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).

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*This is not investment or trading advice*


Is Zogenix’ Study 2 Priced in?

Be careful with highly anticipated events that are expecting positive data! Today, I talk about Zogenix and their expected Phase 3 results. They previously showed good data in their Phase 3 Study 1 trial but this time with patients taking Stiripentol. Try not to get caught playing events that are priced in like FDA approval of GW’s Epidiolex.

Follow me @matthewlepoire


*This is not investment advice*

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