Replies to post #176971 on Biotech Values

[Double_Bagel]

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.

jq1234,

Thanks. Good to know.

I had it last year at around $5 and I sold it at around $8 thinking I would get back in later on a drop in price. MNTA's stock behavior over the last two years has my thinking all screwed up :-)

Now, on the drop I started accumulating at $17-18 and did buy quite a bit more in the 12-13 range.

[mcbio]

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.

I realize TKMR is generally in the RNAi space and this space is hot once again. But, is there a specific drug of theirs where you see big time potential? Again, I think the PLK1 clinical data so far hasn't been anything special (sure that could change at some point I suppose). And I have read a lot of skepticism on the impact that RNAi can have on HBV. Perhaps that's unfounded, I don't know, but seems to be some doubt that it could offer any true kind of cure and to what extent it can improve upon existing HBV treatments. Not sure if there is a jewel somewhere in the rest of the pipeline.