Replies to post #154669 on Biotech Values

[mcbio]

I had never heard of them till the Shire deal a little bit ago. Haven't sat down and done any research. Now that they've dropped from the Shire announcement may be a good time. It appears that they have a big library (I thought I saw 40,0000 somewhere) and with multiplatform capabilities I wonder if more collaborations are likely.

Yeah, per a recent CC I listened to, management seemed to guide for future deals and hopefully of greater economic impact to ARWR. Could just be talking the book of course. They do have a near-term binary event in Phase 2 OS data to read out in early 2013 on a partnered NSCLC drug that a partner (Cerulean) is developing. Presumably the odds aren't that great but who knows. They seem to be positioning their Hep B RNAi therapeutic as a key asset and that's due to enter the clinic next year. They also have a boom-or-bust obesity drug called adipotide that's now in Phase 1.

I recently sold out of BIOD as I needed to take the tax-loss but also because I thought their recent CC was rather disappointing on several fronts. I'll be looking to replace that with at least one major boom-or-bust play next year just because it's always fun to have one of these sub-$50M lotto tickets in your biofolio, right? LOL I'm considering ARWR, RTRX, and GNVC for what might just be one highly speculative slot in my biofolio.