Marty Chilberg
@mchilberg
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Seahawks & Bears. Red Wine preferred. Fundamentals but trade bio's. Golf when I can find the ball. Focus on IoT/Cloud/new technologies investing
Indian Wells, CA
Joined January 2012
Excellent #AI interview with Nadella. Frank discussion of the reasons for their "pause" to focus on geographies, internal development, fungibility, etc vs chasing short term market share Satya Nadella – How Microsoft thinks about AGI
Nice update from #Synergy. - Cloud market growth accelerating - $MSFT $GOOG gaining share from $AMZN - #Neoclouds (GPU only) gaining relevance with $CRWV leading the pack
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Nice update from #Synergy. - Cloud market growth accelerating - $MSFT $GOOG gaining share from $AMZN - #Neoclouds (GPU only) gaining relevance with $CRWV leading the pack
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Statement makes no sense. It is illegal for company to selectively disseminate MNPI. If you receive MNPI and disseminate to others who trade on it, you are also engaging in illegal activities...even if you did not trade yourself
$ntla just for the idiots on this platform: having material non-public info only means you do not trade on that. Revealing it levels playing field. There are others that dont reveal and trade on it.
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$SGMO needs to start hitting deadlines for the Nav1.7 and Prion assets. Valuation is severely discounted by a lack of human dosing for capsids and likely also causing partners to slow walk as they await some early reads. Anything prior would be pennies on dollar value
@rjalagam9111 That's a tough question...I would defer to @mchilberg on a potential buyout valuation... $SGMO has a combo of multiple commercial-ready gene therapies with easy-to-quantify NPV & a vast pool of early-stage assets that are nearly impossible to value. Only a massive deal would fly.
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#CHDI is working with many approaches to treat Huntington's. 2 yrs ago their CSO highlighted $QURE AMT-130, $SGMO TAK-686 and $VYGR. Now that Takeda has jettisoned WAVE they will hopefully update status soon
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Congrats! Nice to see such great GT data
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Stat to remember as it pertains to this year improvement: Last year Caleb had to deal with 57 unblocked pressures which led to 13 unblocked sacks. Say what you will about him getting rid of the ball faster, but those numbers are ridiculously high
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Curious if $QURE will early terminate their Fabry trial in future. Given high probability $SGMO will be SOC, skipping P3 for accel approval will be a hard sell. Looks like they added 3rd cohort so won't know much for 2-3 years
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$SGMO fabry data update overall very solid. - eGFR Y2 remains solidly positive at 1.747. Numerous pubs studied impact of drugs slowing rate of eGFR decline. No drugs available to compare to positive slope for now 2 yrs. One patient off ERT only real negative
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Any $SGMO valuation inflection point primarily relies on human validation of capsids and ZF repressors and activators. Said validation is likely tied to Nav 1.7 and Prion, especially if partners are waiting for SGMO. 5/
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$SGMO Strategic bus development efforts continue for capsid, cargo and targeted insertion of integrase. They are also trying to generate cash from their successful GT programs though interest has proven tepid to date 4/
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$SGMO finally was able to develop novel capsids that passed the BBB corresponding to the new corp strategy of CNS. That led to a series on new partnerships that now are close to equaling the prior biobucks potential 3/
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$SGMO terminated collaborations in GCT began with $SNY in C22 followed by a revolving door exit in C23-24 as most moved on from GT and CT. $NVS and $BIIB also terminated CNS gene regulation with no viable delivery solution to carry cargo. 2/
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$SGMO has largely replenished their collab milestone opportunity after they and partners moved away from gene and cell therapy along with most in sector. Here is a recap as we wait for validation of gene regulation and novel capsids. 1/
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Bryan Zeitler Presidential Symposium LinkedIn Webinar on #Vimeo
https://t.co/9o4moA7cea is a much watch for any $SGMO investor. Q&A includes CHARM reference.
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Pricing of drug will have a huge impact on collab valuation to $SGMO. Wonder how long it will take to file BLA and get an ICER report? Also wonder what price level needs to be to get coverage decisions quickly? 4/
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Chaperone/ERT for Fabry patients cost around $200k per year. Amicus recently reported that 1/3 of all diagnosed Fabry patients (18k) were not being treated. Pricing Qs: - How much is drug worth to replace 50 yrs at $200k and delay renal disease onset? - Patient hesitancy? 3/
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