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Sangamo Therapeutics Part III: Elucidating The Prospects Of Amyotrophic Lateral Sclerosis

BioSci Capital Partners profile picture
BioSci Capital Partners
16.04K Followers

Summary

  • Part I research analyzed the overall investment thesis in Sangamo while emphasizing the Kite/Gilead partnership for zinc finger nuclease (“ZFN”) to enhance CAR-Ts.
  • Part II featured the HIV franchise as a hidden asset to add further upside.
  • Part III seeks to elucidate the prospects of amyotrophic lateral sclerosis (“ALS”).

The successful investor is usually an individual who is inherently interested in business problems. - The Father of Growth Investing (Philip Fisher)

In the past 3-month, the shares of Sangamo Therapeutics (NASDAQ:NASDAQ:SGMO) - a gene-editing bioscience focusing on the innovation and launch of novel medicines to treat cancers and life-threatening diseases - traded up more than 50%. Following the uptrend of other gene-editing stocks (like Crispr Therapeutics (NASDAQ:CRSP) that procured over 174% for subscribers of Integrated BioSci Investing), Sangamo exchanged hands $8.6 higher at $25.50. Of note, Sangamo shares appreciated due to the fundamentals developments, as featured in our parts I and II research. In this report, we’ll elucidate the underlying prospects of the ALS franchise.

Figure 1: Sangamo stock chart. (Source: StockCharts).

Fundamentals Analysis

Harnessing the power of the ZFN gene-editing platform, Sangamo is brewing an enriched pipeline of medicines to service various markets (as depicted in figure 2). Notably, there are several collaborative relationships of interest. The most notable is the recently inked partnership with Kite Pharma (NASDAQ:KITE) - a Gilead Science (NASDAQ:GILD) acquisition that is one of our 2017 top performers - for the innovation of the off-the-shelf CAR-Ts. Moreover, Bioverativ (NASDAQ:BIVV) is working with Sangamo for the development of medicine to treat both hemoglobinopathies (sickle cell disease and beta-thalassemia). With Shire Plc (NASDAQ:SHPG), the firm is developing a cure for Huntington’s disease. Furthermore, the Pfizer (NYSE:PFE) deal entails the therapeutic innovation for Hemophilia A and ALS.

Figure 2: Therapeutic pipeline. (Source: Sangamo)

That being said, we’ll elucidate the underlying fundamentals of the ALS segment, which is another hidden asset to add further value to Sangamo. To better appreciate the prospects of ALS, we wish to go over key underlying science. The motor neuron degenerative disease (ALS) is a relentlessly-progressive and presently-incurable condition, characterized by muscle weakness, disability, and eventually death. As one of the

Author’s Notes: We’re honored that you took the time to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Analyst Vu, and other PhDs), Integrated BioSci Investing (“IBI”) is delivering stellar returns. To name a few, Nektar, Spectrum, Atara, and Kite procured over 476%, 128%, 214%, and 83% profits, respectively. Our secret sauce is extreme due diligence with expert data analysis. The service features a once-weekly exclusive Alpha-Intelligence article, daily analysis/consulting, and model portfolios. Subscribe to our marketplace now to lock in the current price and save money for the future.

This article was written by

BioSci Capital Partners profile picture
16.04K Followers
As an astute devotee of Warren Buffet, Ben Graham, Phillip Fisher, Sir John Templeton, and Peter Lynch, Dr. Harvey devoured any resources/books on these gurus to learn their craft for over two decades. In the process, he refined their investment approaches specifically to biotech and founded Integrated BioSci Investing: The Number #1 Biotech Service for Long-Term Growth Investing and Power Catalyst Trading.  Since inception, our flagship portfolio has delivered over 31.23% annual average (i.e. 187.39% for roughly six years). As you can appreciate, we’re adept at assisting and serving institutional/retail investors/traders who are looking for alpha. Dividend investors wanting to boost your return can also benefit greatly from our investment research. We currently have over 20 docs in our service for us to tap into their clinical insight for your gains. Check out some of our binary event forecasts that lead to meteoric gain like the 359% single-day pop from Madrigal Pharmaceuticals (MDGL)’s NASH data release. During his training at the world-renown Columbia University, Harvey Tran, M.D., M.S., developed a passion/edge for analyzing the intricacies of various preclinical/clinical studies, biostatistics, and science/medicine. Importantly, it allowed the physician-scientist Harvey to realize the internal working of various therapeutic in-development that the market tends to overlook. In recent years, Dr. Harvey founded and led two healthcare roll-up companies. The endeavor helped him gain deep insight into the inner working of a corporate board. His experience as a consultant to common/professional investors and institutions gave him a huge advantage in biotech analysis. The combination of elite training and a passion for biotech provided Dr. Harvey with an aptitude for delivering highly accurate clinical data forecasting that is crucial to picking winning biotech investments for you.Follow us for the latest research. And, take our FREE 2-week trial to Integrated BioSci Investing to start your winning process now!Check out Dr. Harvey’s LinkTree for his complete experience. You can make your one good decision a year as Mr. Buffett recommended by checking out  Integrated BioSci Investing!

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Comments (16)

Marty Chilberg profile picture
I can't agree that ALS or HIV are hidden assets. I would strongly argue that both join the group of other disease targets (numerous) that are awaiting delivery progress to unlock their value. Alzheimer's is one example in the tau category joining perhaps a half dozen others that are in line if NHP monkey data shows AAV deliver past the BBB. CNS is a very large opportunity but the delivery has held it back.....at least so far as I referenced in my article published today
BioSci Capital Partners profile picture
Dear Marty Chilberg,

It's an honor to read the comment for a fellow author. While we disagree on the thesis, I respect and appreciate your insight. Thank you for sharing your analysis with my readers.

Best,
Dr. Tran
Chris Lau profile picture
What do you think of $EDIT, $CRSP?
Not gene editing stocks but bearish on $ANAB.
BioSci Capital Partners profile picture
Dear Chris Lau,

Thank you for commenting on my research. It is an honor to correspond with a stellar author as yourself. Per your inquiry, I'm quite bullish on Crispr, as the CRISPR/Cas9 system has been utilized by bacteria for hundreds of millions of years, we just recently fined tuning it for our own gene editing. As for EDIT, I did a cursory research on its pipeline and it looks promising. Be that as it may, I have yet to hammer on its finer details to be confident in its prospects as I do for Crispr.

Let me know if there is anything that I can do for you.

P.S. Thank you for sharing your info on ANAB.

Best,
Dr. Tran
m
Don’t forget CLLS and NTLA
k
Trade CRISP, sat long SGMO
marriottmare profile picture
Stay long on both Crsp and Sangamo, both r personalizing medicine!
BioSci Capital Partners profile picture
Dear readers,

Thanks for commenting on my articles and for sharing your keen insight. No doubt, Sangamo is an interesting company with key catalysts. Notably, I wish to share with you that there is now a total of three higher-level intelligence research on Sangamo (published in advanced for my Integrated BioSci Investing subscribers). The aforesaid articles explored this thesis in much greater details.

And, I invite you to take our FREE -week trial of my marketplace research. Sangamo asides, there are many companies that I featured in IBI that have favorable chances to appreciate multiple folds like Nektar.

http://bit.ly/2qW16ng

Best,
Dr. Tran
PACKER man profile picture
Stephen Hawking turned. 76 on Jan 8, 2018 so “might still be alive” is false news! Not to nitpick but Dr Hawking would take exceptiom to news of his demise! However, exc article; my best friend, also a brilliant scientist, died of ALS plus another good friend ofmine tho less renowned...I pray for a cure!
BioSci Capital Partners profile picture
Dear PACKER man

Thanks for commenting on my articles. Your insight is truly appreciated. ALS is a terrible disease that is in much needed for better treatment, asides riluzole.

Best,
Dr. Tran
B
Dr Tran, Thank you for the enlightening discussion of Sangamo's approach to treating ALS..There is an important typographical error that you will want to know about: Stephen Hawking is 'famous', not 'infamous' as mentioned in the article. This is not nitpicking even if someone claims it is. It boggles the mind to think what might happen if Hawking might be rejuvenated by Sangamo's treatment.
BioSci Capital Partners profile picture
Dear Benyas,

I appreciate you pointed out the typo error. I'll update it. I also agree that with the novel treatment for ALS, Stephen Hawking might still be alive. Thank you and enjoy your weekend.

Best,
Dr. Tran
p
profrn
09 Mar. 2018
I'm surprised you haven't mentioned the tauopathy-related diseases (e.g., Alzheimers) as another "hidden asset".
BioSci Capital Partners profile picture
Dear profrn,

Thanks for commenting on my article. ALS is a hidden asset because it is not mentioned as much as other molecules in the pipeline; however, it can have much value based on my analysis. As for Alzheimer, I either don't see convincing data or that I don't have an edge in its analysis.

Best,
Dr. Tran
MarineCorps profile picture
Thanks
BioSci Capital Partners profile picture
Dear MarineCorps,

You're welcome, my friend.

Best,
Dr. Tran
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