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Replies to #5345 on Biotech Values
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DewDiligence

12/02/04 10:50 PM

#5346 RE: TaxDude #5345

Re: ALNY

I’m on the sidelines waiting for the post-lockup sales and the speculative fervor from the recent journal publication to work through. The best time to buy ALNY may be about six months from now --after one of ALNY’s competitors (Sirna or Acuity) releases phase-1 clinical data in AMD. ALNY’s guidance says that, by then, they will have entered into a second partnership in a different disease area.