Replies to post #142905 on Biotech Values

[mcbio]

ALNY’s phase-2b data for ALN-RSV01 misses primary endpoint on ITT basis, but hits on LOCF and PP calculations:

finance.yahoo.com/news/alnylam-announces-top-line-results-100000007.html

The stock is little changed today. Did anyone here listen to the CC?

I haven't yet, but, at first blush, data seems encouraging given so narrow of a miss on ITT coupled with hitting on LOCF and PP. At a minimum, seems like this data would be good enough to warrant continued testing of the drug.

[acgood]

Dew and mc- I did listen to the ALNY call, wasn't terribly informative. No issues in terms of safety or imbalances between arms. Answer to everything was that they will discuss with regulators and potential partners Cubist and KHK and decide later this year. I don't think anyone disagrees that the drug is active in these patients, but I don't believe anyone involved will moved it forward. There was zero discussion/contemplation of the possibility of submitting the current data for approval, as had been very quietly suggested in the past.