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Replies to post #130716 on Biotech Values

Replies to #130716 on Biotech Values
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DewDiligence

11/10/11 8:40 AM

#130718 RE: acgood #130716

…the description of the topline efficacy data for the first trial was strange to me.

Please elaborate.
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hptaxis

11/10/11 9:06 AM

#130720 RE: acgood #130716

Potential negative sentiment today for ISIS and ALNY, but suggests their drugs could find success with this target too.



It is my recollection that the MOA action is different, intracellular vs. extracellular. Does this effect any thoughts on success?
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mcbio

11/10/11 9:20 PM

#130775 RE: acgood #130716

Potential negative sentiment today for ISIS and ALNY, but suggests their drugs could find success with this target too.

I view this as positive for ISIS and ALNY insofar as it provides further validation for PCSK9 as a target, this is an extremely large market opportunity so there is room for several players, and as noted in follow-on posts, the ISIS and ALNY drugs could potentially be able to differentiate themselves from the SNY/REGN drug.