CollaborationsMetagenomi leverages several collaborations with Ionis and Affini-T, which could be a good source of continued non-dilutive funds as development advances.
Gene Editing AdvancementsMGX's durable FVIII expression in NHPs, as well as its novel FVIII with 5-10x secretion/activity boost, garnered strong interest.
Market ValuationThe company could be a leader in the gene editing space and the current valuation of MGX is viewed as attractive for its disruptive potential.