Q2 Earnings Release – Update on AIMT ADMS MDGL ONCE

Today I go through various Q2 earnings reports and see where each company stands relative to its value. I spend most of my time talking about the drop in ONCE and whether or not it is an overreaction.

*This is not investment advice*

 

I was wrong about Zogenix! FDA updates guidelines for gene therapy.

Note: I meant to say that sub-1% factor activity is SEVERE hemophilia. Normal is from 50% to 150%.

Today I talk again about Zogenix because I was wrong about Study 2 being priced in! Congrats to the ZGNX holders. I also talk about the new FDA guidelines on gene therapy for hemophilia and its implications for spark tx ($ONCE).

Follow me @matthewlepoire

*This is not investment or trading advice*

 

Novartis buys Avexis!

-Novartis buys gene therapy company, Avexis for $8.7 billion
http://investors.avexis.com/phoenix.zhtml?c=254285&p=irol-newsArticle&ID=2341482

-Spark is another gene therapy company I like, involved in hemophilia and eye-related blindness diseases
http://sparktx.com/

Follow me on twitter @matthewlepoire

 
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