Sangamo Biosciences, Inc. (NASDAQ:SGMO)

CAPS Rating: 2 out of 5

The Company deals in the research, development and commercialization of DNA-binding proteins for the therapeutic regulation and modification of disease-related genes.

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Member Avatar grahamfordummies (62.11) Submitted: 5/23/2013 7:21:34 PM : Outperform Start Price: $7.96 SGMO Score: +62.43

Major disruptive technology shows early potential to cure HIV/AIDS. Disruption of the CCR5 gene appears to knock out the virus in circulating cells, but also in the reservoirs. Hence, a sustained viral response would be a cure, as no virus would remain to replicate. Still only a $400 million market cap, so risk/reward tradeoff remains very favorable. Zinc Finger (dna targeting) Protein (ZFP) platform has numerous potential applications including AgriScience and proof of concept established in treating lysosomal storage disorders.Several years of cash with low burn and multiple milestone opportunities.

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Member Avatar tkurras612 (< 20) Submitted: 1/27/2013 9:04:31 PM : Outperform Start Price: $9.85 SGMO Score: +18.01

in phase 3 testing for HIV drug

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Member Avatar phatchips767 (< 20) Submitted: 1/17/2013 1:47:02 PM : Outperform Start Price: $8.87 SGMO Score: +31.88

a bioscience company which went up 173% for portofielle

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Member Avatar zzlangerhans (99.73) Submitted: 11/16/2012 1:23:32 AM : Outperform Start Price: $4.99 SGMO Score: +143.21

I'm taking another shot at Sangamo, one of the companies I've has the least success with. I've changed my hands off approach not so much because of anything that has happened at Sangamo, but because of what happened at Sarepta in July of this year. At that time, Sarepta was a small biopharma tackling a major disease and had released some encouraging findings that weren't enough to change the market's perception of them as a permanent disappointer. Of course, we know now that Sarepta was about to drop the biggest shocker of 2012.

Sangamo has also had a very spotty history with their zinc finger technology, spending years and countless tens of millions of dollars on a dead end drug for diabetic neuropathy. More recently, they excited the street with the development of a zinc finger CCR5 blocker for HIV. A year ago, the company released mixed results from an early trial showing that only one of six patients was able to reach an undetectable viral load after cessation of anti-retroviral therapy. The company is now conducting phase II trials of the zinc finger CCR5 blocker SB-728 in CCR5 heterozygotes and HIV wild types with lymphopenic preconditioning.

The situation reminds me strongly of Sarepta - possible proof of concept data without dramatic clinical results - yet. In retrospect, the street underestimated the importance of dystrophin expression in the trial and focused on the lack of clinical effect. Of course, it turned out that it was simply too early to see the clinical effect. Similarly, there's a good chance that the upcoming phase II data will prove to be much more impressive from a clinical perspective than the previous trial, which could cause Sangamo stock to jump by a factor of 10 the way Sarepta's did beginning in July.

I wouldn't put real money into Sangamo here until there's some encouraging preliminary data from the phase II trials and the stock has been partially derisked. I told someone on Twitter that I try to minimize gambling on biopharma results. But there's no reason to be so conservative in CAPS, where the worst thing I can lose is points. When it comes to Sangamo, I've already been there more than once.

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Member Avatar dsurdyka (56.45) Submitted: 7/11/2012 11:12:20 PM : Outperform Start Price: $5.21 SGMO Score: +128.78

Innovative technology with potential for multiple products In some huge markets like HIV/AIDS treatment but definitely a speculative investment. Products still in clinical trials.

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Member Avatar solanZRaider (< 20) Submitted: 1/31/2012 3:54:03 PM : Outperform Start Price: $3.45 SGMO Score: +263.57

MylesPatrick & portefeuille

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Member Avatar siri22 (< 20) Submitted: 10/3/2011 6:21:54 PM : Outperform Start Price: $3.00 SGMO Score: +294.31

Another bio-med with promise

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Member Avatar TMFBiologyFool (98.65) Submitted: 9/29/2011 11:59:24 AM : Outperform Start Price: $4.60 SGMO Score: +143.96

Good technology, but things need to be worked out. This is more of a buy and forget stock.

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Member Avatar elixandre (< 20) Submitted: 9/18/2011 2:15:36 PM : Outperform Start Price: $6.16 SGMO Score: +71.17

i'm going to buy this immediately. i've been reading about zinc-finger proteins and i'm convinced it's a revolutionary technology to which Sangamo holds almost all the patents.

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Member Avatar danyariv314 (< 20) Submitted: 6/8/2011 5:03:11 AM : Outperform Start Price: $6.28 SGMO Score: +78.01

new technnology of zinc finger with great potential in bio-engineering especially conic diseases lie diabetes and not lesser potential for HIV and HIV type. SGMO has manu patents or exclusive licences.

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Member Avatar rofgile (99.33) Submitted: 5/30/2011 12:32:45 AM : Outperform Start Price: $6.72 SGMO Score: +69.88

Zinc finger binding proteins is good technology (as in, brilliant). They have been working with Sigma-Aldrich (a much larger, and profitable company) to develop this further.
Here's hoping for a little luck and good results.

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Member Avatar mebrownj (30.97) Submitted: 3/23/2011 10:23:05 PM : Outperform Start Price: $7.80 SGMO Score: +36.42

SGMO has the tools to manipulate genes! Maybe not the definitive ones in the long run, but it will have a nice run until the better tools are developed. If their zinc finger tech can continually improve they will lead the market for the rest of the decade, if not longer.

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Member Avatar Bigdog2020 (89.80) Submitted: 1/14/2011 5:24:45 PM : Outperform Start Price: $8.39 SGMO Score: +22.46

These guys need a hit with their proprietary zinc finger technology... they may get will peripheral neuropathy... a real gamble in a way (not a schrewd, long term investment... perhaps) but the are on to something and sentiment may carry the day.

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Member Avatar kareng13 (< 20) Submitted: 12/22/2010 1:32:50 PM : Outperform Start Price: $6.87 SGMO Score: +55.31

Sangamo BioSciences has a strong therapeutic pipeline with their lead product for Diabetic Neuropathy in Phase II B of development. I would certainly want to be a shareholder once and if the treatment is commercialized. Within the past month and a half, the stock has doubled. I'd get in now.

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Member Avatar pokbluefool (39.55) Submitted: 11/4/2010 9:45:41 AM : Outperform Start Price: $4.09 SGMO Score: +188.61

SGMO's proprietary Zinc Finger technology is finally gaining traction w/ academia and big pharma. Established relationships with Dow Agro Sciences and Sigma Aldrich starting to drive revenue. Human therapeutics work in HIV and diabetic neuropathy is a potential goldmine. Even at $20 per share, company will ONLY be $1B capitalization. The risk to reward for this stock is OUTRAGEOUS !!!!!!!

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Member Avatar jebiii (< 20) Submitted: 4/29/2009 9:09:09 PM : Outperform Start Price: $4.48 SGMO Score: +99.67

Genetic engineering technology will dramatically change agriculture and healthcare. HIV treat now in phase I trials.

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Member Avatar pick1998 (78.68) Submitted: 2/2/2009 4:23:40 PM : Underperform Start Price: $4.81 SGMO Score: -62.60

I can name many of reasons to short SGMO (failed neurological pain trial, low cash, basic science of gene therapy...). In one sentence, I think this zinc finger is not yet for human therapy. It may be good for plants, because you can breed a new variety by screening millions of transgenic plants. It is not practical in human being.

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Member Avatar pita99 (< 20) Submitted: 12/19/2008 9:46:51 PM : Underperform Start Price: $3.75 SGMO Score: -158.93

Needs the FDA approval on one of their proposals.

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Member Avatar Windmut (< 20) Submitted: 10/14/2008 3:40:30 PM : Outperform Start Price: $6.98 SGMO Score: +10.01

Wall street does not understand the business model since it does not match up with any biopharm or pharmaceutical company.

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Member Avatar s03244adir (< 20) Submitted: 9/13/2008 4:37:26 PM : Outperform Start Price: $7.86 SGMO Score: +20.11

will be bought out

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