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Strategies & Market Trends : Wolfgangrene's charts

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To: Biotech Jim who wrote (1539)9/15/2015 9:36:05 PM
From: Biotech Jim1 Recommendation

Recommended By
The Ox

   of 3976
 
OK, I looked into AGTC a bit but did not do a thorough analysis. It is an interesting early stage gene therapy company with an apparently solid BIIB collaboration. For buying the stock, it depends if it is for a trade vs that of a longer term investement. Personally, I do not invest in gene therapy companies with the recent exception of JUNO and BLUE.

For a trade, it looks good as solid nascent company. For a longer term investment, to me it lacks longer term human data on longevity of the gene expression and safety of the AAV vectors/approach etc. I would need to follow the company more closely and carefully analyze all clinical and all safety data before I would jump in. There should be lots of opportunities to make an investment over the next 2-3 years.
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