1. Scrip
  2. >>Business
  3. >>Stock Watch

Stock Watch: Not So Fast, Gene Editors

Ground-breaking Phase I Results For Gene Editing Light An Early Fuse

 
• By Andy Smith

Intellia’s announcement of the first in vitro gene editing proof of principle sent shockwaves through the life science investment space. But are there still many known unknowns.

Stock Watch Image, Andy Smith
ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

In a week when the merger of a neutron star and a black hole was reported to have disrupted the very fabric of space-time, the announcement of the first results of a successful in vivo gene editing study in humans elicited a seismic stock market shift back here on Earth. In contrast with cosmic events that occur millions of light years away, the time and risks from interim Phase I results to commercialization are prone to underestimation.

The recent conference presentation and journal publication of the first human data in six patients with hereditary transthyretin amyloidosis with...

Read the full article – start your free trial today!

Join thousands of industry professionals who rely on Scrip for daily insights

  • Start your 7-day free trial
  • Explore trusted news, analysis, and insights
  • Access comprehensive global coverage
  • Enjoy instant access – no credit card required
Start Free Trial

Already a subscriber?

More from Stock Watch

Stock Watch: AstraZeneca And Bayer Rally But Only One Deserves It

 
• By Andy Smith

AstraZeneca reported healthy results for the third quarter and its share price went up. Bayer reported poor results and its share price went up even more.

Stock Watch: Addressing Pfizer’s Pandemic Revenue Replacement

 
• By Andy Smith

As the tide keeps receding on Pfizer’s pandemic product revenues, their replacement was to come from acquisitions. Seagen and Metsera have shown that execution and overpaying are key risks.

Stock Watch: CEO’s Bullish Projection Helps GSK Outshine Merck

 
• By Andy Smith

Reduced immunization rates in the US marred the results of both GSK and Merck, but with Merck’s biggest drug approaching its loss of exclusivity, lower vaccine sales and sluggish new product revenues spooked investors. GSK left more room for optimism.

Stock Watch: Sanofi Basks While Novartis Falters As Their Biggest Products’ Fates Diverge

 
• By Andy Smith

Stock reactions to Sanofi’s and Novartis’s third-quarter results differed and involved a number of moving parts, including weak influenza vaccine sales at Sanofi. Both results were dominated by sales of their biggest drugs.

More from Business

Sibeprenlimab’s US Accelerated Approval Drives IgAN Competition Forward

 
• By Lisa Takagi

Following US approval of its first-in-class drug for IgAN sibeprelimab, Otsuka is planning an sNDA for an autoinjector in 2026 and is in talks with regulatory authorities in Japan and Europe.

The Rise of China Biopharma – Five Themes In 2025

 
• By Andrew McConaghie

The growth of China’s biopharma sector has been perhaps the most significant sector trend this year – Scrip outlines five themes that have emerged during 2025 and in discussions at the recent Jefferies conference in London.

Lundbeck Concedes Avadel Bidding War, But Remains On The Hunt

 
• By Manas Mishra

Lundbeck does not plan to raise its offer for sleep specialist Avadel, clearing the way for Alkermes to win the two-way bidding war.