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Biotech / Medical : 2012 Biotech Charity Contest
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To: Biotech Jim who wrote (447)1/3/2013 4:45:33 PM
From: scaram(o)uche  Read Replies (1) of 513
 
SGMO.... it's been like watching a glacier. Know the CEO from a position that he prefers to leave off of resume, V.P. Business Development at BioTherapeutics (Memphis). Thus have followed SGMO from it's very earliest days. Spent a ton of time in-house during the first days, being courted as a VC. Heh. You, of all people, know about my skills in that area.

Anyway...... there was a GREAT webcast available at the website, a couple of months ago. Maybe from a R&D Day? Great update. But that's all I know, the company line. Quarterly webcast gives me confidence that there will be buzz re. CROI. Know only the company line.

Low burn model, as you note re. plants.

edit: looks like it must be the analyst briefing of 12/6. Certain that you've already listened. I'm going to need to listen again.... I thought the CROI commentary was somewhere else, but timing for the last quaterly doesn't make sense.
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