tag:blogger.com,1999:blog-7857054149675424609.post2205767501419465814..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Here Comes the Stock Offer!Dirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7857054149675424609.post-91561233219449646432012-02-15T20:50:49.782+00:002012-02-15T20:50:49.782+00:00What are the chances that there might be a bidding...What are the chances that there might be a bidding war between Alnylam and others, including Merck, to buy Tekmira? Merck was especially angered by Alnylam, and if it could aquire Tekmira, it would not only posess the leading company in RNAI delivery, but would also be in a position to put Alnylam behind the eight ball.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-21934226110203754902012-02-14T11:13:45.123+00:002012-02-14T11:13:45.123+00:00Yes, the increased interest is justified given de-...Yes, the increased interest is justified given de-risking through the TTR01 and PCS02 clinical results. However, these results did not materialize out of nowhere and the mindless bashing of RNAi Rx (meaningless comments like 'delivery unsolved') before that was quite annoying. <br /><br />The reason why I said 'brown-nosing' is that I got the distinct impression that many just Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-18161581979443932172012-02-14T09:47:03.952+00:002012-02-14T09:47:03.952+00:00>>improved sentiment towards RNA therapy com...>>improved sentiment towards RNA therapy companies<br /><br />Make that companyAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-45450525945797950362012-02-14T09:19:02.888+00:002012-02-14T09:19:02.888+00:00'but the recent analyst upgrades and Q+A sessi...'but the recent analyst upgrades and Q+A sessions in conference calls were just unbearable'<br /><br />out of interest, given the recent data, deals and improved sentiment towards RNA therapy companies, is it not reasonable that analysts will have become more positive?<br />Furthermore, could the ones that stuck through the bad and the good not also be seen as unobjective? Ie. it's RealGnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-48371499837750326762012-02-13T22:58:23.634+00:002012-02-13T22:58:23.634+00:00You can't fault them for the timing on this, a...You can't fault them for the timing on this, and if they were smart enough (or call it what you will) to get the stock price doubled prior to the stock offering, more power to them.<br /><br />SteveStevenoreply@blogger.com