#SangamoTherapeutics...the stakes are being raised.

No capsid deal in Q1 means Co 1 step closer to bankruptcy...or...outright buy-out.

#SangamoTherapeutics most likely deal news times are today after-market or tomorrow pre-market.🤞 #$SMGO

Tomorrow, #SangamoTherapeutics will release earnings. Key focus will be #Fabry deal/no deal

To wit, unheard of POSITIVE eGFR slope (n=33) at year 1. Doing better than normal ageing! Close to 100k US patients if non-classical included. No LFT elevations requiring steroids.

This got to be valuable

A #genetherapy for #Fabrydisease could be on the horizon, after a clinical trial readout for #SangamoTherapeutics' ST-920 hit its safety and efficacy endpoints.

buff.ly/A51kdwd

I've seen a lot, but this ranks as one of the oddest plots. Bankruptcy or deal? 2 more hours to place your bets. #SangamoTherapeutics

#SangamoTherapeutics to live another day or two (or until Fabry deal): licenses STAC-BBB systemic AAV for CNS to #EliLilly. $18M upfront for 1 exclusive target; can be expanded up to 5 targets:

www.businesswire.com/news/home/20...

Just a few weeks after filing for #bankruptcy protection, #SangamoTherapeutics has found #buyers for some of its key assets, including a #Fabrydisease therapy and its #genomicmedicine platforms.

pharmaphorum.com/news/lilly-p...

#SangamoTherapeutics unbearable DRAMA. Conference call and results postponed by 2 hours. tick, tock

In a normal world, the #Fabry asset alone would give #SangamoTherapeutics a market value of $3B.

Strong science, but too little focus...at least in the past.

The #Fabry deal had been guided to mid-Q2. Midyear would be critical data read-out potentially enabling them to file. But data so far looking good. Only a few patients missing.

#SangamoTherapeutics

$18m too little cash still, they need at least $200m to realise the full value of their pipeline.

Or just sell out. Its now a 3-way matchup between Genentech, Astellas and Lily.

Great timing to get back in once again.

#SangamoTherapeutics

www.linkedin.com/pulse/astell...

Astellas Partners with Sangamo for $20M to Revolutionize Neurological Gene Therapy

kstrategyand.com/pharma-news

#Astellas #SangamoTherapeutics #GeneTherapy #STACBBB #NeurologicalDiseases #BloodBrainBarrier #PharmaPartnership #Humanteconomy #Humantec #KStrategyand