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URL:  https://boards.fool.com/bump-im-trying-to-find-a-gene-therapy-company-to-34953572.aspx

Subject:  Re: Is gene therapy uninvestable? Date:  10/10/2021  8:19 PM
Author:  TMFfuma102 Number:  25643 of 25647

BUMP!

im trying to find a gene therapy company to be excited about now. I'm struggling! I cant even find a good picks & shovel play!

the rare disease gene therapy field has shown that it has poor uptake, poor reimbursement, and overall not great investability.

Rocket
Audentes
Regenx (failed recently)
Editas
Solid
Voyager
Kodiak

Im sure there are more. I was hoping something like Spark Therapeutics would be able to make an AAV platform for a series of rare genetic eye diseases, but that has never really sprung to fruition. and the GT market is so fragmented, its tough to see winners. This is looking *alot* like 2001 with the human genome biotech explosion (and to a lesser extent the RNAi hot streak). Plenty of opportunity and rosy lenses, but a rather full graveyard at the end of the day. ugh.
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