RE: Sirna/DewDiligence
DewDiligence - thanks for the info. I've now taken the time to read both RNAI and ALNY webpages and I'm a bit more up to speed - though it'll take me a much longer time to gain a working knowledge of the IP perspective.
On thing that jumps out from the ALNY perspective is that they've inlicensed from so many sources that even if they strike it big, they'll probably have about a 90% pass through to the licensors. LOL! The same probably applies to RNAI.
I'm long both RNAI and ANYL and still think that both cos are a good long term bet. The tech is so fundamentally, well, wonderful, is the term that comes to mind that somehow it'll all work out in the decade to come.
I do see your viewpoint on RNAI however.
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