From CNBC: A recent report by Goldman Sachs analysts questions whether curing patients, as opposed to providing them with chronic therapies, could pose a financial risk for biotech companies.
“‘The potential to deliver one shot cures is one of the most attractive aspects of gene therapy, genetically-engineered cell therapy and gene editing. However, such treatments offer a very different outlook with regard to recurring revenue versus chronic therapies,’ analyst Salveen Richter wrote in the note to clients Tuesday. ‘While this proposition carries tremendous value for patients and society, it could represent a challenge for genome medicine developers looking for sustained cash flow.'”