Sangamo 2018: Coming Up Short

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About: Sangamo Therapeutics, Inc. (SGMO), Includes: BIIB, GILD, NITE, NVS, ONCE, PFE, RHHBY, SNY, TAK
by: Marty Chilberg
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Marty Chilberg
Healthcare, growth at reasonable price, tech, Growth
Summary

Confusing data from the first in vivo genome editing trial and the decision to move to next generation editing technology pushed the Phase 3 decision for MPS II into 2020.

Hemophilia A gene therapy is progressing quickly per accounting disclosures.  It remains under the radar due to a lack of disclosure of "competitive data".

Clinical initiations for beta-thalassemia and hemophilia B were delayed for most of 2018.  Patients are now being dosed.

The investigational new drug application for Fabry, expected in early 2018, was delayed for undisclosed reasons.  It was approved by the FDA in January 2019 with initiation expected by year end.

Double Helix Image NIH

Sangamo (SGMO) closed the book on 2018 last week when they hosted their 4Q18 earnings call. 2018 had started with tremendous promise following the October 2017 first-ever in