an xconomy article suggests the drop in Gilead share price could be linked to Sangamo's positive 12 patient study results for their ZFN CCR5 gene therapy against HIV.
http://www.xconomy.com/san-francisco/2014/03/10/hiv-treatment-outlook-buoyed-by-sangamo-gene-therapy/
here's to disruptive gene therapy.
this HIV trial result is good for the gene therapy / Berlin Patient approach to an HIV cure. But it is a trial that started 3 years ago, and only takes out the CCR5 receptor.
Calimmune's is next generation compared to this trial of Sangamo's. Im thinking it'll be much more than a rumble rattling the crockery in the Gilead boardroom when Calimmune release their full dose trial results.
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