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Biotech / Medical : RNAi
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To: DewDiligence_on_SI who wrote (569)6/2/2008 1:11:34 PM
From: A.J. Mullen   of 671
 
My comments would be similar to those that you made on Investorhub - that instability is a well-known problem that's being worked on by all in the field. Meanwhile the eye and respiratory diseases are the low-hanging fruit - drugs can be placed directly at the site. If a drug can be metabolized then I suppose metabolites are a concern, hence their claim that a stabilized molecule is inherently safer.

I found interesting the slide in which they explained why they were clear of IP issues. It is based on the length of their molecules; all but one patent lays no claim to molecules of their length, and they have a license for the one that does. Alnylam and Sirna, when it existed, both claimed to dominate IP ownership in the field, but neither gave any explanation.

I did well out of Sirna and Alnlyam, but have reduced my holding in Alnylam to half a unit as I've learned how little is known or understood. (It's better to be lucky than good!) I also have a very small stake in Silence - smaller than the remnant of my Alnylam holding.

Ashley
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