Max Power
@MaxPowerNGS
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Joined February 2014
Everything pointing to this being not just a Fabry deal for $SGMO but much l, much more. Wouldn’t be surprised if both HemoA and Fabry go to the same partner. Maybe even open deal for future GTs using the same AAV+Promoter. Beaucoup bucks coming our way.
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Bullish. That’s just what prospective partners want to hear.
$SGMO In October, held a meeting with #FDA to discuss the proposed efficacy and safety data package where, in the meeting minutes, among other things, the FDA #reiterated its October 2024 agreement to use eGFR slope as an endpoint to support an #accelerated #approval pathway👍
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$SGMO In October, held a meeting with #FDA to discuss the proposed efficacy and safety data package where, in the meeting minutes, among other things, the FDA #reiterated its October 2024 agreement to use eGFR slope as an endpoint to support an #accelerated #approval pathway👍
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3) potential of Fabry is keeping bidders at the table SM is trying to extract max value for the entire $SGMO gene therapy pipeline engine. Lots of potential targets (e.g. PKU, others) that are available and could work with proven vector and strong promoter.
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My theory for the past couple months is the following: 1) multiple bidders for Fabry based on exceptional data 2) SM trying to bundle package of Fabry+HemoA+other GT targets, but this is less appealing based on HemoA durability questions. GT is no longer core to $SGMO
I just wish someone who has kicked the tires on $SGMO #Fabry data would come out and say: here’s why it isn’t interesting. I can accept defeat on trial failure. But the company’s representations vs the inability to close a deal is truly mind boggling. @sandymacrae23 why nothing?
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I expect Sandy to get out in front of this question about FDA temperature on Fabry early approval. Hopefully we can trust his view on an increasingly mercurial agency.
@GothamGirl_1 @Franca_ole @meangenebio I personally wouldn’t say “don’t worry,” because concern is fair — what’s troubling here isn’t Sangamo’s data, it’s the FDA’s inconsistency. Slowing down a first-in-class gene therapy for a fatal disease is frustrating, but it doesn’t directly translate to Fabry. 1) The FDA
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The $NTLA soap opera keeps delivering. Perfect way to pass the time before football starts.
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$SGMO early morning earnings call means they are announcing a deal before the market opens. Load the boat!!
$SGMO november 6 , 8:30 #AM
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How is this even possible? 12 weeks! $SGMO
BOOOM: HUGE $SGMO Pain trial update: Its now a #Phase2 Data not 52 but 12 !!! weeks https://t.co/soNMk3Xcnd
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$SGMO must be getting really creative in finding ways to keep the lights on. Where is the deal Sandy!
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$SGMO shorts about to experience their own Pain Trial now that $SGMO has the funding they need.
BREAKING $SGMO Pain trial just #started recruiting (means they #got the #funding to go on) https://t.co/jLINdDtjXs now we wait for the big PR ....
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$SGMO I got a feeling Sandy is going to have a big announcement this week. Combined with a TACO Monday will be a fun week!
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Jain will be executing those $8.77 options soon enough…
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$SGMO
$SGMO — think we’re in the endgame now. ‘Soon’ is coming and I am looking forward to it. I’m aware of at least three different people (including myself) who regularly exchange with Sangamo IR (Louise) or Sandy — all sent messages between last Thursday and Monday, and none have
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$SGMO #Tregs - STEADFAST study marks a true breakthrough - Outstanding safety profile - Very promising early efficacy signals - immunosuppression tapering was achieved This pioneering approach has the potential to redefine transplantation management... #nobelprice
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That’s a huge buy signal on $QURE. @CramerTracker
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Wow…there’s a lot of $SGMO Bullish Pennant bots spamming today…
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Someone enroll Legette in $SGMO Prion clinical trial!!! 😱
🚨🚨THIS IS INSANE🚨🚨 #Panthers wide receiver Xavier Legette taking a squirrel out the tree and RIPPED IT’S SKIN OFF. “Took the clothes off him.” XL then cooks the squirrels and eats them for dinner. One of the craziest things to eat 😭😭
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We can forget about a Fabry deal for $SGMO.... this company is getting acquired very soon!
$SGMO 8K is quite odd to me: https://t.co/STsINVMjzp I am no expert, but some thoughts below via ChatGPT prompting. Key thing to me: why the need to so explicitly call out severance benefits accruing to the outgoing CFO in the event of 'Change of Control' while keeping her
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