tag:blogger.com,1999:blog-7857054149675424609.post5706285172444820673..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Alnylam Once Again Clutches at IP Straws to Support Valuation Gap (with correction)Dirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger15125tag:blogger.com,1999:blog-7857054149675424609.post-77173409201572873012014-09-10T07:42:54.800+00:002014-09-10T07:42:54.800+00:00How do you know this? There are some pretty clever...How do you know this? There are some pretty clever guys and gals on IV. You think you know better than they do?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-17264050769601128802014-09-10T05:39:50.545+00:002014-09-10T05:39:50.545+00:00If you believe what the CEO of Benitec puts out in...If you believe what the CEO of Benitec puts out in his presentations, TKMR are using their ddRNAi platform.<br /><br />ARWR could well be using the ssRNAi platform Dirk has described in his blog. The one ALNY has tip-toed around all this time.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-81071028975743641312014-09-09T23:00:31.231+00:002014-09-09T23:00:31.231+00:00How relevant are the current FTAs under negotiatio...How relevant are the current FTAs under negotiation between the U.S. and JAPA region to the IP issues of ALNY and others?<br /><br />Highly relevant. It is one reason why one particular big wig at said company likes to holiday in NZ rather regularly.<br /><br />One could even consider the FTA as more of a licencing agreement that encompasses a "whole of relationship" gambit rather than Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-2605411819878876602014-09-06T02:19:31.544+00:002014-09-06T02:19:31.544+00:00TPP talks underway in Hanoi now.
Expected to con...TPP talks underway in Hanoi now. <br /><br />Expected to conclude positively on the tenth.<br /><br />Could well see some action around then. Especially since Alibaba has been given a green light. The message is American markets are open for Chinese business.<br /><br />But difficult to imagine ALNY or ISIS being happy playing bridesmaids in this marriage.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-49409414252259237102014-09-04T22:41:46.770+00:002014-09-04T22:41:46.770+00:00How relevant are the current FTAs under negotiatio...How relevant are the current FTAs under negotiation between the U.S. and Europe and the U.S. and JAPA region to the IP issues of ALNY and others? <br /><br />Highly relevant IMHO given the international theme of contracting out R&D and trial management.<br /><br />Perhaps the cause of any holdups in market action lies in these areas. After all the secrecy around them is unheard of.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-66608753072071168772014-08-21T21:07:53.860+00:002014-08-21T21:07:53.860+00:00See Marina's press release from Dec 4, 2012 wh...See Marina's press release from Dec 4, 2012 where they get protection for UNA patents.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-24704230462009649632014-08-21T15:46:46.128+00:002014-08-21T15:46:46.128+00:00Now DRNA came up with their PR. I don't know w...Now DRNA came up with their PR. I don't know who is more desperate.<br />Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-28403569192797942142014-08-21T05:33:49.287+00:002014-08-21T05:33:49.287+00:00'25 bases are in the claims'
You seem to ...'25 bases are in the claims'<br /><br />You seem to be correct. Looks like claim 81 covers it and does not even call with enzymatic activity: http://www.alnylam.com/Files/IP/13725262_Allowed_Claims.pdf<br /><br />I may have to retract this blog.Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-13231443769918088252014-08-21T02:30:04.875+00:002014-08-21T02:30:04.875+00:0025 bases are in the claims25 bases are in the claimsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-48284386445578733032014-08-20T23:02:23.268+00:002014-08-20T23:02:23.268+00:00Here's the big question: how does this impact ...Here's the big question: how does this impact the UNAs used by TKMR, ARWR, Arcturus, and MRNA? How many base pairs do these UNAs have?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-33962988962523349672014-08-20T19:57:05.297+00:002014-08-20T19:57:05.297+00:00Why do you insist on 14-24 bp? The PR clearly stat...Why do you insist on 14-24 bp? The PR clearly stated up to 25 bp, which should include 25 bp.<br /><br />"New Patent Broadly Covering RNAi-Mediating Double-Stranded Molecules Comprising Up to 25 Base Pairs"Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-85985386877933328402014-08-20T17:34:00.238+00:002014-08-20T17:34:00.238+00:00(redfaced) Oh, you are right. It's a 25/27 de...(redfaced) Oh, you are right. It's a 25/27 design, that is 25 base-pairs with a 2 nucleotide 3'overhang on the guide. 25 base-pairs still outside of 14-24bp though.Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-29353240598242672422014-08-20T16:30:04.060+00:002014-08-20T16:30:04.060+00:00Well, ALNY sure seems to be worried about others&#...Well, ALNY sure seems to be worried about others' HBV programs; otherwise, why all the fuss?<br /><br />LindaLatebloomerhttps://www.blogger.com/profile/13836422758275477595noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-43582613819629154022014-08-20T16:07:30.278+00:002014-08-20T16:07:30.278+00:00LOL. If you want to talk about hot air, how about ...LOL. If you want to talk about hot air, how about hyping the valuation of HBV programs whose biological thesis is still very much up in the air? Heck, if we're assigning value to Tekmira's preclinical HBV program, why not do the same for all of Anylam's 15+ pipeline programs?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-86294857462785294382014-08-20T15:54:18.627+00:002014-08-20T15:54:18.627+00:00DRNA has 25-27mer which is a 25 base pair with a 2...DRNA has 25-27mer which is a 25 base pair with a 2-base overhanging on one of the strains. ALNY patent covers 25 base pair and at least one over hanging. I see they are on the collision course.Anonymousnoreply@blogger.com