SGMO

I get the challenge and approach these guys face/are taking coming from both academia translational/clinical trials background and a SGmO investor myself (20+ yrs background). In many ways, they are speaking the language of scientists & clinicians. The reality is, this technology is well grounded and they’ve developed a solid platform that will be the gold standard in this industry soon and years to come. They aspire to meticulously fine tune it even more, tho it comes across as R&D without deliverables. From clinical trial design, publications, abstracts, prior announcements n today’s RND talk, I respect the focus on making sure this works in patients (which it does despite the downplay of recent ASH data - seriously AE from DSMO is unrelated) for long term viability and value. Reading between the lines this company

Their Pfizer/Sanofi alliances are smart and translates to immediate & long term sustainable revenue. And makes a very appetizing gem for potential M&A (wink).

This will be at $18-24 in a year. It’s basically a question of when folks will jump in and how much they wanna profit.