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Biotech / Medical : Biotech Lock Up Expiration Hell Portfolio: Wave II -- Ignore unavailable to you. Want to Upgrade?

To: mopgcw who wrote (22)	6/21/2004 11:14:20 PM
From: tuck	Respond to of 107

I've got admit being tempted by ALNY, now the only other stock aside from XCYT under $6, and definitely the 800 pound gorilla of the siRNA space, as has been documented in the RNAi thread -- at least as far as IP goes. But others are ahead in the clinic, and it's the delivery that matters now. Who the players partner with in the area of delivery will make a big difference, IMO. Way too early, I guess (mind you, we said that about AMEV), but if it gets silly cheap, perhaps worth an exploratory nibble. Others have noted ANDS' Hepatitis program, but I can't say I've seen comment on how it stacks up against the competition, and I haven't looked myself. With thanks to What's Up With That, a summary from Briefing of the recent IPOs and their talking points -- which appeared on the Valuation thread -- is worth linking due to its relevance here: Message 20240163 Cheers, Tuck