Thanks for the info on ARWR. I don't like investing in antivirals in general (too competitive nature) but won't right them off because of it.
I don't think of much of Martin's company. I'd only consider them if I see data. There is a lot I consider risky at this stage so I guess one could call it boom or bust I think its pretty speculative. I interacted a bit on twitter with Martin just playing devils advocate on their lead indication. I did a pubmed search didn't find much besides rat data (but I may not have searched well). Also saw that he helped design their MD molecule. I thought he was a finance guy makes me wonder more.
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