Richard (@reg0sce) 's Twitter Profile
Richard

@reg0sce

ID: 1775659465657741312

calendar_today03-04-2024 23:00:06

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Definitely a unique situation, two best in class, orphan status, Soon to file BLAs with FDA fast track approval, These two assets alone are worth at least 4X the market cap of $SGMO 😳😳😳 With nothing else considered. Pipeline or platforms, If this stock gets “De-Risk”🚀🚀

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$SGMO The whole “Gene therapy & Gene Editing sector” needs a solid “One & Done” That comes as advertised, being a real cure. Hopefully “Fabry” is the one, that proves the science works and can change health care as we know it’

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$SGMO “Comprehensive Data Submission” Being a key aspect of filing a BLA. It involves manufacturing a consistent dose and the ways to analyze it. With recent hiring, I wonder how far along the BLA process they truly are. I would think the BP would be covering this cost. Thoughts?

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$SGMO I wonder, if they filled the “ temporary regulatory affairs operation senior specialist” position or just took it down?

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$SGMO I noticed that they didn’t file their normal end of month “SEC Form 4” last month. They did that like clockwork until last month.

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$SGMO A BO would require someone with “Deep Pockets”. Imagine funding the Pipeline & Platforms 100%. Prion, NAV 1.7, Car-Tregs & advancing oncology studies thur Mint. What would SGMO be worth? that’s what a BO would be negotiating. Stop the lowball guessing.

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If the BO is by a foreign company like Astellas or Takeda. Approval from the “CFIUS” would be required, before the BO can happen. They could be waiting for this approval. $SGMO

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$SGMO After watching the interview with Sandy awarding the winner of a 5-way competition, 5 years ago. This could be a significant BP cash injection, he’s a better negotiator than people think.

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$SGMO Today, instead of buying more shares. I’ll instead, invest in a very good bottle of Tequila for the ER Thursday. I figure, I’ll need it one way or another.

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$SGMO Sandy is 65, has 2 million shares… He completed “Fabry” and has nothing else to prove. I’m sure he wants to enjoy life a little and deserve too. I’m betting BO…

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Has $SGMO planned to go Fabry alone this whole time? Who knows how quick the FDA approves the treatment, after filling the BLA…

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$SGMO is definitely adding value to it’s pipeline, by all these fast-track studies. You can only chum up the water so much, before a big fish strikes!! Feels like they are teasing for a complete BO and not just trying to sell an asset.

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$SGMO The absolute silence continues to be deafening!! This is completely absurd’ At the very least, PR a NAV1.7 update’ still planning to dose? is it postponed? still recruiting’ I assume “Dosing in the coming months” meant last qrt’