Tuesday, February 24, 2015
Wednesday, February 11, 2015
Correction/clarification (2 Feb 2015): The company contacted me to clarify that what they said was that they will file an IND in 2015, and in addition to that, nominate a new development candidate that will either be extrahepatic or a subQ liver candidate.
Monday, February 9, 2015
Sunday, February 1, 2015
Until now, Regulus Therapeutics has been a comparatively credible and fairly low-key publicly traded biotech company to the degree that until October 2014 they had not even recognized the jewel that RG-101 could become for the company. Besides the animal pharmacokinetics-human efficacy relationship, it is one of the reasons why I am long RGLS going into the results, believing the market is yet to appreciate the full value of RG-101. Unfortunately, the insider sales have somewhat shaken this belief and I hope management will learn from it.
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