| Gene Therapy Regains its Footing
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 Lou Basenese
Editor and Founder, Trend Trader Daily
Dear Wall Street Daily Reader, Rewind roughly a year ago, and the gene therapy boom was “the hottest item on the block” in the words of one industry insider. In case you weren’t tuned into the trend back then, let’s just say it cooled pretty quickly. Several top players in the space like uniQure N.V. (QURE) and REGENXBIO Inc. (RGNX) dropped 35%+ in a matter of months. Like many important tech trends, though, the gene therapy one is regaining its footing. And based on recent SEC filings, I’m not the only one who thinks so. Let me get you up to speed quickly — and then, of course, I’ll share one of the top ways to profit from it. Recommended Link
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A 60-Second Primer on Gene Therapy For those unaware, gene therapy is the cutting-edge area of biotech that involves one-time treatments designed to replace faulty genes with healthy ones. By doing so, the potential exists to cure hundreds of genetic diseases including muscular dystrophy and hemophilia. Huge potential, but it’s been a long time in the making. You see, while gene therapy research exploded in the 1990s, it hit a setback in 1999 when an 18-year-old patient died from a severe immune response to one of the first gene therapy treatments. As a result, as Endpoints News recounted, “The entire field endured a lengthy deep freeze as researchers grappled with the safety issues inherent in the work.” But fast-forward to more recent years, and “Big drug companies are waking up and saying this is a real technology and that they need to be there,” says Marshall Gordon, senior research analyst at ClearBridge Investments. And this hasn’t simply been a reawakening to the potential for gene therapies. It’s been a verifiable boom. Case in point: Since 2010, over $5 billion has been invested in more than 120 venture rounds for gene therapy startups. Mind you, the bulk of that capital was raised in the last three years. So what happened last summer that led to a sudden drop for this promising trend after such a strong resurgence? Recommended Link
It’s Always About the Data Biotech investing always comes down to data. And last summer, the gene therapy space suffered through a mixed bag of progress and data. In short, the FDA put a damper on expectations by pausing several key clinical trials due to adverse patient outcomes (i.e., bad data). While side effects are common with groundbreaking drugs that ultimately work and cure diseases, investors responded by selling first and asking questions later. Thankfully, the FDA took a constructive approach to the trial delays and committed to work with the companies to improve safety so they could eventually resume the clinical trials and hopefully get the life-saving gene therapies to market. And that’s happening now. Add it all up — and I’m convinced gene therapies remain a promising approach with “the potential to deliver transformative treatments for patients,” in the words of the $187 billion market cap Eli Lilly and Company’s (LLY) Mark Mintun. Of course, the promise of a new trend isn’t enough to justify an investment. But these recent developments certainly do… Three Undeniable Buy Signals Right now, there are two other encouraging developments in the gene therapy space, which underscore the attractiveness and viability of the trend for the remainder of this year. - Industry interest remains strong. In fact, in recent years, a verifiable land grab has been underway, with massive deals being announced regularly for gene therapy companies by big pharma. This includes pharma giant Bayer agreeing to purchase privately held gene therapy company AskBio for $4 billion. And shortly after that deal, Eli Lily plunking down a cool $1 billion to scoop up Prevail at a 117% premium.
- Investor interest in new IPOs. More important than industry interest, though, is investor interest. The fact gene therapy companies are still filing to go public indicates a strong appetite for fresh investments in the sector from the “smart money.”
- Investor interest returning to established gene therapy players. The smart money interest is even more evident in the just filed form 13F filings, which show all the positions the world’s top hedge fund managers sold, bought or added to in the quarter. In recent months, two leading hedge funds that I track, Perceptive Advisors and Point72 Asset Management, made meaningful purchases in REGENXBIO. Point72 made the most aggressive move, buying roughly $25 million worth of stock and increasing the fund’s stake by 580% to almost 1 million shares.
No surprise, the smart money buying coincides with a bottoming in the chart for REGENXBIO in the first quarter. Take a look: 
There are plenty of reasons for renewed bullishness in the company. For one thing, it represents a compelling platform play on the gene therapy space, not a one-off speculation on an individual indication. I’d go as far to say that the company represents a de-facto ETF (exchange-traded fund) for gene therapy because its NAV technology for developing treatments has already been licensed to more than 20 partners including Novartis AG (NVS). And even through the recent gene therapy slowdown, management’s been successfully executing against its plan to advance trials, report compelling data, and keep monetizing its partnerships. With some of the smartest money on Wall Street betting on the company now, I’m convinced it’s a smart bet that management is about to generate significant shareholder value. With $657 million in cash, the stock is actually way cheaper than its $1.5 billion market cap makes it appear. Bottom line: I’d follow the smart money into this biotech trade before it’s too late. Ahead of the tape, 
Lou Basenese
Editor and Founder, Trend Trader Daily And now, an exclusive offer from our friends at Trend Trader Daily. Please note, Trend Trader Daily is not affiliated with Paradigm Press. P.S. Before I go one last thing… He hasn’t tweeted this out just yet… But he’s been hinting at it again and again… And any day now (as soon as July 1st if my research is correct)... Elon Musk is going to send one new technology sky-high. It’s called VLEO. And it could change the face of the entire globe. According to my research, VLEO could: - Connect over 3 billion people on the planet…
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That’s the date when I believe VLEO will hit a crucial tipping point. All thanks to Elon Musk himself. To get all the details… As well as a way to position yourself AHEAD of Elon’s big move… Click here now »
Louis Basenese is a professional investor, and one of the country’s leading technology analysts. He’s spent the past 20 years analyzing emerging technologies, and developing a proven methodology to consistently profit from them. Lou began his investment career at Morgan Stanley, where he was eventually tasked with directing over $1.5 billion in capital. Based on his proven track record as a financial analyst and investor, Lou became a television commentator on Fox Business and CNBC, and a market expert in the pages of The Wall Street Journal and Business Insider. But ultimately, Lou found he preferred helping Main Street investors like you. By providing ordinary investors with extraordinary research, he discovered that he can help his readers change their financial futures, and change their lives for the better. And that explains why he recently launched Trend Trader Daily. With this new service, Lou can share his research with you on groundbreaking new technologies and emerging sectors — well before he shares this information with the general public on TV, the internet, or anywhere else. So what's one of Lou's top recommendations for right now? Click here to see what he's recommending you do to profit in 2021 and beyond... | 
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