Biotech Values

[oc631]

Have you taken a look at ARWR?

You made me go back and take a quick look at them. A Year ago the balance sheet and funding issues was the deterring factor. The idea this small company could solve the delivery issues plaguing RNAi was also hard to stomach.

Still seems to be a bit of an endorsement of their platform [Shire, MRK]

So now they are a "homing peptide" company.



There's no mention of how much funding Shire will provide in their back-end loaded deal with ARWR. MRK has little to lose testing a compound that ARWR acquired through the purchase of Alvos Therapeutics in March for no cash upfront. ARWR wants investors to believe large pharma is interested, drawing them in with favorable terms, and in turn gaining name recognition and spin. If you want a lottery ticket you found one.




Thanks for the value and discussion you bring to this board. Happy New Year to you and all the other bio-junkies on BV.