Sangamo Therapeutics, Inc. (SGMO) – Soeren Berlin
Pitch Summary: The author has made Sangamo Therapeutics their top biotech conviction, concentrating 60% of their portfolio in SGMO because they believe the market is massively mispricing a late-stage turnaround. The core of the thesis is ST-920, a Fabry gene therapy with striking Phase 1/2 data (improved kidney function, patients coming off ERT) and an […]
