No problem.
I agree that both companies are becoming more and more disingenuous and I think it is hurting the stock valuation of each. I have read through all of the court documents. While I am not enough of a legal expert to opine on the end result, it seems readily apparent that both ALNY and TKMR have violated their contracts at some point(s) in time. I don't see anything to convince me that TKMR would win the case, but ALNY may well cut a deal. My favorite part of the hundreds of pages of legalese and contracts is the one paragraph letter in which the ALNY CEO got the TKMR CEO to sign off that MC3 is a "lipid to which Alnylam has exclusive rights"
I do own ALNY (recently doubled my small position at ~6.50), and am considering adding some TKMR too
I agree that both companies are becoming more and more disingenuous and I think it is hurting the stock valuation of each. I have read through all of the court documents. While I am not enough of a legal expert to opine on the end result, it seems readily apparent that both ALNY and TKMR have violated their contracts at some point(s) in time. I don't see anything to convince me that TKMR would win the case, but ALNY may well cut a deal. My favorite part of the hundreds of pages of legalese and contracts is the one paragraph letter in which the ALNY CEO got the TKMR CEO to sign off that MC3 is a "lipid to which Alnylam has exclusive rights"
I do own ALNY (recently doubled my small position at ~6.50), and am considering adding some TKMR too
Any comments here may have previously been disseminated on Twitter @BioDueDiligence or at www.biotechduediligence.com
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