2Sem.
Great idea. Do you work in the field yourself so that you can write in such detail about therapies and effectiveness, or is that AI-generated?
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@Multibagger Thank you! 😊 I've been intensively involved with the company since I joined Sangamo. I regularly receive news (Google Alerts and the Sangamo newsletter), read specialist articles and follow studies so that I don't miss anything. As a result of my hobby, I trained as a paramedic and that helps me to be able to translate one or two technical terms and understand the context. But my wife, who has been working in healthcare for over 20 years (university hospital and other clinics), is the brain behind the whole thing - she often helps me to understand the medical background with her definitely greater specialist knowledge. So I am constantly learning.
Basically, I'm someone who dives deep into a topic when it really grabs me. Shiya had me hooked with RocketLab, but I've been doing additional research and following everything about RocketLab. I literally soak it up. I think you have to with a 9 kEUR investment 😅And it's the same with genetic medicine - also because I've experienced in my family what diseases like Parkinson's can do. I firmly believe that with companies like Sangamo, we are on the verge of experiencing real breakthroughs.
Incidentally, much of what I write in my article is openly available in official documents - for example in the Sangamo presentations and study posters (WORLD Symposium, ICIEM 2025, "Derisking milestones" PDF) or in summaries on genengnews.com, biopharmadive.com, Investing.com, and other platforms that prepare the clinical data well and explain it in an understandable way.
It doesn't take AI to find this - just curiosity, time and the will to make up your own mind. ^^
And sure, I also use AI - but deliberately as a research amplifier, not as a substitute. Example: When the CFO announced her resignation, I immediately looked at her LinkedIn profile, read the SEC filing and checked whether there was a problem. Result: orderly transition to a private AI company, no dispute, she stays part-time to hand over.
AI helps me with structuring and cross-checking, but the actual work remains manual work - reading, comparing, questioning. Especially when there is loud criticism of the CEO on X, I always ask myself: Who is behind it? What agenda? What kind of whistleblowing? etc.
Basically, I'm someone who dives deep into a topic when it really grabs me. Shiya had me hooked with RocketLab, but I've been doing additional research and following everything about RocketLab. I literally soak it up. I think you have to with a 9 kEUR investment 😅And it's the same with genetic medicine - also because I've experienced in my family what diseases like Parkinson's can do. I firmly believe that with companies like Sangamo, we are on the verge of experiencing real breakthroughs.
Incidentally, much of what I write in my article is openly available in official documents - for example in the Sangamo presentations and study posters (WORLD Symposium, ICIEM 2025, "Derisking milestones" PDF) or in summaries on genengnews.com, biopharmadive.com, Investing.com, and other platforms that prepare the clinical data well and explain it in an understandable way.
It doesn't take AI to find this - just curiosity, time and the will to make up your own mind. ^^
And sure, I also use AI - but deliberately as a research amplifier, not as a substitute. Example: When the CFO announced her resignation, I immediately looked at her LinkedIn profile, read the SEC filing and checked whether there was a problem. Result: orderly transition to a private AI company, no dispute, she stays part-time to hand over.
AI helps me with structuring and cross-checking, but the actual work remains manual work - reading, comparing, questioning. Especially when there is loud criticism of the CEO on X, I always ask myself: Who is behind it? What agenda? What kind of whistleblowing? etc.
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•2Sem.
@PIXELINVESTOR That sounds reasonable. I'll put it on my watch list. And if I have a few € left over, I might speculate on approval next year. I have a large biotech stock in my portfolio at $BNTX. I'm also more interested in companies whose research is aimed at preventing or permanently curing diseases. And not just to develop drugs that relieve pain.
In the case of your company, I miss the long-term cash generation, at least for the first application. A rare disease that can be completely cured does not generate recurring income. So you can't shift the current market volume of the medication.
In the case of your company, I miss the long-term cash generation, at least for the first application. A rare disease that can be completely cured does not generate recurring income. So you can't shift the current market volume of the medication.
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