December 3rd Biotech Update

The broader market backdrop is not nearly as positive with some China fears creeping into the market but the sector remains strong. I still think the stock reactions to ASH data this weekend will go a long way in signaling expectations and whether they have become extended. So for me I will be watching not […]

Dr. James Wilson Paper About Safety Concerns, Is Not Sarepta’s Concern!

Today morning, most of the gene-therapy stocks including SLDB, AVXS, ONCE, RGNX, BOLD, ABEO and even SRPT Stumbled following Dr. James Wilson paper published online “Severe toxicity in nonhuman primates and piglets following high-dose intravenous administration of an AAV vector expressing human SMN” (link to the paper) highlighting the toxicity in NHP- non-human primate study. […]