Replies to post #134374 on Biotech Values

[DewDiligence]

MON is using RNAi to control corn rootworm; the program is in phase-3. From today’s pipeline update:

http://finance.yahoo.com/news/Monsanto-Research-Engine-prnews-3245532603.html?x=0

Biotechnology Agronomic Traits

Corn Rootworm III (Advanced to Phase 3)…increased control and durability against the corn rootworm by providing two distinct modes of action. The project incorporates RNAi technology as its second mode of action.

p.s. MON is up 4% today on a strong FY2012 outlook as well as the pipeline update.

[DewDiligence]

ALNY must have more licensing agreements than any biotech company in history that doesn’t have an approved product. Here’s another:

http://finance.yahoo.com/news/Alnylam-Arrowhead-Form-bw-4151279474.html?x=0

[DewDiligence]

MON, ALNY ink RNAi-technology deal:

http://finance.yahoo.com/news/alnylam-monsanto-form-strategic-alliance-120000117.html

This deal may help ALNY’s credibility, but it’s less consequential than it seems on first glance, IMO. MON has licensed RNAi IP from other companies (e.g. #msg-75363639) and MON was already using RNAi in its corn-rootworm trait, which is in phase-3 (#msg-70545277).