I didn't invest in TKMR because any particular drug I like or RNAi space became hot, it was because its RNAi drug delivery had POC in clinic by ALNY, and its relative valuation was quite low and still is. I always invest in one or two drug delivery companies, for example, HALO and ALKS in the past because they have different risk profile from other biotechs. HALO for example, as many setbacks as they have had in recent years, you would think it'd probably have close to zero valuation if it were for a different biotech company. I'd be a buyer again at lower valuation.
As I mentioned before, I think RNAi finally found right path by focusing on liver related targets in ultra orphan disease because of current drug delivery limitation. I am in for the long run which is why I only took profit for small portion of my holding when TKMR reached sky high level, and honestly don't feel bad about it like some of my other positions :-(. I am mostly a contrarian, don't follow what everyone else does.
Everyone has different risk/benefit scale. As much as I like immunocology, invested in MEDX/MITI heavily in the past, I personally still consider these new generation of small immunocology companies are much more risky than a company like TKMR because none of them have POC clinical data.
As of TKMR pipeline, I haven't made up my mind on HBV, let's wait and see ARWR's clinical data first. If I have to pick one right now, I'd pick glycogen storage disorder IV currently in preclinical, it fits exactly where I think RNAi has the most potential, liver targets in ultra orphan disease where ALNY has been focusing on lately. Once it gets to right path, more and more candidates will come as competition in the space is still limited.
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