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

-Spark is another gene therapy company I like, involved in hemophilia and eye-related blindness diseases

Follow me on twitter @matthewlepoire

%d bloggers like this: