After hosting an investor lunch with management, Piper Jaffray analyst Tyler Van Buren says Rocket Pharmaceuticals could "soon take the spot as the next leading lentiviral vector company." By year-end, the analyst expects early clinical observations from the two Process B Fanconi anemia patients and the one LAD-1 patient to give insight into the likely approvability of these programs. The Fanconi anemia update doesn't just de-risk an addressable opportunity that is approaching $1B, it validates Rocket's broader lentiviral gene therapy platform, Van Buren tells investors in a research note. He keeps an Overweight rating on the shares with a $35 price target.