Oct. 4 at 2:16 PM
$SGMO
🧬 SGMO — Catalyst Stack (October 2025)
Fabry STAAR Data Confirmed
• FDA accepted eGFR slope at 52 weeks as basis for Accelerated Approval
• SGMO intends to file BLA in 2026
• Presented at ICIEM 2025 (Kyoto) on Sept 4
Breakout Price Action
• Broke out of
$0.5610–
$0.5650 zone
• Hit
$0.7259 on Sept 30 — highest since June 27
• Holding coil at
$0.67 with elevated volume
Insider & Institutional Positioning
• Jacobs Levy Equity Management bought 555K shares (Sept 15)
• GSA Capital Partners increased position (Aug 4)
• ⚠️ Goldman Sachs sold 651K shares (Sept 25)
Government Tailwinds
• FDA tone favors rare disease acceleration
• SEC deregulation boosts BD attractiveness
• Trump’s 100% pharma import tariff now active — SGMO is exempt
• Powell’s dovish tone supports biotech risk-on flow
BD/M&A Potential
• SGMO’s Fabry program is de-risked and scalable
• No current BD deal filed — traders watching for 8-K or insider buying
• Sympathy setups: APLT, BPMC, BMRN