Tom3 schreef op 12 september 2018 19:11:
Dit is wat mijn "collega" op Seeking Alpha Culleraa vandaag schrijft over ProQR:
What many reading the crispr hype think is that RNA methods are the ugly little sister compared to DNA-based. If one allows such broad terms. They do not realize that the RNA sector is valued at 30+B on just a few of the US players. PRoqr value is just some 2% of that and yet its pipeline is a leader in the field... not no. 1 but they are a lot closer to market than people (me too) thought.
Last week's results were a triple whammy to the ignorant: the LCA 10 program turned out to be much safer, more effective and much faster than anticipated even by the optimists. Had the cap been a decent 500+ m, each of those parameters could have independently doubled the market cap: so from .5 to 4 B valuation near approval.
We are now at some 0.8 B or so I guess so we could see a 3x share price gain again (just this last week we actually had the one I predicted on the result) over next 2 years? .. with dilution for cash included.
And as said above, the Axiomer program is exciting... if they can make an oligonucleotide therapy that gross the bbb in eg MPS watch out above.
The gorilla on the RNA side is Momenta... with equity investments by the majors, not just partnerships. DNA-based companies are at least 20ish B and clearly more with partner efforts included.
seekingalpha.com/news/3389547-proqr-t...