>> If RNAI [Sirna] reports good results from phase 1, do you think this would be positive for ALNY (speculation that RNAI would have to pay ALNY royalties) or negative (RNAI will beat ALNY to the market).<<
Strongly positive for ALNY, IMO.
>> I can't make up my mind who I should be more excited about.... RNAI or ALNY. <<
ALNY has a more pedigreed management team, stronger IP, and it lacks the stain of past failures that Sirna must strive to wipe clean.
“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”