Friday, December 21, 2012
Thursday, December 13, 2012
Which of the two delivery technologies do you prefer for target gene knockdown in the liver? Take the survey on the top right-hand corner.
Monday, December 10, 2012
Thursday, November 29, 2012
Monday, November 26, 2012
Alnylam announced today that the
The granted composition-of-matter claims cover very broadly 19-25bp RNAi triggers, independent of structure. This is a stark departure from the trend that had materialized in the Tuschl patent applications where Tuschl I seemed to get relegated to treating diseases of fly lysates and Tuschl II suffering from double-patenting issues over Tuschl I.
Sunday, November 25, 2012
[Update 29Nov2012: The Clinicaltrials.gov entry for the upcoming phaseII/III ISIS-TTRRx trial shows that the companies have chosen the stab-in-the-dark 300mg/week dose. Although the January 2012 phase I results press release made no mention of such a cohort, the June 2012 Annual Shareholder Meeting TTR poster shows data from a 300mg cohort (~70% knockdown). Unlike all the other cohorts were 90+ day data, the 300mg cohort data was less than 50 days. It thus looks like a 300mg cohort was included post-hoc. Unfortunately, ISIS has chosen not to list the phase I trial on clinicaltrials.gov.]
Tuesday, November 20, 2012
Tuesday, November 13, 2012
Tuesday, November 6, 2012
Although Alnylam claims that a loss, including resulting from a settlement, is 'less than probable', they certainly acknowledge the significant potential liability. For the first time, Alnylam discloses what it considers an appropriate damage estimate- a meager (less than) $4.4M, but which makes me wonder whether the manufacturing accusations have been more or less admitted to (highlights are mine):
The jury trial is slated to start next week. Alnylam won't have to face analysts on a conference call for another 3 months, and tonight all the attention will be with the outcome of the US elections. If there were a settlement, tonight would be the night to announce it.
Monday, November 5, 2012
5) Vibrancy of sector increasing (e.g. recent results on Arrowhead’s DPC technology).
Friday, October 26, 2012
Clarification: The term 'gymnotic delivery' in the linked paper refers to a specific protocol for optimizing gene knockdown in tissue culture in the absence of assisted delivery. However, the term has been more broadly used by Santaris to refer to unassisted delivery in general (including clinical applications), obviously in an effort to express that in contrast to phosphorothioate oligonucleotides, RNAi needed assisted delivery. I found it suspect, however, that they used a new term to refer to an over decade-old industry practice. In a further clarification, I have not seen ISIS Pharmaceuticals adopt the term either. But clearly, not using (in most cases) assisted delivery has been a greatly exploited marketing tool of the antisense industry built on the back of RNAi Therapeutics.
Monday, October 22, 2012
I doubt that the deal value would have been much higher without the overhang given the size of the Asian TTR market. But then, of course, nothing can surprise me here any more and a resolution to the Alnylam-Tekmira troubles may already have been hammered out. A clue may be how Tekmira responds to the news. If there is tonight a we-are-pleased-that-Genzyme-has-partnered-ALN-TTR02-for-which-we-provide-the-delivery-technology-PR, then it's probably nothing to get excited about. But if there is silence, then maybe the real news may come with a slight delay.
Wednesday, October 17, 2012
Saturday, October 13, 2012
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