Replies to post #176967 on Biotech Values

[mcbio]

TKMR

If those who claim that between the two TTR drugs for FAP and FAC, Alny could potentially have 2+ billion in sales are correct, then that means Tekmira could earn 100+ million annually in royalties. ($4+ EPS for 22 million shares)

Are you referring to two of the partnered drugs here? If so, pretty sure they are due paltry single-digit royalties on their partnered stuff. And their lead wholly-owned drug (targeting PLK1) hasn't exactly had stellar early data in the clinic. TKMR seems all the rage on my Twitter stream but quite frankly I don't really share the same feelings. I could of course be way off base. But I'd like to hear more about which of their wholly-owned drugs are the key value drivers and why (again, I'm not all that excited about the partnered stuff because it's my understanding they are due paltry single-digit royalties).

[jq1234]

TKMR is my favorite RNAi company based on drug delivery and valuation. I started position about one year ago, added Dec last year, so far have only took off small portion of my holding. It came awfully close to my add order the other day. If anyone wants to have exposure to RNAi space, it is a good start IMO.