Feb. 6 at 12:11 AM
$SGMO It seems virtually impossible to execute a reverse split within the required timeframe, so the realistic options now are a merger, strategic partnerships, or obtaining an extension on the delisting deadline.
Looking at the data, if you factor in potential rate cuts, the end of quantitative tightening, the start of a 40 billion dollar short‑term Treasury purchase program, the One Beautiful Bill Act, deregulation, tax cuts, and the America First Economic Patriotism Act, SGMO is positioned to benefit significantly from a more supportive macro and policy environment.
On top of that, SGMO has multiple very strong clinical trial readouts, so once the funding overhang is resolved, it feels like there is mainly upside left in the story. In other words, the key is simply fixing the balance sheet and securing adequate financing.
If several large companies step in with partnership deals, that should be enough to unlock the value, and the probability of that happening looks very high
