Replies to post #5357 on Biotech Values

[rstor1]

Antisense


ISIS up ~25% since announcing that Alicaforsen for Crohn's failed but will continue with its development for colitis.

I can't decide if it's bait-and-switch or if administration via enema (colitis vs. IV for Crohn's) is going to make the diference. Mr. Market seem to think so.

Oh, Genta in-licenses another onco antisense molecule.

ALNY - shorted and covered a couple of times after the prices were pumped pre-lockup but, judging by the tankage, I closed the position way too early.

Bob

[DewDiligence]

Re: Pithy post on RNAi:

It’s hard, but one can be too skeptical about a new technology. If any of the three companies pursuing RNAi for AMD shows substantial success in the clinic, I expect the hackneyed comparisons to antisense and ribozyme technology to immediately cease.