ALN-TTR02 for the treatment of
TTR amyloidosis is the most advanced RNAi Therapeutic in clinical development
and has been carrying the torch for the field as whole. Expectations are therefore high and a
stumble in this program as a result of the therapeutic hypothesis underlying
the program not panning out would likely trigger a temporary*, but steep
sector-wide sell-off. Wednesday, April 22, 2015
First RNAi Therapeutic Nearing Finish Line
ALN-TTR02 for the treatment of
TTR amyloidosis is the most advanced RNAi Therapeutic in clinical development
and has been carrying the torch for the field as whole. Expectations are therefore high and a
stumble in this program as a result of the therapeutic hypothesis underlying
the program not panning out would likely trigger a temporary*, but steep
sector-wide sell-off. Disclaimer: This blog is not intended for distribution to or use by any person or entity who is a citizen or resident of, or located in any locality, state, country or other jurisdiction where such distribution, publication, availability or use would be contrary to law or regulation or which would subject the author or any of his collaborators and contributors to any registration or licensing requirement within such jurisdiction. This blog expresses only my opinions, they may be flawed and are for entertainment purposes only. Opinions expressed are a direct result of information which may or may not be accurate, and I do not assume any responsibility for material errors or to provide updates should circumstances change. Opinions expressed in this blog may have been disseminated before to others. This blog should not be taken as investment, legal or tax advice. The investments referred to herein may not be suitable for you. Investments particularly in the field of RNAi Therapeutics and biotechnology carry a high risk of total loss. You, the reader must make your own investment decisions in consultation with your professional advisors in light of your specific circumstances. I reserve the right to buy, sell, or short any security including those that may or may not be discussed on my blog.
7 comments:
The choice of picture is an... interesting one.
Yes. The real champion will come to the fore in good time.
Very good news for both Alnylam and Tekmira but more importantly the whole RNAi space, well done Dirk on all your good work in helping this naicent industry mature.
no way Alnylam's study reads out in 2016. Late 2017 is more likely. The first RNAi drug to receive FDA approval will be Tekmira's TKM-Ebola.
You looked past the fact that NT-proBNP actually got 30% worse over 12 months. A drug that stabilized neuropathy but worsens cardiac function is not going to get approved
You need to look at the natural history of FAC patients presented by Alnylam. There is a large variation in NT-proBNP in FAC patients as they progress in the decease and it is totally unpredictive of how the patients are doing. I am not even sure why NT-proBNP is even listed as one of the biomarkers.
What about Quark's finished Phase II study with systemic siRNA for prophylaxis of delayed graft function? It was a double-blind study in >300 patients with positive results in a subset of >80% of all the patients - those that received transplants from donors older than 35 years. They are likely heading for Phase III this year.
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