWAV $JNJ #xbi Money coming off sidelines. businesswire.com/news/home/2024…
$Achl Cash $2.8 to $3, stock $1. Sell the cash shell and platform CVR.
A small sum to get into ADC space. Too crowded? fiercebiotech.com/biotech/ipsen-…
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4K Followers 1K Following A nonprofit forum to foster academia and industry based research and development of oligonucleotide therapeutics.Interesting how pharma has shifted from almost exclusively buying approved products to focusing on clinical stage products stifel.com/newsletters/in…
$sgmo happy to see $pfe committment to #hemophilia gene therapy and commercialization. Now makes even more sense to add/commercialize hemophilia A licensed from $sgmo. Mid-24 make-or-break readout. investors.pfizer.com/Investors/News…
$XBI calling the bottom here. Tomorrow market should react positively to PCE numbers + it will be interesting to see how Fed members (in upcoming speeches) react to apparent economic slowdown (-->labor market).
@RNAiAnalyst Agree. Either way regardless of target a combined public data release bodes well for continued partnership! $PRQR $LLY
$SGMO only question is WHEN not IF the next Wasatch moves in for the killshot. Accumulation Coming…
$SGMO reports the development of a lead ZFR that targets the human MAPT locus and achieves >95% knockdown of #tau mRNA and protein in human iPSC-derived neurons with no detectable off-targets dose-dependent mRNA and protein repression of up to 90% at 3 and 6 months after delivery
$SGMO ORAL ABSTRACT #ASGCT24 Directed Evolution of Bxb1 for the Development of Modular Integrases (MInts) Sebastian Arangundy Franklin, Sangamo Therapeutics (PR: potentially transformative Modular Integrases (MInts))
$SGMO Sangamo Therapeutics to Present Neurology-Focused Pre-Clinical Data From Its #Epigenetic #Regulation, #Capsid #Delivery and #Genome #Engineering Platforms at the 27th Annual Meeting of the American Society of Gene & Cell Therapy (#ASGCT) businesswire.com/news/home/2024…
$SGMO @ #ASGCT24 A Highly Potent Engineered AAV Capsid, #STAC150, Enables High- Throughput AAV Production and Arrayed #Epigenetic #Regulator Screening Directly in Cultured Neurons Patrick Dunn, Sangamo Therapeutics, Inc
$prqr NHP cholestatic disease data at upcoming ASGCT meeting as well as GalNAc #RNAediting data by partner $lly. Interesting...I had thought $lly deal was about CNS targets.
We look forward to presenting new data on #Axiomer at the @ASGCTherapy Annual Meeting in Baltimore in May. Learn more at: bit.ly/3xHQJ9g #ASGCT2024 #RNAEditing #ADAR #biotech
$SGMO Ownership over time 2022-24... HT @ Herr_Chicken
Amazon is worth nearly $2 trillion. Jeff Bezos started it in his garage. He had to string extension cords from each room in his house to get power in the office.
Today we announced that ProQR has again successfully defended against opposition filed against a key patent for its ADAR-mediated #RNAediting platform Axiomer™. Read the full PR here: bit.ly/3vXeo5g $PRQR #ADAR
Patent challenge by a 'strawman'. Strawman=potential acquirer vetting strength of IP? Strength of EPO-issued patents typically only emerges after patent challenge. $PRQR #RNAediting $KRRO $WVE
$PRQR Achieves Successful Defense of New Challenge to its Axiomer Portfolio globenewswire.com/news-release/2…
$PRQR considering that 2'-O-methylation opposite the target A renders EON inactive and DNA (2'-deoxy) is considered a stabilizing modification in this context... ...ProQR basically owns synthetic oligo-mediated #RNAediting in EPO countries. $WVE $KRRO $LLY
Thinking back to the old #RNAi days...if $ALNY or $RNAI had reported such an IP victory, stocks would have gone crazy. With #CRISPR, IP-related movements became more muted...with #RNAediting just investor indifference. $PRQR $WVE $KRRO
$MREO 50k SHARES SCCOPED UP BEFORE THE NEWS. THE PHASE 3 TRIAL ENROLLMENT NEAR COMPLETION. $XBI $IBB $RARE 👇
$SGMO @SangamoTx sticking it to the #CRISPR man on LinkedIn: #epigenetic
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