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Biotech / Medical : Regeneron Pharmaceuticals -- Ignore unavailable to you. Want to Upgrade?

To: DewDiligence_on_SI who wrote (2976)	6/1/2020 6:18:01 PM
From: Miljenko Zuanic	Respond to of 3557

<Can hemophilia-A and -B markets support so many players? Is this a winner-take-all proposition?> Definitely, I am not one who can answer correctly here. I am one who think field is crowded (good multiple players already exist), and selective/specific targeting (liver) by CRISP may still be science fictions ! It is good that REGN is involved in the field and is trying, Intellia may be a good partner, but hem-A/B probably is off at this point. What is going on, for instance, with hearing Abs collaboration, or with viral-gene collaboration, or with...REGN talk only what is REGN doing! Sometimes, we need to hear colaborative efforts. They NEVER prised Sanofi for their ANY scientific contributions??!! It is ALL REGN!!!! Is it????

To: DewDiligence_on_SI who wrote (2976)	6/3/2020 12:53:27 PM
From: CuttingEdge Bio	1 Recommendation Recommended By DewDiligence_on_SI Respond to of 3557

There are too many warts on the existing developing hemo geneTx treatments, that the theory behind this is too good to pass up. No AAV involved at all, which means redose at will. And they also don't have the crispr components sitting in the cell forever waiting for DNA breaks to do nonspecific cuts or integrations (like other crispr players would) as it's designed as a transient expression. In my opinion, IN THEORY, this is a big solution and if it gets into clinic soon and shows something big soon in patient results, it could put the idea in people's heads to wait for it! Could throw a wrench for some of the upcoming launches that are ahead of them. They would have to move as quickly as possible to mitigate the real risk of market being saturated by one-time treatments and temporarily curing the patients out of the market. Then again, if those fade away like Valrox, the patients "removed" from market, may return to market in a handful of years.