- I previously covered Frequency Therapeutics after the company had initiated a Phase 2a trial on the heels of a positive Phase 1/2 trial.
- This Phase 2a trial featured about three times more patients but failed to show the same promising efficacy in a recent data read-out.
- Management remains confident, publicly at least, but the stock sold off substantially, suggesting that investors are worried.
- Although very risky, I view the sell-off as likely overdone heading into two additional data readouts in Q2 and Q3, creating clear upside potential if things get back on track from here.
For further details see:
Frequency Therapeutics: A Look At What's Next After A Disappointing Data Readout