Biotech Values

[urche]

ISIS, TKM.to, MRNA

I would be interested to hear more about why you are so optimistic about prospects for ISIS, esp with regards to its competition. Also, would like to hear from any one else here who has opinions about how the promising field of RNA therapeutics is likely to shake out.

I am aware of these players:
ISIS. A very complicated company to value, due to a patchwork history of deals, financings, partnerships. But thru its co-ownership of Regulus seems to have a promising pipeline developing "microRNAs", small amino acid glycoproteins that function as antisense drugs. They tout 22 drugs in their pipeline.

Tekmira (TKM.to)A very tiny Canadian company that uses RNAi, switches that interfere with RNA, essentially switching off genes. One phase 1 drug and another IND pending.

MRNAI don't follow this one, but understand the current emphasis of this reborn, preclinical company is also in RNA interference.

For all of these companies, I think that the biggest challenges are drug delivery and the related problem of unintended effects.

Thoughts or a downloadable resource on this topic would be much appreciated.

Urche (no positions)