Joshua Fleishman's questions to SANGAMO THERAPEUTICS (SGMO) leadership • Q2 2025
Question
Joshua Fleishman from Cowen and Company, LLC asked for Sangamo's perspective on how their Nav1.7-targeted therapy, ST-503, will compare to recent small molecule Nav1.8 inhibitors and whether recent trial outcomes for Nav1.8 have affected their conviction in Nav1.7 as a target.
Answer
CEO Sandy Macrae responded that the company is now even more convinced that Nav1.7 is the correct target. He cited evidence from spontaneous human mutations where Nav1.7 mutations lead to a complete lack of pain, a stronger signal than that seen with Nav1.8 mutations. Macrae expressed confidence in their approach and looks forward to generating data from the dose-ranging study.