tag:blogger.com,1999:blog-7857054149675424609.post7188912434872850289..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Refocusing on the Fundamental Promise of RNAi TherapeuticsDirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger11125tag:blogger.com,1999:blog-7857054149675424609.post-33545105007810670962009-12-15T19:32:20.732+00:002009-12-15T19:32:20.732+00:00Can anyone tell me....what are the length, modific...Can anyone tell me....what are the length, modification & conjugates of CALAA-01,CALAA-02, ALN-VSP, QPI 1002 / AKIi-5, ApoB SNALP?<br /><br />Sorry its bit long query but am tired of searching now :(<br /><br />cheersAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-83296610811430332982009-11-10T15:49:41.311+00:002009-11-10T15:49:41.311+00:00Gerry- You are right, of course, Alnylam would be ...Gerry- You are right, of course, Alnylam would be ill advised not to continue and vigorously pursue their IP and use partnerships to fund their own pipeline. With RSV in most analysts’ minds back to square one, however, Alnylam has now fight the perception of being an IP monetization company only with a platform that has just failed them. <br /><br />"Is there anything out there to acquire Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-31927563661805231522009-11-08T11:15:15.431+00:002009-11-08T11:15:15.431+00:00"Is there anything out there to acquire in yo..."Is there anything out there to acquire in your opinion that would improve ALNY's platform???"<br /><br />Great comments Gerry<br />mdRNA must be on its knees!<br /><br />I kind of like ALNY's land grab policy, since it has allowed them to create the strong position that subsequently gave them the deals that they've commanded.<br /><br /><br />However, as Dirk points out, Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-78103113510426156132009-10-27T20:58:32.566+00:002009-10-27T20:58:32.566+00:00Dirk
I know the collaborative negotiations time o...Dirk<br /><br />I know the collaborative negotiations time out a lot longer than anyone imagines, and I think in the present environment big pharma may debate themselves to death. I think this is the wall ALNY management hit. I have heard of deals that took 6-8 months. BOD's are not as fast to listen to CSO's who seem more to protect in-house bureaucracies.<br /><br />Wyeth has a great Unknownhttps://www.blogger.com/profile/05581918156391746352noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-61200489810401908702009-10-27T19:44:20.655+00:002009-10-27T19:44:20.655+00:00Gerry-
Rodent data alone probably won't get y...Gerry-<br /><br />Rodent data alone probably won't get you a great deal, although if precedent exists that the technology should also work in primates, you may be in a better position, or so at least appears to be the thinking of e.g. mdRNA's mgmt with their liposomes. But yes, I believe that the bar has been set higher and that Big Pharma would like to convince itself first that RNAi Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-76995821303241482702009-10-27T18:10:28.814+00:002009-10-27T18:10:28.814+00:00Dirk
UBC collaborates with MRNA and Tekmira...Dirk<br /><br />UBC collaborates with MRNA and Tekmira...Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-8929010493596995002009-10-27T12:12:36.134+00:002009-10-27T12:12:36.134+00:00Dirk
Thanks for your response..
I think you see ...Dirk<br /><br />Thanks for your response..<br /><br />I think you see this space very clearly. I know plenty of WS firms that would hire you in a second as their RNAi analyst.<br /><br />Going on, I read the ALNY IV board and see lots of frustration from the inactivity on the deal front. Let me ask you. Has big pharma set the deal bar higher where rodent and even non human primate data won't Unknownhttps://www.blogger.com/profile/05581918156391746352noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-45780711854066523362009-10-23T18:18:54.992+00:002009-10-23T18:18:54.992+00:00Taylor- I'm not sure what you mean with having...Taylor- I'm not sure what you mean with having sold $350M in assets to Roche. The only hard asset they 'sold' was Kulmbach at the time, the rest was for a restricted and non-exclusive platform license. 'Sold' because it was for a mere $15M and considering the price almost looked like Roche was doing Alnylam a favor taking over their foreign subsidiary. But I believe this isDirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-76473309716465901222009-10-23T17:28:54.909+00:002009-10-23T17:28:54.909+00:00Guru
I liked your most recent commentary.
I have ...Guru<br /><br />I liked your most recent commentary.<br />I have been very disappointed with the management after they sold $350MM in assets to Roche they never added any assets. They could ( and should ) buy TKM and use stock to do it.<br /><br />You are as smart as they come in the RNAi space where there are few if any analysts who understand the space.<br /><br />I have established a position Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-6298160569991050482009-10-23T00:50:48.805+00:002009-10-23T00:50:48.805+00:00If it weren't for Kyowa Hakko and Cubist havin...If it weren't for Kyowa Hakko and Cubist having skin in the RSV game, I would definitely think Alnylam is just running the clock out with that program until something else (i.e., VSP) gets advanced far enough to hold the spotlight. <br /><br />Regardless, Alnylam increasingly does seem to be following a "mile wide, inch deep" business strategy. I'm really starting to wonder Jerry M.noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-75792303290849021452009-10-22T20:15:22.840+00:002009-10-22T20:15:22.840+00:00Dirk,
this is clearly one of the best posts on yo...Dirk,<br /><br />this is clearly one of the best posts on your blog. <br /><br />Thanks,<br /><br />MartinAnonymousnoreply@blogger.com