tag:blogger.com,1999:blog-7857054149675424609.post3231345701832335425..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Run-Down of Companies in the RNAi Therapeutics PortfolioDirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-7857054149675424609.post-74049207585686118072009-10-27T19:26:20.612+00:002009-10-27T19:26:20.612+00:00I agree with you that it would be difficult to ass...I agree with you that it would be difficult to assign a value to ROSG, but in the same vein it would be even more difficult to assign a value to Regulus (establishment of microRNA Rx platform still pretty much work in progress and less mature than RNAi Therapeutics e.g.). At least the path for microRNA Dx is pretty much established, with a few Dx already out. Use, pricing, and distribution doesDirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-17514579993710410712009-10-24T15:55:35.285+00:002009-10-24T15:55:35.285+00:00In response to your comment that companies like Re...In response to your comment that companies like Regulus might be a good home for Rosetta Genomics, I think it would be difficult at this point to determine an acquisition price for Rosetta that accurately and fairly values its' assets and commercial products. <br /><br />We learn every week about new ways that microRNAs regulate cellular processes. I believe that Rosetta has discovered Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-47442704749547023832009-09-25T09:48:30.294+00:002009-09-25T09:48:30.294+00:00(response to Ken's comments continued...)
You...(response to Ken's comments continued...)<br /><br />Your comment:<br />"I don't dispute the notion that an upcoming ALNY deal could likely be "packaged" and therefore more cumbersome to negotiate. Obviously, ALNY doesn't have another drug sufficiently advanced to partner right now. However, here it **seems** the emphasis on complex deals, slowed by patent disputes and Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-84465327733569188202009-09-25T09:48:01.697+00:002009-09-25T09:48:01.697+00:00Hi Ken,
Thank you for your comments. Here are my...Hi Ken,<br /><br />Thank you for your comments. Here are my thoughts about the issues you brought up:<br /><br />You comment:<br />"It seems you are asserting ALNY has become such a relatively mature company that retail investors with more finite funds (and risk tolerance?) should shop elsewhere in the space. An interesting perspective since the other common knock against ALNY is that it&#Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-83552776414581357312009-09-24T16:40:38.959+00:002009-09-24T16:40:38.959+00:00As always, many thanks for sharing your informed a...As always, many thanks for sharing your informed and considered perspective on the RNAi landscape.<br /><br />It seems you are asserting ALNY has become such a relatively mature company that retail investors with more finite funds (and risk tolerance?) should shop elsewhere in the space. An interesting perspective since the other common knock against ALNY is that it's too early to invest hereKennoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-30876217071667613002009-09-24T15:54:50.781+00:002009-09-24T15:54:50.781+00:00Hi Martin,
I also find it strange to create a Ros...Hi Martin,<br /><br />I also find it strange to create a Rosetta Green division and then let the world in the dark about specific targets and stage (pure bioinformatic predictions?). <br /><br />Genetic engineering, needless to say, in general is a valuable technology for agriculture, and should be so for the development of biofuels as well. The modulation of microRNAs may be another tool for Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-40595495465449964202009-09-24T13:12:22.350+00:002009-09-24T13:12:22.350+00:00Dirk,
a very balanced assessment.
I have a quest...Dirk,<br /><br />a very balanced assessment.<br /><br />I have a question relating to Rosetta and microRNA applications. <br /><br />As you are likely aware, about a year ago, Rosetta started a division focused on the development of agro applications of micro RNAs called "Rosetta Green". Since then, very little information came from the company in regard to Rosetta Green and its Anonymousnoreply@blogger.com