Sangamo Therapeutics (SGMO)

$SGMO I happened to login to post the thought that a RSplit is unlikely to happen, perhaps almost practically non possible given the timeline. True enough 30th March is pending "business updates". Short movement pushing prices down the past few days to pick up on weak hands shows the intent. More confident that of the rumoured companies, this late stage company is one of the few that actually is a partnership or BO target! Hold the shares tightly.

$SGMO ** FULL YEAR EARNINGS CALL ** https://finance.yahoo.com/sectors/healthcare/articles/sangamo-therapeutics-announces-fourth-quarter-200300484.html

$SGMO The March 30 call is really the April 27 catalyst in disguise. Whatever Sandy says on March 30 determines whether April 27 is a non-event or a crisis. The market will start pricing April 27 the moment the March 30 call ends. If the call is strong, April 27 disappears as a risk. If the call is weak, April 27 becomes a 4-week countdown to delisting that dominates every trading session. One date determines the other. March 30 is the real deadline.​​​​​​​​​​​​​​​​ Not investment advice.

$SGMO Sandy: "We have a deal. I bundled my home, auto and golf cart insurance today and saved thousands by switching to Biberty."

$SGMO The more I look at it they will likely have to get this up 250% to keep it above a buck before compliance. I know of no deal that will do that in the short time window they have. Unless they are really selling the company( not likely) I see no way they avoid ramming down the rs or begging for an extension.

$SGMO Sandy likes to announce deals the same day as earnings. I personally despise this as it sets up false expectations, but I'm hoping he has one for Monday.

$SGMO Sanders is this your best. Do you rate yourself as an “A” or even “A+”. Does your family make you sleep outside, even when it’s lightning…Here’s an idea reverse split this bitch 50 to 1, and then brag how you got share price up to $15. CEO does not stand for Chief Excrement Offender for all the shit you’ve been peddling….

$SGMO prediction: 1 for 30 RS announcement on March 30th. I think they have the votes. Avoid delisting the stock to $9 it drifts down to $6. Above $5 institutions are buying and Fabry deal finalized in late May or June. Stock runs to $25-$30 in next 12 weeks. They probably need 35% of the 80 percent retail owners to pass it.

$SGMO Delaware law states the minimum requirement to inform shareholders of a proxy vote is 10 days (not 10 business days). SGMO could announce the RS after hours on March 30th and still initiate it by April 14th which would get them in compliance. It's either that or they have some sort of news that they know will raise the share price 200% and sustain it for 10 days.

$SGMO OK I posted this within the thread signifying earnings call. This is what I wanted to know. What do you guys think they have planned? Are we 100% sure that they do not have time to pull a reverse split. We need to be above a dollar. What are the options that remain on the table at this point. I’m well below my average at 43. I’m in position to add a lot more. I’m just watching this trying to digest the information that we do have and holding my pistol. I can easily load up more, but I’m just trying to understand where we’re at.

$SGMO March 30. One day before the SEC deadline. They went to the absolute wire, exactly as we predicted. The good news: They announced it. That means the 10-K is substantially ready. Auditing firm has either signed off or is close enough that SGMO is confident they can file by March 31. If the audit were in trouble, they wouldn’t schedule the call, they’d file the NT 10-K extension instead. This effectively eliminates the late filing risk that I was worried about. What to expect from the call: The MD&A in the 10-K is the single most important document SGMO has filed in years. This is the do or die section! It must address every open question simultaneously: ∙ BLA status: how many modules remain, expected completion date, any FDA feedback ∙ Cash position: exact Dec 31 balance, post-offering math, runway projection ∙ Going-concern: the auditor’s exact language and whether it softened, held, or worsened from Q3 ∙ Partnership: any update on “early-stage business development discussions” ∙ Nasdaq compliance: their plan for April 27, which is now 28 days away when the call happens ∙ CFO search: whether Nikunj Jain remains interim or a permanent hire is coming The timing is strategic whether they admit it or not: March 30 after market close means the market digests overnight and reacts Tuesday March 31. That gives SGMO the maximum possible time to finalize every word in the filing. It also means if there’s bad news, they have the overnight buffer rather than a live intraday selloff. Impact on the stock: Tomorrow morning the order book should restructure. The catalyst anchor I have been sharing now exists. Those passive bids at $0.30-$0.31 should start migrating up because there’s a date to position against. Stocks, in my experience, typically have a 10-day run-up, increased trading volume, and buyers accumulating ahead of the report. This signals the beginning of a potential upward trend. The critical question for the call: The entire stock hinges on one word in the BLA section of MD&A. If it says anything close to “substantially complete” or “expect to complete submission in Q2 2026 as planned,” the stock reprices. If it hedges with “subject to ongoing FDA interaction” or “timeline may be extended,” the market reads that as a delay and sells. The silence broke. Now the clock runs to March 30.​​​​​​​​​​​​​​​​

$SGMO Fabry in Mid-phase talks means probably no news March 30th

$SGMO ER March 30th

$SGMO Finally https://www.benzinga.com/pressreleases/26/03/g51367450/sangamo-therapeutics-announces-fourth-quarter-and-full-year-2025-earnings-call

$SGMO What a disaster. They have nothing.

$SGMO I am not starting to think Fabry has no partner and they will sell their other assets to fund Fabry, which might not be a bad alternative if they can’t sell the entire company at a valuation that reflects their IP

$SGMO The order book is showing a retreat! Better yet I would call it a rout! $0.30 is the last round-number support before the stock enters territory it hasn’t traded in since the 52-week low of $0.35. If $0.30 breaks, there’s nothing visible below it. That is when the rout kicks in. The ask side is the other tell: 60,000 shares at $0.4010. That’s someone who planted a massive sell wall right at $0.40; the exact level the stock couldn’t break through yesterday. That wasn’t there before at that size. Someone is actively capping the upside now. What changed between yesterday and today: The structure flipped. Yesterday was buyers defending & sellers thinning. Today is sellers defending $0.40 with 60K shares and buyers retreating to $0.30-$0.31. The stock dropped 4% because the bid support evaporated. This is what happens when a catalyst-dependent stock has no catalyst on the calendar. The patient accumulators step back, the shorts get comfortable, & the price drifts toward the lower wall. Everything we have warned $SGMO about; the cost of silence; is playing out in real time on this order book.

$SGMO doubled at 0.343

$SGMO new 52-week low set at .34 today. Congratulations to us!

$SGMO .342 another new low

$SGMO what’s going to be the purpose of BLA if they are going to run the entire company to the ground?