Sangamo Therapeutics, Inc.
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Range $2 – $19
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About the company
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 safety and tolerability of the investigational genetically modified cell therapy TX200 in patients undergoing a kidney transplant.
- CEO
- Alexander D. Macrae Ch.B
- IPO
- 2000
- Employees
- 127
- HQ
- Richmond, CA, US
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Latest fiscal year · YoY change
- Revenue
- $39.55M-31.6%
- Gross Profit
- $31.95M-44.7%
- Op Income
- $-108,004,000
- Net Income
- $-122,932,000-25.5%
- EPS
- $-0.44+10.2%
- OCF Growth
- -44.8%
- FCF Growth
- -44.4%
- 52W High
- $0.77
- 52W Low
- $0.06
- 50D MA
- $0.15
- 200D MA
- $0.37
- Beta
- 1.29
- RSI (14)
- 41
- Avg Volume
- 9.18M
Earnings call summaries
Pick a quarter — each call distilled into takeaways, results, and a bull vs bear read.
Sangamo said it is still advancing ST-920’s BLA and neurology programs, but the quarter was dominated by financing pressure and a NASDAQ delisting shift to OTCQB.· May 14, 2026
- Rolling BLA submission for ST-920 in Fabry disease is in progress; the first 2 modules are submitted and the company expects to finish the BLA as early as this summer, subject to securing additional funding.
- FDA reaffirmed the accelerated-approval path for ST-920 using mean annualized eGFR slope at 52 weeks across all 32 dosed patients, and said a confirmatory study will not be required.
- Management said 104-week data may support traditional approval, and they emphasized durability, citing patients followed for 5 years and 17 patients off ERT for more than 3 years in some cases.
- Six sites are activated for the Phase I/II STAND study of ST-503 in small fiber neuropathy; ST-506 remains in CTA-enabling work with GLP tox completed and MHRA alignment on key regulatory matters.
- Sangamo’s common stock moved to the OTCQB Venture Market after a NASDAQ minimum bid noncompliance delisting determination, and the company is actively pursuing additional capital and strategic alternatives.
The transcript did not provide quarterly revenue, EPS, gross margin, or cash figures. The main reported milestones were that the ST-920 rolling BLA submission has begun, with the first 2 modules submitted, and management said they anticipate completing the BLA as early as this summer, subject to adequate additional funding. For guidance, Sangamo said the FDA has reaffirmed accelerated approval for ST-920 based on mean annualized eGFR slope at 52 weeks across all 32 dosed patients, with no confirmatory study required, while 104-week data across those same patients may be used later for traditional approval. Management also said 6 sites are active in ST-503, and ST-506 is still in CTA-enabling activities.
Sandy Macrae framed the quarter as one of continued pipeline execution despite capital-market setbacks. He highlighted progress on the ST-920 BLA, momentum in neurology, and the company’s ASGCT presentations on zinc finger epigenetic regulation and Modular Integrase, saying Sangamo is moving closer to large-scale genome engineering. At the same time, his tone was cautious and pragmatic, repeatedly stressing the need to raise additional capital and maximize asset value through strategic options and business development.
The call did not include a detailed financial review from the interim CFO, and no revenue, EPS, margin, or cash balance figures were disclosed. Instead, management emphasized financing constraints: completion of the ST-920 BLA is expected as early as this summer, but only subject to securing adequate additional funding. They also said they are pursuing multiple ways to raise capital and are being supported by a global investment bank while evaluating strategic alternatives.
Analysts focused on the newly reaffirmed 104-week Fabry endpoint and what it means for timing, data disclosure, and business development. Management said the team is still cleaning the full 2-year dataset and will decide later when and where to submit it, while noting the 1-year data is already in the BLA and that the 2-year data should not delay the accelerated-approval pathway. On BD, management declined to discuss specific talks but said potential partners are likely encouraged by the FDA’s recent affirmation, especially because it removes the need for a second study that would have added cost and delay.
The most positive read is that ST-920 now has clearer regulatory footing: the FDA reaffirmed accelerated approval and removed the need for a confirmatory study. Management also said the long-term Fabry data look durable, with 5-year follow-up, 4 patients beyond 5 years, and 17 patients off ERT for more than 3 years in some cases.
The biggest risk is financing: Sangamo said finishing the ST-920 BLA is contingent on securing additional funding, and it is actively seeking capital and strategic alternatives. The NASDAQ delisting determination and move to OTCQB also highlight market-access pressure, while the company gave no quarterly financial figures to offset those concerns.
AI summary of the company's earnings call · Paraphrased · Not investment advice
- Free Float
- 89.3%
- Shares Outstanding
- 414.29M
- Float Shares
- 370.04M
of shares held by institutions
111 13F filers
Buy/sell ratio 0.71. Sells can include pre-scheduled 10b5-1 plan sales, not just discretionary selling.
Top institutional holders
Largest 13F positions, with quarter-over-quarter change.
| Holder | Shares | Δ Quarter |
|---|---|---|
| Vanguard Group Inc | 12.00M | ▲ 385.23K |
| Two Sigma Advisers, LP | 4.34M | ▲ 2.23M |
| Oracle Investment Management Inc | 1.04M | ▲ 31.02K |
| Meritage Portfolio Management | 227.00K | ▲ 50.00K |
| Cubist Systematic Strategies, LLC | 54.25K | ▲ 7.00K |
| Vectorglobal Iag, Inc. | 30.84K | ▲ 30.84K |
| Sandbox Financial Partners, LLC | 24.83K | 0 |
| Wolverine Trading, LLC | 23.80K | ▲ 23.80K |
| Brown, Lisle/Cummings, Inc. | 1.52K | 0 |
| Cibc Private Wealth Group, LLC | 1.00K | 0 |
| Point72 (Difc) Ltd | 871 | ▼ 323 |
| Point72 Europe (London) Llp | 695 | ▲ 695 |
Held by 7 ETFs
Biggest fund positions in SGMO by dollar value.
Recent insider transactions
Who's buying, who's selling, and how much.
| Date | Insider | Type | Shares |
|---|---|---|---|
| May 25, 26 | Davis Gregory D | other | 1,630 |
| May 25, 26 | Jain Nikunj | other | 1,919 |
| May 25, 26 | Dubois-Stringfellow Nathalie | other | 4,036 |
| May 25, 26 | Willoughby Scott B. | other | 4,036 |
| May 25, 26 | Macrae Sandy | other | 12,613 |
| Apr 22, 26 | Davis Gregory D | sell | 69,827 |
| Apr 21, 26 | Dubois-Stringfellow Nathalie | sell | 345,942 |
| Apr 1, 26 | Dubois-Stringfellow Nathalie | other | 800,000 |
| Apr 1, 26 | Jain Nikunj | other | 225,000 |
| Apr 1, 26 | Davis Gregory D | other | 225,000 |
A “Sell” may be a pre-scheduled 10b5-1 plan sale rather than a discretionary decision — read insider selling with that in mind.
Our SGMO coverage
Recent articles, reports, and earnings notes.
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Generate SGMO report →Sangamo Therapeutics Enters Into Asset Sale Agreements with Lilly and Astellas
globenewswire.com · Jun 23
Sangamo Therapeutics Announces Exploration of Strategic Alternatives to Maximize Value for Stakeholders
globenewswire.com · Jun 8
Sangamo Therapeutics, Inc. (SGMO) Q1 2026 Earnings Call Transcript
seekingalpha.com · May 14
Sangamo Therapeutics (SGMO) Reports Q1 Loss, Misses Revenue Estimates
zacks.com · May 14
Sangamo Therapeutics Reports Recent Business Highlights and First Quarter 2026 Financial Results
globenewswire.com · May 14
Sangamo Therapeutics to Present Pipeline and Technology Advances at the 29th Annual Meeting of The American Society of Gene & Cell Therapy (ASGCT)
globenewswire.com · Apr 30
Sangamo Therapeutics Announces Transition to Trading on OTCQB Venture Market
globenewswire.com · Apr 29
Sangamo Therapeutics, Inc. (SGMO) Q4 2025 Earnings Call Transcript
seekingalpha.com · Mar 30
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