Wednesday, March 5, 2014
With Success, Pure-Play RNAi Therapeutics No More
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6 comments:
The valuation gap between TKMR and ARWR and, in particular, DRNA seems quite strange. Is TKMRs tech really that inferior despite long history and considerable experience (and clinical/pre-clinical proof) and, in addition, the possibility of significant Ebola revenue in the next 2years...
No it's not, or course. TKMR mgmt needs to realize that in a game where cost of capital is crucial, they should not just cater to (potential) pharmaceutical collaborators, but also to the capital markets. They are a bit behind the curve here for sure. Still, I invest in the comfort of their scientific strength.
It seems that Alnylam can use its C5 drug to help activate anti viral immune system to work in synergy with the HBV drugs being developed by Tekmira and Arrowhead.
Is Benitec really going to be OK like everyone says it will be? That means Dirk is the one who has it all wrong. In which case, what are you going to do once you've been hung out to dry and the keyboard taken off of you?
What a petty and out of place comment. Why don't you wait for the science to prove itself before you say something. I doubt you'll show here to apologize and take your medicine if things don't go your way. So take the cheap shot and go home or say something on topic instead.
Agreed. What a nonsense post. And I'm a Benitec investor.
In any case Dirk's main gripe is the lack of their own lab, not with ddRNAi or their pipeline.
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