Agree partnering PCS could delay its move into phase 2, but that is not certain. They are still running the phase 1 but I doubt the additional data will bring tons of new parties flocking to them, so hopefully they are initiating discussions now. They are accelerating TTR02 as the lead MC3 program, and I think it would have caught up to and surpassed PCS as being most advanced MC3 in clinic within 12-18 months anyway.
I am out of my element discussing particulars on the delivery technologies, but this is a compendium of most of their recent advances: http://www.alnylam.com/capella/tag/delivery/
ALNY one of the best balance sheets out there. Nearly $6 a share net cash ($270m net) with about $14m a qtr burn - assuming same burn rate they have nearly 6 years of cash. I think they would be makign a mistake by significantly ramping up expenses by goign forward to more expensive trials without someone sharing some/most of the cost burden.
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