Thursday, November 29, 2012
Monday, November 26, 2012
Alnylam announced today that the
The granted composition-of-matter claims cover very broadly 19-25bp RNAi triggers, independent of structure. This is a stark departure from the trend that had materialized in the Tuschl patent applications where Tuschl I seemed to get relegated to treating diseases of fly lysates and Tuschl II suffering from double-patenting issues over Tuschl I.
Sunday, November 25, 2012
[Update 29Nov2012: The Clinicaltrials.gov entry for the upcoming phaseII/III ISIS-TTRRx trial shows that the companies have chosen the stab-in-the-dark 300mg/week dose. Although the January 2012 phase I results press release made no mention of such a cohort, the June 2012 Annual Shareholder Meeting TTR poster shows data from a 300mg cohort (~70% knockdown). Unlike all the other cohorts were 90+ day data, the 300mg cohort data was less than 50 days. It thus looks like a 300mg cohort was included post-hoc. Unfortunately, ISIS has chosen not to list the phase I trial on clinicaltrials.gov.]
Tuesday, November 20, 2012
Tuesday, November 13, 2012
Tuesday, November 6, 2012
Although Alnylam claims that a loss, including resulting from a settlement, is 'less than probable', they certainly acknowledge the significant potential liability. For the first time, Alnylam discloses what it considers an appropriate damage estimate- a meager (less than) $4.4M, but which makes me wonder whether the manufacturing accusations have been more or less admitted to (highlights are mine):
The jury trial is slated to start next week. Alnylam won't have to face analysts on a conference call for another 3 months, and tonight all the attention will be with the outcome of the US elections. If there were a settlement, tonight would be the night to announce it.
Monday, November 5, 2012
5) Vibrancy of sector increasing (e.g. recent results on Arrowhead’s DPC technology).
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