tag:blogger.com,1999:blog-7857054149675424609.post3236118882689357494..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Alnylam GalNAc Improvements Incremental, but Likely Enough to Beat PCSK9 AntibodiesDirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-7857054149675424609.post-85863133689088424692014-05-12T01:16:51.010+00:002014-05-12T01:16:51.010+00:00After Sunday's press release by ALNY,
http://...After Sunday's press release by ALNY,<br /><br />http://www.alnylam.com/capella/presentations/esc-galnac-conjugates-tides2014/<br /><br />Key Scientific Data on Enhanced Stabilization Chemistry (ESC)-GalNAc-Conjugate Technology<br /><br />...it looks like the market is shaping up to be a good one for ALNY on Monday.<br /><br />LindaLatebloomerhttps://www.blogger.com/profile/13836422758275477595noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-89669012056734795742014-05-12T01:06:38.745+00:002014-05-12T01:06:38.745+00:00In my above comment, I should have said, "......In my above comment, I should have said, "...in terms of the future, Dr. Givens only discussed..." <br /><br />LindaLatebloomerhttps://www.blogger.com/profile/13836422758275477595noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-60858248208425913172014-05-12T01:04:40.974+00:002014-05-12T01:04:40.974+00:00In the DB interview with Arrowhead's Bruce Giv...In the DB interview with Arrowhead's Bruce Givens this past Thursday, Dr. Givens only discussed his long-term hopes for their subq program, so it may be that that is what is being referred to when they say, "next generation DPC delivery." <br /><br />I was thinking they were also targeting further improvement on the IV delivery, but perhaps not (other than there being new Latebloomerhttps://www.blogger.com/profile/13836422758275477595noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-15710567878608834042014-05-09T15:31:35.653+00:002014-05-09T15:31:35.653+00:00Single dose potency of GalNAc still needs a lot of...Single dose potency of GalNAc still needs a lot of improvement, though multi dose potency and durability is very good. There seems to be no further improvement in the single dose potency after what they reported in AT3.<br /><br />It seems from their PR that the new ESC chemistry that they are using in their AT3, PCSK9sc and other programs are covered by Sirna patents. Could that be the reason Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-33558982520979220422014-05-08T17:14:58.357+00:002014-05-08T17:14:58.357+00:00Dirk,
It would be interesting to see how you hand...Dirk,<br /><br />It would be interesting to see how you handicap the various RNAi delivery methods.<br /><br />TKMR was alway considered the "gold standard" due to its effectiveness and longer track record. Would you say right now this is still the case? Or do you think another delivery method has replaced it in regard to future promise?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-25877717016225102032014-05-08T10:39:01.861+00:002014-05-08T10:39:01.861+00:00ARWR Mgmt is just waiting on the data coming out o...ARWR Mgmt is just waiting on the data coming out of phase 2a. If they are out and good, they have proof of concept for their DPC-platform.<br />That will be the moment to fire from all cylinders!!bikeriedernoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-11332927427875619562014-05-07T21:29:16.432+00:002014-05-07T21:29:16.432+00:00Agreed, lowering ANGPTL3 does seem to do a good jo...Agreed, lowering ANGPTL3 does seem to do a good job at lowering LDLc and other lipids. On the other hand, I believe one of those is HDLc. Then you have great human genetics on PCSK9.Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-31750297452810857602014-05-07T21:12:55.336+00:002014-05-07T21:12:55.336+00:00Do you know why are they going after PCSK9 when AN...Do you know why are they going after PCSK9 when ANGPTL3 can do a better job in lowering LDL?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-63421600315319935812014-05-07T17:17:59.565+00:002014-05-07T17:17:59.565+00:00And to support the thought that ARWR is aiming for...And to support the thought that ARWR is aiming for both subq delivery AND other DPC advances for 2015, he said this earlier in his prepared statements:<br /><br />"We’re making substantial progress with additional undisclosed programs that we hope to provide guidance on in future. These include liver as well extra... targets ***and DPC formulations for both IV and subcutaneous administrationLatebloomerhttps://www.blogger.com/profile/13836422758275477595noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-77637813314357016362014-05-07T17:01:48.229+00:002014-05-07T17:01:48.229+00:00Near the very end of Anzalone's prepared remar...Near the very end of Anzalone's prepared remarks of yesterday's ARWR's CC, he said the following, which is of some help as far as guidance for timing (this was among the other upcoming 2014 catalysts he mentioned):<br /><br />http://seekingalpha.com/article/2197253-arrowhead-researchs-arwr-ceo-christopher-anzalone-on-q2-2014-results-earnings-call-transcript?page=4<br /><br />"Latebloomerhttps://www.blogger.com/profile/13836422758275477595noreply@blogger.com