Mar. 31 at 1:32 AM
$SGMO I thank God for this trial.
I’ve had an on-again, off-again relationship with the stock market come back for a year, leave for a year, but I’ve never made a dollar trading. Only losses. Tens of thousands. I don’t have the fortitude for it.
Sangamo was always my exception. I held since 2018 no matter what. At first it was hemophilia A that always made my confidence in SGMO rock solid.
When that failed, there was no real thesis left. I stayed anyway, telling myself I’d wait for Fabry, even though I wasn’t sold. FABRY it’s a crowded space
$BMRN $PLX on and on. Deep down, I knew wall st doesn’t reward functional cures. Gene therapy threatens recurring revenue. The fat cats aren’t backing yhat
Then I convinced myself Nav1.7 was the future. It is promising, but even there,
$CRSP can target similar pathways. The edge is not there
I always knew with Sandy leading, success was unlikely. A great doctor and no urgency to bring anything to market. Spread too thin across too many
