gene-therapy-aav theme · 2 dossiers

Gene-therapy shots-on-goal re-rate has cooled from ACCELERATING to MATURING after the Apr cluster (J&J bota-vec buyback, xerostomia Breakthrough, Hologen up-to-$430M). Stock rolled ~24% off the $11.85 high and on 2026-06-05 closed $9.00,…

Rett gene therapy narrative re-rated from clinical binary to BLA execution: FDA aligned on a single-arm pivotal with potential BLA off the REVEAL six-month interim, cash funded into 2028 kills the dilution overhang, and Part A shows 100%…