BEAM Base-Editing Program has just gone from Proof of Principle to Registration.
Last week, BEAM said it dosed the first patient in the global pivotal cohort of BEAM-302. This is in the alpha-1 antitrypsin deficiency (AATD).
This now moves their invivo base editing program from proof of concept towards registration.
The market reacted accordingly, and the stock went up 7% over last week.
The Q2 earning call showed that BEAM has $1.2B in cash, and another $200M from company’s facility with sixth street.
The cash is enough to push them towards mid 2029.
A clean pivotal execution will be clearest near-term test of whether base editing can graduate from a science story to a drug story.
Full Q2 earning is on HERE
Disclaimer: The views expressed in this article are solely my own and are based on my personal research and analysis. This content is for informational purposes only and should not be considered financial, investment, or legal advice. Always conduct your own research before making investment decisions.