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  • Update: Exact Sciences' Cologuard Has Been Approved By FDA [View article]
    Thank you! New info was the price, double my original numbers, immediate funding approval, and the three year frequency.
    Aug 16 11:31 AM | Likes Like |Link to Comment
  • Sangamo BioSciences (SGMO -4.5%) takes a bit of a hit this morning, despite the presentation of new data demonstrating the successful application of its In Vivo Protein Replacement Platform in a mouse model. The company, in partnership with Shire (SHPG +1.8%), is developing ZFP Therapeutics for both hemophilia A and B using this approach. The data was presented late last week at the 16th Annual Meeting of the American Society of Gene and Cell Therapy in Salt Lake City. [View news story]
    Way too many other applications for their technology not to have a piece of this company tucked away in the top drawer. Big companies way smarter then we are are investing large sums annually to have a piece of the various discoveries coming out of their pipeline. Very smart way of financing, producing much lower risk for the investor and long staying power for Sangamo to complete their promising projects. Don't let the short term noise shale you out of this stock!
    May 21 09:25 AM | Likes Like |Link to Comment
  • Sangamo BioSciences (SGMO -8.3%) slides after presenting new data from its program to develop a functional cure for HIV/AIDS in two presentations at the 20th Conference on Retroviruses and Opportunistic Infections. SGMO expects to present preliminary data in the first half of 2013 and the full data set from both trials by the end of 2013. [View news story]
    Have owned Sangamo more than two years and continue to be impressed with the management of this company. Instead of burning through cash and ultimately diluting their stock to raise capital, they have managed to convince large Pharmaceutical companies to contribute capital for pieces of specific product developments. Since these folks are considerably more knowledgable than I am at evaluating these future products, my confidence in SGMO having ultimate success is higher here then most other biotech or other speculative investments. An actual CURE for aids is pretty amazing if and when it comes about but the delivery technology that they have developed is equally interesting. Many major treatments could advance using these technologies and offers difficult to calculate future potential. My basic interest is long term, probably five years to see this research produce real earnings per share and have a better understanding of what their long potential can be.

    The recent price drop is understandable as profit taking into the good news announcement combined with an understanding that it still will be quite a while before earnings show up. Given it's strong financial position, this roller coaster ride doesn't seem too scary as long as you focus on the potential of some monster products coming out of their development pipeline. Although this stock will trade with a high beta, it's long term value with not depend on the market or the economy. Kind of nice addition to a portfolio when so many other names are so highly correlated to the market.
    Mar 7 10:53 AM | Likes Like |Link to Comment