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Biotech / Medical : RNAi -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (97)	9/14/2003 4:21:06 PM
From: tuck	Read Replies (1) \| Respond to of 671

Bob, Congrats on your success with RZYM. It will certainly be a tradeable stock; it's definitely not just going to sit there. I'd be taking small position and swing/position trading it on news and expected news; holding off on a long term hold until the landscape gets a little clearer. You should be able to get some clues as to what the VC are doing by watching the filings religiously. Meanwhile, here's the basic instructions from Tuschl's lab on how to knock down your favorite mammalian gene with siRNA. It mentions methods to help ensure you're targeting the optimal sequence: rockefeller.edu Note the mention of the four companies licensed to sell siRNA for target validation. The heavy weight here is likely Qiagen, which boasts a sales force of 600 folks and manufacturing advantages. I listened to their most recent conference call, and they said that sales in this area were way ahead of plan (which was $4 million for this year), but would not exactly how much. They further said that the number of licensees in this area was finite and would not expand. IVGN cannot muscle into this area, for example; they'll have to stick with transfection and other applications. Cheers, Tuck