I’m not sure people appreciate how important this type of info is.

Let’s consider companies working on genetic modification solutions. CRSP and EDIT are two that quickly come to mind.

Well, these companies both have market caps well north of $1 Billion US. These companies are only just now entering the clinic. There has been plenty of hype around genetic editing and CRSP even had a market cap over $3 Billion in the last year!

So, RVX is in Phase 3 with a market cap of under $500 million US.

Meanwhile, we are now finding out that DNA is not the be all and end all. Genetic expression is key to disease states.

It’s possible that epigenetic drugs may ultimately be more important than genetic editing. Perhaps even those that undergo genetic editing will need to take epigenetic modifiers. Perhaps only those with no clear DNA abnormality and disease states will be the target population for epigenetic drugs in rare diseases. 

DNA mutations are not the panacea for all disease states and epigenetic regulation is the logical next target.

Either way, there could be lots of hype headed to the epigenetics area in the near future.

bfw