Ann: Successful Delivery of CRIPR/Cas9 into Cells ex vivo, page-19

I tend to agree. They are now focussed on areas of real interest, crispr, peptide vax and ASO. They also still have the holy grail lurking in the background. For a long time they were focussed on a small deal, eg genetech, a few mill here and there, to get a bit further down the track. The rapid screening to me has made the difference, i think we were kept in the dark about how long that took until it went up in speed just recently, and they kept that quiet for good reason. Now it is a classic case of
1/ PYC have plenty money
2/ PYC have concrete targets
3/pretty much a big deal quite possible in 2019 ( ASO and I think Sarepta is more interested than we think, and if they are not they should be)
4/ we can take our own drug to clinic soon, just announcing that will see a rerate as people price in a chance of success. even 5% chance of success on a billion is 50m mcap.
5/no-one has really caught on that this is a bit like dropping 3 gears at the bottom of a big hill so you can motor up fast rather than just making it to the top in 5th
As a result the price has not moved yet, the confident ones have swacks, the rest want to see something before they get in. I think they will be surprised how hard it is to get in.

I see 5-6c by march/apri20 19 , or I will eat my hat.