tag:blogger.com,1999:blog-7857054149675424609.post7918626377991799893..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Tekmira and Alnylam in Binding Arbitration Over $5M ALN-VSP Milestone PaymentDirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger10125tag:blogger.com,1999:blog-7857054149675424609.post-80778621197383765692013-08-19T22:12:27.654+00:002013-08-19T22:12:27.654+00:00Seems odd for the CEO of ALNY to be selling 3/4 of...Seems odd for the CEO of ALNY to be selling 3/4 of his portfolio if things are going well.. http://www.mideasttime.com/insider-selling-john-maraganore-unloads-60000-shares-of-alnylam-pharmaceuticals-stock-alny/46239/Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-89911384938877540342013-08-16T22:36:00.664+00:002013-08-16T22:36:00.664+00:00It just so happens that that TKMR must have been l...It just so happens that that TKMR must have been listening to you as they have a opening for a Director of Business Development whom's primary role is to drive partnerships and look for opportunities.. secondary to this hmm.. looks like Steven T Newby has taken a large stake within tekmira per the SEC filing .. he lead one of the only genome focussed funds buying into a 6.x % stake in the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-44028251226637971232013-08-13T21:26:51.331+00:002013-08-13T21:26:51.331+00:00In fact, was about to talk about Tekmira getting d...In fact, was about to talk about Tekmira getting deeper into TKM-PLK1/cancer, but then felt compelled to write about target selection more generally.<br /><br />Anyway, Tekmira's progress has been solid and without losing financial discipline- as we've come to expect it of them. On the other hand, Tekmira is lacking obvious near-term clinical catalysts so it would be nice to hear Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-11008348891490260902013-08-13T10:52:58.635+00:002013-08-13T10:52:58.635+00:00Judging from your silence on Twitter re: the CC, I...Judging from your silence on Twitter re: the CC, I'm betting we are treated with an article today. Tekmira seems to be firing on all cylinders and I'm more confident than ever in our future and the future of RNAi, despite Alnylam's immature, ill-conceived tantrums.experiencedmentornoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-22915431428439802982013-08-13T03:14:34.332+00:002013-08-13T03:14:34.332+00:00Time for a quick post on your take from the latest...Time for a quick post on your take from the latest TKMR conf. call.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-41602756195032614812013-08-12T22:11:09.980+00:002013-08-12T22:11:09.980+00:00Maraganore may be treading on thin ice regarding t...Maraganore may be treading on thin ice regarding the cross-license agreement. Tekmira could pull the plug on licensing SNALP if Alnylam reneges on their end. Or perhaps Maraganore is pursuing a naive strategy to try and nullify the agreement. Either way, I doubt Alnylam shareholders would approve of the shenanigans that management there continues to pursue.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-5479972750406372152013-08-09T17:23:38.111+00:002013-08-09T17:23:38.111+00:00Dirk,
It is prudent on their part to wait until t...Dirk,<br /><br />It is prudent on their part to wait until the trial is complete to give all the details when they make their presentation in September. It is also a good practice to be transparent and forewarn investors about AE. They don't want to be like ISIS who misguided their investors about MIPO to the very end.<br /><br />I expect AE to be similar to TTR02. They are most likely drug Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-78372243534760030592013-08-09T16:33:56.293+00:002013-08-09T16:33:56.293+00:00http://www.investorvillage.com/smbd.asp?mb=11383&a...http://www.investorvillage.com/smbd.asp?mb=11383&mn=13388&pt=msg&mid=13027051Experiencedmentornoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-24936166100840603792013-08-09T16:14:36.619+00:002013-08-09T16:14:36.619+00:00It's strange though that they did not mention ...It's strange though that they did not mention anything about AEs (besides the boilerplate 'generally safe and well tolerated') in the 'over-80%-knockdown-PR'. It's possible that the AEs occurred after the PR, but interesting nevertheless that they felt compelled to make such a statement in the CC (nobody asked them, it came from them).Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-79093947895663773842013-08-09T15:10:43.153+00:002013-08-09T15:10:43.153+00:00They mentioned about AE but not SAE in the GalNAc ...They mentioned about AE but not SAE in the GalNAc platform. AE have been there even in TTR02 program. We need to wait until we get detail report on TTRsc clinical trial before jumping on conclusion. Based on following comments I don't think those AE are very serious in nature.<br /><br />"....In deed, we see our proprietary GalNAc conjugate platform as the fast forward for execution on Anonymousnoreply@blogger.com