Sangamo Therapeutics (SGMO)

$0.11 -0.07 (-37.27%)
Market Cap 73.58M
Revenue (ttm) 39.55M
Net Income (ttm) -122.93M
EPS (ttm) N/A
PE Ratio 0.00
Forward PE N/A
Profit Margin -310.82%
Debt to Equity Ratio 0.00
Volume 44,541,699
Avg Vol 10,731,998
Day's Range N/A - N/A
Shares Out 414.28M
Stochastic %K 4%
Beta 1.04
Analysts Sell
Price Target $3.75

Company Profile

Sangamo Therapeutics, Inc., a clinical-stage genomic medicine company, focuses on translating science into medicines that transform the lives of patients and families afflicted with serious diseases in the United States. The company's clinical-stage product candidates are ST-920, a gene therapy product candidate, which is in Phase 1/2 clinical study for the treatment of Fabry disease; small fiber neuropathy for chronic neuropathic pain, and prion disease; Phase 1/2 clinical trial to evaluate the...

Industry: Biotechnology
Sector: Healthcare
Phone: 510 970 6000
Address:
501 Canal Blvd, Richmond, United States
joe77w
joe77w Jul. 4 at 6:13 PM
$SGMO How much could be worth Hemo A and NAV 1.7?
0 · Reply
Wischmop
Wischmop Jul. 4 at 4:58 PM
$SGMO The Delaware bankruptcy court prevented this "silent theft" and forced an open auction process; the back door was slammed shut, and now everyone must enter through the front door in broad daylight. SGMO cannot be valued using standard metrics. In a typical transaction, analysts dutifully calculate the potential future returns from various clinical stages. However, in this specific auction scenario, Big Pharma is factoring in a much more brutal metric: the "cost of inaction" (what does it cost us if we do nothing?). For Sanofi, inaction could potentially cost them their multi-billion-dollar monopoly in the Fabry disease market. For pain specialists like Vertex, inaction might mean losing the unique opportunity to control the Nav 1.7 asset before a competitor does. For other CNS players, it means Lilly would hold absolute control over the best brain-delivery technology (capsids) for the next decade.
1 · Reply
Wischmop
Wischmop Jul. 4 at 4:54 PM
$SGMO The thwarted "stealth deal": Lilly and Astellas wanted to pull off the perfect "quiet deal." The plan was brazenly clever: set an extremely low price anchor, have the whole thing financed by a ruthless hedge fund, and surreptitiously carve the company out of the bankruptcy estate in record time. Lilly would have even secured the "pain asset" for free. They wanted to wrap the whole thing up before competitors like Sanofi or Novartis could even open their due diligence folders.
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joe77w
joe77w Jul. 3 at 9:14 PM
$SGMO 440 ok thx
1 · Reply
Wischmop
Wischmop Jul. 3 at 9:07 PM
$SGMO Excerpt from the First Day Declaration (Capital Structure): "As of the Petition Date, Sangamo Therapeutics, Inc. had authorized [...] shares of common stock, par value $0.01 per share. As of such date, there were approximately 440,000,000 shares of common stock issued and outstanding. If you are looking at the 414M figure, you are referencing the old Q1 10-Q from May 11. The final ATM dilution between May and the Chapter 11 filing on June 23 pushed the actual outstanding count to roughly 440M at the Petition Date."If anyone has other sources, please feel free to correct me. Fictional Example: Purchase Price: $350,000,000 Deduction for liabilities/DIP/costs: -$160,000,000 Proportion for Shareholders: $190,000,000 Calculation: $190,000,000 / 440,000,000 shares = ~$0.43 per share
2 · Reply
joe77w
joe77w Jul. 3 at 9:06 PM
$SGMO https://www.google.com/url?q=https://www.masslive.com/news/2026/06/biotech-firm-files-for-bankruptcy-with-115m-debt-eli-lilly-astellas-bet-on-it-anyway.html
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joe77w
joe77w Jul. 3 at 8:50 PM
$SGMO 160 mln USD total liabilities and dip and ch11 l&a costs Is nearly .39 per share. If assets, PURE SPECULATION, WHEN and IF sold for 350 mln USD , EQUITY holders could claim .40 per share, am I right or wrong? 190/414= .46 per share 6x current pps, am I right or wrong?
0 · Reply
Wischmop
Wischmop Jul. 3 at 8:29 PM
$SGMO The figure of approximately $160 million is composed of three components. Here is the breakdown—though I certainly wouldn't mind if the actual amount turned out to be lower... 1. Legacy liabilities (pre-petition debt) As of June 2026: $115 million... Source: Form 8-K (bankruptcy filing) and the most recent Form 10-Q (quarterly report) filed with the SEC shortly before the Chapter 11 filing. 2. DIP loan (Debtor-in-Possession financing) Total: $30 million A bridge loan provided by Lilly and Astellas to ensure Sangamo didn't have to shut down operations immediately during the ongoing bankruptcy proceedings. Source: DIP Credit Agreement and the associated DIP motion submitted to and approved by Judge Goldblatt at the U.S. Bankruptcy Court for the District of Delaware. 3. Proceedings costs (administrative claims) Total: approx. $10 to $15 million Source: "First Day Declarations" (management statements made on the first day of bankruptcy) filed with the Delaware Bankruptcy Court.
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joe77w
joe77w Jul. 3 at 7:01 PM
$SGMO all we Need news, press releases with official and Binding fully financed offers. Lets Hope the best for all' stakeholders, patients First for their health, then workers for their job, creditors for Money they owed and shareholders for EQUITY employeed and the patience. If creditors fully repaid both senior than junior unsecured and left EQUITY positive shareholders May recover something. I dont know how much, I Hope offers to Settle around at least 300 mln USD 3X current amount for the only 2 covered by Stalking horse bid agreement.
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jlemx
jlemx Jul. 3 at 6:50 PM
$SGMO A very strange ch11. The absence of traditional bank debt represents the first true structural anomaly in Sangamo Therapeutics’ Chapter 11 proceedings. In conventional bankruptcies, banks and secured creditors call the shots: they freeze accounts, halt operations, and demand the immediate liquidation of assets to recover the funds they lent. In Sangamo’s case, the dynamic is completely reversed.
0 · Reply
Latest News on SGMO
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joe77w
joe77w Jul. 4 at 6:13 PM
$SGMO How much could be worth Hemo A and NAV 1.7?
0 · Reply
Wischmop
Wischmop Jul. 4 at 4:58 PM
$SGMO The Delaware bankruptcy court prevented this "silent theft" and forced an open auction process; the back door was slammed shut, and now everyone must enter through the front door in broad daylight. SGMO cannot be valued using standard metrics. In a typical transaction, analysts dutifully calculate the potential future returns from various clinical stages. However, in this specific auction scenario, Big Pharma is factoring in a much more brutal metric: the "cost of inaction" (what does it cost us if we do nothing?). For Sanofi, inaction could potentially cost them their multi-billion-dollar monopoly in the Fabry disease market. For pain specialists like Vertex, inaction might mean losing the unique opportunity to control the Nav 1.7 asset before a competitor does. For other CNS players, it means Lilly would hold absolute control over the best brain-delivery technology (capsids) for the next decade.
1 · Reply
Wischmop
Wischmop Jul. 4 at 4:54 PM
$SGMO The thwarted "stealth deal": Lilly and Astellas wanted to pull off the perfect "quiet deal." The plan was brazenly clever: set an extremely low price anchor, have the whole thing financed by a ruthless hedge fund, and surreptitiously carve the company out of the bankruptcy estate in record time. Lilly would have even secured the "pain asset" for free. They wanted to wrap the whole thing up before competitors like Sanofi or Novartis could even open their due diligence folders.
0 · Reply
joe77w
joe77w Jul. 3 at 9:14 PM
$SGMO 440 ok thx
1 · Reply
Wischmop
Wischmop Jul. 3 at 9:07 PM
$SGMO Excerpt from the First Day Declaration (Capital Structure): "As of the Petition Date, Sangamo Therapeutics, Inc. had authorized [...] shares of common stock, par value $0.01 per share. As of such date, there were approximately 440,000,000 shares of common stock issued and outstanding. If you are looking at the 414M figure, you are referencing the old Q1 10-Q from May 11. The final ATM dilution between May and the Chapter 11 filing on June 23 pushed the actual outstanding count to roughly 440M at the Petition Date."If anyone has other sources, please feel free to correct me. Fictional Example: Purchase Price: $350,000,000 Deduction for liabilities/DIP/costs: -$160,000,000 Proportion for Shareholders: $190,000,000 Calculation: $190,000,000 / 440,000,000 shares = ~$0.43 per share
2 · Reply
joe77w
joe77w Jul. 3 at 9:06 PM
$SGMO https://www.google.com/url?q=https://www.masslive.com/news/2026/06/biotech-firm-files-for-bankruptcy-with-115m-debt-eli-lilly-astellas-bet-on-it-anyway.html
0 · Reply
joe77w
joe77w Jul. 3 at 8:50 PM
$SGMO 160 mln USD total liabilities and dip and ch11 l&a costs Is nearly .39 per share. If assets, PURE SPECULATION, WHEN and IF sold for 350 mln USD , EQUITY holders could claim .40 per share, am I right or wrong? 190/414= .46 per share 6x current pps, am I right or wrong?
0 · Reply
Wischmop
Wischmop Jul. 3 at 8:29 PM
$SGMO The figure of approximately $160 million is composed of three components. Here is the breakdown—though I certainly wouldn't mind if the actual amount turned out to be lower... 1. Legacy liabilities (pre-petition debt) As of June 2026: $115 million... Source: Form 8-K (bankruptcy filing) and the most recent Form 10-Q (quarterly report) filed with the SEC shortly before the Chapter 11 filing. 2. DIP loan (Debtor-in-Possession financing) Total: $30 million A bridge loan provided by Lilly and Astellas to ensure Sangamo didn't have to shut down operations immediately during the ongoing bankruptcy proceedings. Source: DIP Credit Agreement and the associated DIP motion submitted to and approved by Judge Goldblatt at the U.S. Bankruptcy Court for the District of Delaware. 3. Proceedings costs (administrative claims) Total: approx. $10 to $15 million Source: "First Day Declarations" (management statements made on the first day of bankruptcy) filed with the Delaware Bankruptcy Court.
0 · Reply
joe77w
joe77w Jul. 3 at 7:01 PM
$SGMO all we Need news, press releases with official and Binding fully financed offers. Lets Hope the best for all' stakeholders, patients First for their health, then workers for their job, creditors for Money they owed and shareholders for EQUITY employeed and the patience. If creditors fully repaid both senior than junior unsecured and left EQUITY positive shareholders May recover something. I dont know how much, I Hope offers to Settle around at least 300 mln USD 3X current amount for the only 2 covered by Stalking horse bid agreement.
0 · Reply
jlemx
jlemx Jul. 3 at 6:50 PM
$SGMO A very strange ch11. The absence of traditional bank debt represents the first true structural anomaly in Sangamo Therapeutics’ Chapter 11 proceedings. In conventional bankruptcies, banks and secured creditors call the shots: they freeze accounts, halt operations, and demand the immediate liquidation of assets to recover the funds they lent. In Sangamo’s case, the dynamic is completely reversed.
0 · Reply
joe77w
joe77w Jul. 3 at 5:54 PM
$SGMO so if technology does work and One of these big three does not want to pay milestone and royalties to its peers may buy SGMO and save a lot of Money ?!?
2 · Reply
kiwiSurfer
kiwiSurfer Jul. 3 at 3:10 PM
$SGMO 100M out of auction still means zero for shareholders see my “X” comments.
1 · Reply
Chipoo
Chipoo Jul. 3 at 1:43 PM
$SGMO My only concern is the DIP financing. If Lilly drops, so does our current DIP provider. The current one doesn't seem to want to cancel out shareholders, while the other one lurking (who was turned down) does.
1 · Reply
Wischmop
Wischmop Jul. 3 at 1:15 PM
$SGMO Yes, you're right. All the better. The fact that he's now effectively powerless thanks to the insolvency administrator and the court is, paradoxically, the best thing that could have happened for the auction. Potential buyers no longer have to contend with him, but simply submit an offer. No one cares what he wants anymore (he probably wants Lilly and Astellas). Whether shareholders will see any money is no longer up to Sandy, but solely depends on potential buyers and the amount they're willing to pay.
2 · Reply
Wischmop
Wischmop Jul. 3 at 1:05 PM
$SGMO That objection was valid; I had the wrong figures—they dated back to before the last massive rounds of dilution. Thanks for pointing that out, and thanks to Sandy for the dilution. The figures are more realistic now. Scenario 1: Stalking horses remain the only bidders Total proceeds: $150,000,000 Surplus after debt: $0 Value per share: $0.00 Scenario 2: Moderate bidding war Total proceeds: $250,000,000 Surplus after debt: $90,000,000 Value per share: ~$0.20 Scenario 3: Intense bidding war Total proceeds: $350,000,000 Surplus after debt: $190,000,000 Value per share: ~$0.43 Scenario 4: Aggressive bidding war Total proceeds: $500,000,000 Surplus after debt: $340,000,000 Value per share: ~$0.77
1 · Reply
Wischmop
Wischmop Jul. 3 at 11:58 AM
$SGMO Scenario 1: Stalking horses remain the only bidders Total proceeds: $150,000,000 Surplus after debt: $0 Value per share: $0.00 Scenario 2: Moderate bidding war Total proceeds: $250,000,000 Surplus after debt: $90,000,000 Value per share: ~$0.45 Scenario 3: Intense bidding war Total proceeds: $350,000,000 Surplus after debt: $190,000,000 Value per share: ~$0.95 Scenario 4: Aggressive bidding war Total proceeds: $500,000,000 Surplus after debt: $340,000,000 Value per share: ~$1.70
1 · Reply
Wischmop
Wischmop Jul. 3 at 11:45 AM
$SGMO Given all these factors, it is hard to believe that this company could not find a partner to survive on the stock market. Furthermore, considering that Lilly and Astellas provided $30 million solely to prevent the company from quietly disappearing—thereby making the auction possible in the first place—one would have to be incredibly naive to believe this is in the shareholders' best interest. Incidentally, due to the insolvency proceedings, Sandy is no longer beholden to the shareholders, but primarily to repaying his company's debts. For this reason, it is understandable that he agreed to this quick deal. Since that plan failed thanks to the court's intervention, I am by no means convinced that we will end up empty-handed here...
1 · Reply
Wischmop
Wischmop Jul. 3 at 11:14 AM
$SGMO Legal Aspects: The "Ipso Facto" Clause and Termination Rights Almost every major pharmaceutical licensing agreement contains standard clauses addressing insolvency (so-called "ipso facto" clauses) or a change of control: The General Rule: US insolvency law (Section 365) generally dictates that clauses triggered solely by insolvency are often unenforceable in court. However, regarding intellectual property agreements, partners such as Genentech or Lilly often retain the right to terminate the contract or end the collaboration if the asset falls into the hands of an unwelcome competitor. The Twist: Even if they possess the right to withdraw, do they actually want to exercise it? If Genentech requires the capsid technology for its own drugs and research is already well advanced, withdrawing would be disastrous for the company itself; it would be forced to halt its own programs or start over from scratch.
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Wischmop
Wischmop Jul. 3 at 11:12 AM
$SGMO As a reminder, here is the "hidden" value currently sitting on the books: Genentech (August 2024): STAC-BBB license with potential milestones of up to US$1.9 billion. Astellas (December 2024): STAC-BBB license with potential milestones of up to US$1.3 billion. Eli Lilly (April 2025): STAC-BBB license with potential milestones of up to US$1.4 billion. In total, up to US$4.6 billion in potential future revenue is tied to these already signed agreements.
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Wischmop
Wischmop Jul. 3 at 11:10 AM
$SGMO Pillar 4: The judge has defused the time bomb By rejecting Lilly’s attempt to shut out the competition via an extremely narrow window of time, Judge Goldblatt has cleared the way for a fair, open auction. Pfizer, Novartis, and Sanofi now have exactly the time they need to prepare their bids with fully prepared financial resources.
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Wischmop
Wischmop Jul. 3 at 11:07 AM
$SGMO Pillar 3: The strategic dilemma of the competition This is not about selling laboratory equipment, but about defending multi-billion-dollar markets. Sanofi must defend its position in the Fabry market against ST-920, while Astellas is actively seeking that very asset. This strategic pressure is fueling a bidding war.
1 · Reply
Wischmop
Wischmop Jul. 3 at 11:04 AM
$SGMO Pillar 2: The Big Pharma Seal of Approval A typical biotech company often has failed data or an outdated pipeline. Sangamo, by contrast, holds contracts with Genentech, Lilly, and Astellas with a potential total value of over $4 billion. Even if these contracts are restructured during the process, they serve as irrefutable scientific proof that the platform works and is highly sought-after.
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