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Biotech Expert Eyes Sangamo (SGMO)
By: TheStockAdvisors.com Mar 10, 2011 | Stocks: SGMO,
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by John McCamant, editor The Medical Technology Stock Letter
Sangamo BioSciences (SGMO: 7.27, -0.43) has been receiving the kind of news that biotech companies dream of, with multiple main-stream news outlets picking up the story that the company is developing what may be a "functional cure" for AIDS.
The treatments that SGMO is developing are exciting, and we see this stock going much higher this year and in subsequent years based on clinical progress.
The company recently helped kick-off the 2011 Conference on Retroviruses and Opportunistic Infections in Boston.
The company offered an investigator presentation on the Phase I SB-728-902 trial of the company's treatment for HIV infection (SB-728).
This therapy was designed on the idea that certain people are immune to HIV infection because their T-cells do not express the protein (CCR5) that the virus uses to identify and infect the cells.
Clinicians remove a sample of the patient's blood, and certain white blood cells are separated and then treated with the zinc finger nuclease technology (ZFN).
The ZFN actually modifies the genetic code of the cells, turning off the gene that encodes for the protein CCR5. These cells are then re-injected into the patient.
The idea is that the injected cells, because they do not express CCR5, will not be susceptible to HIV infection.
The cells are therefore available to carry out their important immunological functions, protecting the patients from infection. Investigators and SGMO hope that this therapy will eventually be considered a "functional cure" for HIV/AIDS.
The news is definitely exciting. These data show that the therapy appears to be safe and offer proof of concept that the therapy may be effective in HIV patients.
More trials will obviously be needed to show this is actually an effective therapy. With that in mind, though, we are very happy with this initial presentation.
Most importantly but not surprisingly since this is an autologous procedure, the treatment appears to be safe and well tolerated.
The injected cells were found to persist and even multiply in the patients' bodies. Five of the six patients in the two cohorts discussed today experienced a durable improvement in CD4+ T-cell count after 12 months.
These patients also had sustained improvement in CD4:CD8 T-cell ratio, an indicator of immunological health. The data presented was from the first six patients, and up to 13 will eventually be enrolled in the trial.
Many investors are no doubt frustrated to see the stock dip, but this is classic sell-the-news activity that really doesn't concern us.
With solid science to back up their clinical progress, SGMO has come on to the radar screens of major investors. Considering the excitement that SGMO's is generating, we recommend adding to positions on dips under $8.
Biotech Expert Eyes Sangamo (SGMO)
By: TheStockAdvisors.com Mar 10, 2011 | Stocks: SGMO,
Bookmark: TwitterDeliciousDiggYahoo BuzzFacebookStumbleuponLinked InMy SpaceNewsvine Email Text Print
by John McCamant, editor The Medical Technology Stock Letter
Sangamo BioSciences (SGMO: 7.27, -0.43) has been receiving the kind of news that biotech companies dream of, with multiple main-stream news outlets picking up the story that the company is developing what may be a "functional cure" for AIDS.
The treatments that SGMO is developing are exciting, and we see this stock going much higher this year and in subsequent years based on clinical progress.
The company recently helped kick-off the 2011 Conference on Retroviruses and Opportunistic Infections in Boston.
The company offered an investigator presentation on the Phase I SB-728-902 trial of the company's treatment for HIV infection (SB-728).
This therapy was designed on the idea that certain people are immune to HIV infection because their T-cells do not express the protein (CCR5) that the virus uses to identify and infect the cells.
Clinicians remove a sample of the patient's blood, and certain white blood cells are separated and then treated with the zinc finger nuclease technology (ZFN).
The ZFN actually modifies the genetic code of the cells, turning off the gene that encodes for the protein CCR5. These cells are then re-injected into the patient.
The idea is that the injected cells, because they do not express CCR5, will not be susceptible to HIV infection.
The cells are therefore available to carry out their important immunological functions, protecting the patients from infection. Investigators and SGMO hope that this therapy will eventually be considered a "functional cure" for HIV/AIDS.
The news is definitely exciting. These data show that the therapy appears to be safe and offer proof of concept that the therapy may be effective in HIV patients.
More trials will obviously be needed to show this is actually an effective therapy. With that in mind, though, we are very happy with this initial presentation.
Most importantly but not surprisingly since this is an autologous procedure, the treatment appears to be safe and well tolerated.
The injected cells were found to persist and even multiply in the patients' bodies. Five of the six patients in the two cohorts discussed today experienced a durable improvement in CD4+ T-cell count after 12 months.
These patients also had sustained improvement in CD4:CD8 T-cell ratio, an indicator of immunological health. The data presented was from the first six patients, and up to 13 will eventually be enrolled in the trial.
Many investors are no doubt frustrated to see the stock dip, but this is classic sell-the-news activity that really doesn't concern us.
With solid science to back up their clinical progress, SGMO has come on to the radar screens of major investors. Considering the excitement that SGMO's is generating, we recommend adding to positions on dips under $8.
