> RNAI – I remember looking at them a couple years ago and thinking it was too speculative. <
Ditto for me. Sirna was speculative… until they produced the stellar data in AMD and found a top-tier ophthalmology partner in AGN. That’s when my assessment of the company changed from a pretender to a contender.
Regarding Sirna-034, Sirna’s drug for HCV, I’m sorry to see it taken over by MRK because now investors probably won’t get to see how it comes along. That’s too bad because it’s an especially interesting drug, being composed of two distinct siRNA’s that are bound to the same carrier.
If Sirna-034 works, MRK will probably just spring it on the competition when they think the timing is right as they’ve done with a few other compounds lately.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”