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Replies to #5347 on Biotech Values
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DewDiligence

12/02/04 11:17 PM

#5348 RE: TaxDude #5347

>> If RNAI [Sirna] reports good results from phase 1, do you think this would be positive for ALNY (speculation that RNAI would have to pay ALNY royalties) or negative (RNAI will beat ALNY to the market).<<

Strongly positive for ALNY, IMO.

>> I can't make up my mind who I should be more excited about.... RNAI or ALNY. <<

ALNY has a more pedigreed management team, stronger IP, and it lacks the stain of past failures that Sirna must strive to wipe clean.