tag:blogger.com,1999:blog-7857054149675424609.post8236584092566499265..comments2024-02-24T08:58:08.581+00:00Comments on RNAi Therapeutics: Marina Biotech Continues to Drive Sector Consolidation, Acquires Novosom’s Liposomal Delivery IPDirk Hausseckerhttp://www.blogger.com/profile/18320439857875629714noreply@blogger.comBlogger9125tag:blogger.com,1999:blog-7857054149675424609.post-10391082515868240982010-08-03T20:05:27.267+00:002010-08-03T20:05:27.267+00:00I don't get the LNA argument you're making...I don't get the LNA argument you're making. Maruina acquired Wengel's other thing - the UNA. And only Marina has played with it. Don't know about Cequent being shopped around....venture capitalists or not....but those venture capitalists chose to take 50 percent of Marina stock. I assume because they feel that their stuff will make that stock go up beyond whatever any "big Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-81321120033878133812010-08-03T19:45:39.961+00:002010-08-03T19:45:39.961+00:00I just do not buy the smart argument as there are ...I just do not buy the smart argument as there are a lot bigger buyers than Marina and they have been working with LNA for 4 years with little succes. And I am told that Cequent was shown around a few times before MRNA bought them, which I do not doubt as VCs owned most of it.<br /><br />Be that as it may, good luck.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-29304896753055829102010-08-03T18:34:19.260+00:002010-08-03T18:34:19.260+00:00Is Marina smarter than the rest? Probably. And so ...Is Marina smarter than the rest? Probably. And so probably are the inventors that run these tiny companies that teamed up with Marina as opposed to anybody else. You have to assume they know more than anyone else, yes. And that they know what they are doing. I think one of the two key Cequent folks was the top scientist at Alnylam once. And don't forget the inventor of Santaris's LNA gaveAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-64000244086721595722010-08-01T13:37:16.321+00:002010-08-01T13:37:16.321+00:00Dirk
I saw Marina buy Cequent..Now they buy Novos...Dirk<br /><br />I saw Marina buy Cequent..Now they buy Novosom...My question.<br /><br />It is obvious that big pharma and the cash rich RNAi players and biotech firms have the money to buy these two assets and must have some knowledge of their science and IP position..<br /><br />Why does Marina buy them?? Do they know something the rest of the industry does not know??? ALNY could have acquired Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-48773185320457942462010-07-30T20:29:42.027+00:002010-07-30T20:29:42.027+00:00Thank you for your commentary re: Tekmira, Alnylam...Thank you for your commentary re: Tekmira, Alnylam, Silence, and Marina...<br /><br />Can can you provide your view of ISIS?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-83218050077929190502010-07-30T15:26:03.283+00:002010-07-30T15:26:03.283+00:00I believe all 4 companies deserve a look here.
C...I believe all 4 companies deserve a look here. <br /><br />Clearly, as most readers here will know very well, my favorite company both investment and technology-wise is Tekmira- and it has been like this for the last 2 years. With the industry's most advanced delivery technology, essentially allowing for knocking down genes at will in the liver and increasingly also in other tissues and Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-2983968641492572102010-07-30T03:56:21.392+00:002010-07-30T03:56:21.392+00:00Dirk,
There is an saying, "You can learn mor...Dirk,<br /><br />There is an saying, "You can learn more about a person from what he asks, than from what he says."<br /><br />I found the question you posted on the survey, telling.<br /><br />Most recently, you appear to be a strong proponent of the technologies and general investment prospects of Alnylam and Tekmira; however, clearly you are debating the value proposition of the Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-81621058500888265432010-07-29T18:56:32.757+00:002010-07-29T18:56:32.757+00:00Joe,
That's fine. The reason though I did no...Joe,<br /><br />That's fine. The reason though I did not respond to your earlier inquiry is that in some cases such inquiries don't come from retail investors or other generally interested people like you appear to be one, but in disguise from those that write reports on RNAi Therapeutics companies that are then sold for good money to 'traders', often of the short/parasitic type.Dirk Hausseckerhttps://www.blogger.com/profile/18320439857875629714noreply@blogger.comtag:blogger.com,1999:blog-7857054149675424609.post-13754918617947765052010-07-29T17:28:10.429+00:002010-07-29T17:28:10.429+00:00Dirk,
Thanks for the new blog entry re; Marina Bio...Dirk,<br />Thanks for the new blog entry re; Marina Biotech. That was much more than I had expected. I will post a link to your blog over at yahoo. Hope you don't mind. Joe/Miami BeachAnonymousnoreply@blogger.com