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Biotech / Medical : biotech firesales -- Ignore unavailable to you. Want to Upgrade?

To: Biotech Jim who wrote (3629)	11/29/2018 3:44:11 PM
From: semi_infinite	Read Replies (1) \| Respond to of 3661

Only a hand full have refused to budge during this dumping. VCEL, FTSV, AFMD as examples. I don't have ftsv (since I have tril) and been waiting for VCEL sellers to appear. Bought half of TRXC back recently when it broke $3. HAIR looks interesting to me and I nibbled some more (thinking they will follow the path of coolsculpt). VKTX i have been aggressive with since gap closing. MDGL added small near the low. Added to fgen. Added to eypt (commercial release by Q2). What's the story on achn? ot - tsla has been a rock despite early portion of risk off being grouped with faang.

To: Biotech Jim who wrote (3629)	12/17/2018 2:45:08 PM
From: tuck	Read Replies (1) \| Respond to of 3661

Achillion (ACHN) suddenly off 19% on another bad market day. They are going to present data on follow-on compounds to their lead program after market close, as well as updated data on the lead program itself. Did something bad leak? Edit: Interestingly, IFRX down almost as much. Is there supposed to be some class or target effect problem? If so, why is CCXI holding up? Cheers, Tuck

To: Biotech Jim who wrote (3629)	2/7/2019 12:02:46 PM
From: tuck	Read Replies (1) \| Respond to of 3661

Sangamo (SGMO) off ~35% on fail in early trial of MPS. Data was delayed by months, supposedly to ensure quality, but I am reading there were design issues. Their data does not show editing even happened, much less whether or not it was helpful. There were GAG reductions in a high dose cohort, so that's something, but expectations were high and data was mixed at best. The utility of the platform (ZFN) is still in question. Cheers, Tuck