tag:blogger.com,1999:blog-7857054149675424609.post3001253559469208815..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Has mdRNA Found a Way around Alnylam’s RNAi Trigger IP Wall?Dirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger12125tag:blogger.com,1999:blog-7857054149675424609.post-37257940845359974722010-01-19T16:57:01.858+00:002010-01-19T16:57:01.858+00:00Me: "Parenthetically, I seem to recall that M...Me: "Parenthetically, I seem to recall that MRNA is already combining the meroduplex and UNA." <br /><br />You: 'I do use the IV boards also as a way to gauge the sentiment of investors and for scientific and corporate insights. If you really believe your posts had such an impact on me- then congratulations!<br /><br />The combination of the meroduplex and UNA was described in the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-19545396573160707762009-12-11T17:34:32.564+00:002009-12-11T17:34:32.564+00:00I guess we find out soon enough. I know the "...I guess we find out soon enough. I know the "new" CEO has done wonders for shareholders in the past. He has also done wonders for MRNA in the short time he has been in charge.Unknownhttps://www.blogger.com/profile/06175956319062861222noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-87586633745677705092009-12-11T14:02:29.524+00:002009-12-11T14:02:29.524+00:00IN THE CASE OF 'MRNA' THERE ISN'T SUFF...IN THE CASE OF 'MRNA' THERE ISN'T SUFFICIENT MONEY AT THIS TIME TO PAY 2010 EXPENSES.<br />MUST SHAREHOLDERS ALWAYS HAVE TO HOLD THEIR BREATH EVERY YEAR TO SEE IF THE FUNDS CAN BE ATTAINED THROUGH PARTNERING? THIS IS A SERIOUS PROBLEM AND THE COMPANY IS PLAGUED WITH CURRENT AND SHORT TERM OTHER PROBLEMS WITH NASDAQ AND YEAR END EARNINGS REPORT. A STEEP 3 YEAR STOCK PRICE DECLINE IS Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-88960489396356953882009-12-09T17:39:20.612+00:002009-12-09T17:39:20.612+00:00"Anonymous said...
I find it hard to bel..."Anonymous said...<br /><br /> I find it hard to believe that 'MRNA' is the success story of 2009 as the article states. Today, 12/07 the<br /> stock is-.03 cents and is $.83 cents at 11.am. The<br /> company can not issue new stock again to raise money and right now it doesn't have the 2010 expense money for 2010. With all the wonderful news releases in 2009, why does Unknownhttps://www.blogger.com/profile/06175956319062861222noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-55170312762041178032009-12-09T09:09:57.438+00:002009-12-09T09:09:57.438+00:00"I find it hard to believe that 'MRNA'..."I find it hard to believe that 'MRNA' is the success story of 2009 as the article states."<br /><br />I believe we are largely in agreement here, and that what you perceive as differences is more the result of a difference in perspectives rather than substance. Without a change of managements, I do not believe that mdRNA would still be here. As I indicated, however, at the Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-64482501947282936182009-12-08T15:54:54.603+00:002009-12-08T15:54:54.603+00:00It's interesting to see RNAi experts are final...It's interesting to see RNAi experts are finally looking into the science MdRNA and Jesper Wengel have. I'm a novice and learned all this (and more) in a few days of reading a few months ago! (And enthusiastically posted it all my revelations on the Investors Village board - posts from which i believe this author is drawing here, actually!). Parenthetically, I seem to recall that MRNA is Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-68605531548781611892009-12-07T16:09:37.417+00:002009-12-07T16:09:37.417+00:00I find it hard to believe that 'MRNA' is t...I find it hard to believe that 'MRNA' is the success story of 2009 as the article states. Today, 12/07 the<br />stock is-.03 cents and is $.83 cents at 11.am. The<br />company can not issue new stock again to raise money and right now it doesn't have the 2010 expense money for 2010. With all the wonderful news releases in 2009, why does management only own less than 3% of the stock? Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-67184229856844520082009-12-02T19:45:10.477+00:002009-12-02T19:45:10.477+00:00Dirk
There are domestic biotech funds and some in...Dirk<br /><br />There are domestic biotech funds and some index funds that would like to buy TKM but it has no U.S. listing, or at least that is the reason they give for not owning it. <br /><br />It is also one of my " shots on the RNAi goal " so to speak. I have a small position and would rather buy it higher after data and after a U.S. listing. Murray seemed a very capable guy and Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-26986633480362528392009-12-02T18:09:16.747+00:002009-12-02T18:09:16.747+00:00I agree with you on the US listing of TKM. How el...I agree with you on the US listing of TKM. How else can one explain that despite the critical role of Tekmira to the RNAi Therapeutics NPV calculation and the promise of an entire pipeline on top of ApoB and PLK1, its market cap is less than that of Silence Therapeutics when it stopped trading in London over 2 months ago? London...not even Nasdaq. It is not that the analysts are not aware of Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-66274921199853495422009-12-02T13:48:53.029+00:002009-12-02T13:48:53.029+00:00Dirk
I listened to Mark Murray at a conference a ...Dirk<br /><br />I listened to Mark Murray at a conference a month or so ago and did some due dilligence into their technology. I think they are the leader in delivery that has been announced. What big pharma is doing is always a mystery.<br /><br />I have heard they are things happening in the nanoparticle arena with companies such as NANX regarding RNAi. Have you heard anything clear along theseAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-54700051018062991982009-12-01T21:31:41.453+00:002009-12-01T21:31:41.453+00:00There would be no point for Alnylam to deal with o...There would be no point for Alnylam to deal with or even buy mdRNA. No added scientific value to Alnylam really, and no point in having ambition to take out all the competition. Some will disappear on its own. <br /><br />I agree with you on the importance of delivery, disagree with you on the current state of delivery. What do you think e.g. about SNALP delivery to the liver? This seems Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-6312178572901103412009-11-30T20:51:55.905+00:002009-11-30T20:51:55.905+00:00MRNA is trading at $.83..ALNY could do a deal or b...MRNA is trading at $.83..ALNY could do a deal or buy them if they wanted...I am not sure MD is far enough along and they said in a past conference they are out of money in December...<br /><br />While IP on constructs are nice, the key is still delivery and from what I see, no one is close.Anonymousnoreply@blogger.com