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No. of Recommendations: 1
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)
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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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