Biotech Values

[jq1234]

I'd agree ALNY's updated patisiran data de-risked TKMR's delivery especially on safety front a great deal. You also have to remember, ALNY is valued 10 times as much as TKMR, even ARWR is valued at almost twice as much as TKMR. For ALNY, the big event is later this year when it reports patisiran 6-month mNIS+7 efficacy data. That would be a bigger event for ALNY IMO. ARWR will also have a big event mid-year. I wouldn't be a big buyer in front of those events unless at much lower valuation, but that's just me, if talking about small buy or for potential run-up, sure.