Dan
635 posts

Dan
@DHogweed
Mix of snobby music commentary, under-the-radar biotech trading opportunities, macro black swans, and an occasional political view.
East Coast USA Katılım Kasım 2020
369 Takip Edilen219 Takipçiler

@BillAckman @epictrades1 What do you think of Campbell’s trading at a quarter-century low? $CPB
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Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend.
One of the best times in a long time to buy quality.
Ignore the bears.
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$SGMO is interesting. Very interesting.
But unfortunately the company in such perilous situation that it could literally be slashed in half tomorrow, followed by a R/S at $0.15, only to bleed out from $1.5 down to $1 after a possible offering to get them through launch and PDUFA date.
I like the fabry treatment, but the setup is awful. I might miss the boat, but either way, its the right decision.
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@TheBull_Stocks $BOXL has $44M of debt. How are they gonna pay it, given they are cash flow negative?!
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$BOXL $900K vs $10.63 million cash!
currently trading 10X below cash value!

TheBull@TheBull_Stocks
$BOXL has decent short interest/short sale % could get squeezy at some point!
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@Franca_ole @blackswantrader Near mathematical certainty $SGMO announces a reverse split next week.
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The agreement between $SGMO and Genentech (a $RHHBY subsidiary) outlines a strategic collaboration to develop gene therapies, particularly for neurological disorders. Sangamo will provide its gene regulation technologies (e.g. zinc finger proteins) and viral vector systems, while Genentech will receive an exclusive license to develop and commercialize therapies based on these technologies.
The collaboration is structured such that both companies will initially work together on early research and development phases, while Genentech will later take over clinical development, regulatory approval and commercialization. Sangamo retains the underlying intellectual property but grants Genentech extensive rights of use for the agreed-upon programs.
Financially, the agreement includes an upfront payment as well as potential milestone payments and revenue-based royalties. Overall, this is a typical biotech-pharma deal in which Sangamo acts as the technology provider and Genentech handles the commercialization.
contracts.justia.com/companies/sang…

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@GothamGirl_1 @BiotechAnalysst @SangamoTx @sandymacrae23 @JohnMarkels Prove me wrong. Only two ways for $SGMO to remain listed:
Scenario A: stock magically rises 300% in next 3 weeks.
Scenario B: reverse split.
Which scenario is more likely?
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$SGMO It has been more than 30 days since @BiotechAnalysst posted this misinformation about Sangamo's ST-503 trial. There is no evidence that more sites opened nor that dose escalation is underway. #Fraud @SangamoTx @sandymacrae23 @sandymacrae23 @JohnMarkels
GothamGirl@GothamGirl_1
Everyone should block @BiotechAnalysst He is the same idiot who posts every time a hedge fund increases their $SGMO holdings but he never posts about the decreases. There is no evidence to support his post from today.
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Hey @UDelaware I’m scheduling a campus tour for my daughter. Why does your form ask for the color of her skin? How is it relevant for a walking tour?! And your gender identity question offers an option “demigender”. I’m an alum; it’s embarrassing!
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@blackswantrader @trx0001 @SangamoTx Needing imminently for your share price to exceed $1.00 for 10 days, without a reverse split, is a near mathematical impossibility. $sgmo
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$SGMO @SangamoTx
Phenylketonuria (PKU)
Huntington’s disease
Prion disease
Amyotrophic lateral sclerosis (ALS)
Multiple sclerosis
Inflammatory bowel disease
All for naught with these thieves
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@ZinselmeyerB @blackswantrader @BiotechAnalysst @SangamoTx It is a mathematical certainty that $SGMO announces a reverse split in the next 20 days.
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@blackswantrader @BiotechAnalysst @SangamoTx Would BridgeBio $BBIO be an interesting partner or potential buyer for $SGMO ’s Fabry gene therapy? @SangamoTx

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@wintament It is a mathematical certainty that $SGMO announces a reverse split in the next 20 days.
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@wintament I think the neuro target is Huntingtons from $SGMO.. They (Takeda) have been sitting on it for years.. Ideally, Takeda would negotiate a Stac-bbb deal (to deliver Huntington the solution) as part of a Fabry deal. Do that, and both indications can take off...
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$sgmo $XBI @SangamoTx
I think Monday we’ll receive the bad news and solidify the scam and failure that Sandy Maccrae and Sangamo have always been.
Biotech is riddled with fraud. Reverse split Monday, someone stop the corruption
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@RNAiAnalyst: CNBC keeps covering trivial topics like Iran, AI fears, jobs report etc. But the more globally-relevant topic is the near 100% certainty that $SGMO will do a reverse split. And soon.
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@Franca_ole @Steve72354669 When your only bullish argument is “don’t worry: the company is able to massively dilute”, it’s a pretty good indicator that your investment sucks.
And you suck, too.
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$SGMO can issue up to 960 million of its common shares and up to 5 million preferred shares, for example for financing or partnership purposes – even though significantly fewer shares (approx. 370 million) are currently actually issued and in circulation. Delisting from stock exchange trading is not a realistic scenario!
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The blanket assertion that $SGMO has produced nothing worthwhile is clearly inadequate and ignores essential facts. Anyone who takes a closer look at the company will quickly realize that Sangamo has built up substantial expertise in the field of gene editing over decades. In particular, the company's proprietary zinc finger technology is one of the best characterized and patented platforms in the field. Zinc finger nucleases (ZFNs) were one of the first precisely applicable gene editing technologies and remain an important basis for targeted genetic modifications today – with extensive intellectual property rights and industrial experience.
In addition, Sangamo has broad patent portfolios that include not only classic gene editing but also regulatory systems and innovative platforms such as STAC-BBB (Systemic Targeted AAV Capsid), which aim to improve the crossing of the blood-brain barrier. This represents a highly relevant technological approach, particularly with regard to neurological diseases. In the field of epigenetic regulation and MINT-based gene modulation (Modular In Vivo Nuclease Technology), it is also clear that the research conducted here was by no means superficial, but rather built on long-term platform expertise.
Another key point is the pipeline. With Isaralgagene civaparvovec (Isavec or ST-920) for the treatment of Fabry disease and Giroctocogene fitelparvovec for the treatment of hemophilia A, gene therapy programs are at an advanced stage, close to approval.
In addition, there are other programs such as ST-503, which targets Nav1.7 as a target structure for pain therapies, and STN-506 in the field of prion diseases – both highly innovative and medically relevant indication areas with significant unmet needs.
Of course, biotechnology is a high-risk field in which development times are long and setbacks are not uncommon. However, to conclude from this that a company has produced nothing worthwhile ignores both the technological substance and the clinical pipeline. Sangamo is a prime example of research-intensive platform biotechnology: with deep intellectual property, innovative approaches, and several clinically advanced programs. An objective assessment should take these aspects into account – instead of reducing complex scientific developments to undifferentiated blanket criticism.
trx000@trx0001
$SGMO @SangamoTx 30 years in business. Still not a single product on the market. Endless dilution & broken promises while shareholders pay the price. Either get acquired or shut it down. The Sangamo name doesn’t deserve to continue. Either cement your legacy in failure or speak
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