Replies to post #111863 on Biotech Values

[acgood]

Yes, the ISIS candidate is antisense against eIF-4E.

ISIS also owns a small stake in Santaris via a long ago technology licensing. I am not sure of the level of flow through of miletsones/royalties from Santaris to ISIS [for example, ISIS gets about 7.5% of everything Regulus takes in]

[DewDiligence]

ALNY’s news today is not evidence of solving the RNAI “delivery problem” insofar as the target organ of the drug is the liver, which is where drugs go to get metabolized.

[DewDiligence]

ALNY, the Max Planck Society, the Whitehead Institute, UMass, and MIT settle all claims regarding the Tuschl family of RNAi patents:

http://finance.yahoo.com/news/Alnylam-Pharmaceuticals-bw-3866447209.html?x=0&.v=1

Will anyone care?

[DewDiligence]

Roche acquires Santaris Pharma (private) for $200M in cash plus contingent payments:

http://www.roche.com/media/media_releases/med-cor-2014-08-04.htm

Roche announced today that it has agreed to acquire Santaris Pharma, a privately held biopharmaceutical company based near Copenhagen, Denmark. Santaris Pharma has pioneered its proprietary Locked Nucleic Acid (LNA) platform that has contributed to an emerging era of RNA-targeting therapeutics.

Santaris has been around for quite a while—see #msg-27943365 re a 2008 paper in Nature on the LNA platform.