Sangamo's first such drug, SB-728, is meant to fight HIV/AIDS. The company hopes the drug can make people resistant to the most common form of the infection. What really has analysts excited is the prospect that a ZFP could deactivate the extra gene responsible for Down Syndrome, which the CDC estimates effects one in every 691 babies born in the U.S. But it's not just Down Syndrome that excites investors in Sangamo. If ZFPs can be engineered against both inherited and acquired genetic defects, it could prove an incredibly valuable technology. That's speculative, but speculation is what the biotech market is made of. As I am not an analyst, my targets in the chart above are pure speculation. My guess is that Dendreon will be at $10 a year from now and Sangamo at $12. But that could change if Dendreon gets the right to sell Provenge for earlier-stage cancers, or is Sangamo has a problem in one of its trials. Any drug therapy goes through a series of trials, testing whether it can work, whether it can work in a lot of cases, and whether it can work without side effects that are worse than the disease. Drugs also go through a gauntlet of government agency approvals, in both the U.S. and Europe, and even then they may be recalled later over side effects. Once big pharma gets involved, the chances of a drug's success are high, but there's still no certainty. So this is always going to be an area filled with speculation, both hope and despair in uneasy balance. You can make big money in biotech, just know what you're getting into. At the time of publication, the author had no investments in companies mentioned here. Follow @DanaBlankenhor This article is commentary by an independent contributor, separate from TheStreet's regular news coverage.