Alnylam Pharmaceuticals Inc. (ALNY)

All Comments on ALNY

  • commenter
    Neuromics
    Aug 26 02:59 AM
    My Website
    Alnylam and RNAi: The Truth Hurts [view article]
    I concur with MKS.

    Yes there are issues with delivery as there are with antisense, another RNA based drug development platform. Despite this, Isis Pharmaceuticals, Inc's., an antisense based drug development company, stock is trading near its 52 week high with several Drugs in phase III. If several receive FDA approval this would bode well for ALNY.

    At Neuromics, we have experience marketing antisense and siRNA based platforms for gene expression analysis research. siRNA delivered in cases where antisense failed.     Reply
  • commenter
    animalkgb
    Aug 22 12:25 PM
    Alnylam and RNAi: The Truth Hurts [view article]
    I understand and completely agree with the statements about the pharma industry and the emotional drivers that force many of them to follow in a similiar direction, but the views on siRNA technology itself are simply incorrect.

    First monoclonal antibodies are certainly not a fad. They are an incredibly powerful, targeted approach to treatment. the problem was that not much was known about how to produce them reliably and in a consistent formulation. siRNA has a much higher specificity and potency and is much easier to produce. These short RNAs are actually reusable when they are inside cells. The bodies own proteins use these guiding molecules to breakdown mRNA, the precurser to protein, and thus stop the specific biological process (a bit of an oversimplification). The key is that these molecules can be "re-used" and therefore can be used in much smaller amounts, minimizing adverse effects and allowing for higher "relative" dosing while actually using less material. This is essentially the opposite for antisense molecules, which need to be in a high enough ratio in the cells to outcompete the production of mRNA and find its place before a ribozome can make protein.

    There is no problem getting these molecules into cells. The problem is getting them to the right cells in the body before our immune cells grab them. That is why Alnylam has chosen their targets wisely. RSV infects the lungs...the most accessible layer of the lungs. The liver is also another viable target in that lipids are sent there relatively intact...so basically they are covering the siRNA molecules with oil. Cholesterol is produced in the liver...

    i will admit that the problem with the lungs may be a delivery method...one would likely require an inhaler (which has shown some problems with other types of medicines; though I don't know anything about it), and the liver drug has been injected...which is not very appealing to a patient who can take a small statin every day. Though making a daily pill coated in oil is not a big deal...I take one every day. THey injected a monkey once and reduced cholesterol levels lasted for a month.

    getting these molecules in cells is the least of their worries. I have even heard of collision transfection where the sheer force of combination can get nucleic acid into cells. Imagine that...your doctor throws your drug at you once a day!     Reply
  • commenter
    GaryD
    Aug 21 11:17 PM
    Alnylam and RNAi: The Truth Hurts [view article]
    Buffoontycoon thinks that monoclonal antibodies are a fad. Let's see here...www.pharmaweek.com/Exc...

    He must be more buffoon than tycoon!

    In all seriousness, it takes a long time to get all the details of a new drug technology worked out. Monoclonal antibody technology was invented in the 1970s but drugs based on these technologies took another 20 to 30 years to come to market. Now, they are hugely important and profitable.

    Alnylam has a long road ahead of it and admittedly it might fail, but it has an unbelievable scientific and business team behind it, is very well funded, and has collaborations from here to China. They have completed a Phase II study of their lead drug for respiratory syncytial virus infection of the lungs (ALN-RSV01: clinicaltrials.gov/ct2...) and have initiated a second one (see clinicaltrials.gov/ct2...).

    To see the kind of hurdles that Alnylam must clear, you can read this article: www.rnainews.com/issue...

    RNAi is a very exciting and promising technology. I own ALNY and hope very much that they are able to commercialize this incredibly promising technology. Humanity will be better off if Alnylam is successful.     Reply
  • commenter
    CrimsonLabRa
    t
    Aug 21 01:24 PM
    Alnylam and RNAi: The Truth Hurts [view article]
    "Another big player in that field is Alnylam (ALNY), who have been making deals all over the place. Many shareholders have been waiting for someone to buy ALNY for a similarly hefty premium, but the wait has been long (and all those agreements make such an acquisition harder and harder to realize)."

    Read up on Alnylam's takeover defense mechanisms. These are the reasons Alnylam has not been acquired, not because of lack of interest. Alnylam realizes its IP can best be validated both internally and in the labs of its big pharma partners...not trapped under one roof. Trading at just over 2X cash, Alnylam is far from "bubble" territory.... but that is just my opinion. Factor in the next couple of deals that Alnylam will sign over the coming 18 months and I look for them to be sitting on 800mm cash. As MKS mentioned above, Alnylam has the tools to see this thing through to the end/beginning (depending on your take).

    Nevertheless, I enjoy your blog.... and time will prove one of us right!

    P.S. I speculate Roche will have some RNAi INDs sooner rather than later.

    Reply
  • commenter
    MKS
    Aug 21 12:05 PM
    Alnylam and RNAi: The Truth Hurts [view article]
    I've been in biotech since the beginning in California at UCSF. although breakthrough technologies have always suffered the same myopic viewpoints as those being expressed about siRNA there is a MAJOR difference.
    The major difference for companies like Alynylam is that PRECISELY because they have so many deal insures the survival of the firm. Moreover, it speaks to the viewpoint that this technology can lead to new, first in class, therapeutic agents in a number of disease targets.
    Beware the "chicken little" syndrome so prevalent with breakthrough technologies in biotech.
    It's taken DNA almost 20 years to find products. They've succeeded despite many predictions of their technology's demise     Reply
  • commenter
    buffoontycoo
    n
    Aug 21 11:39 AM
    Alnylam and RNAi: The Truth Hurts [view article]
    I couldn't agree more with the Leerink view. The list of "fad" technologies is long (monoclonal antibodies, NO, antisense, . . .) but the results are few. That is not to say that RNAi is a "fad" or that it will never work. But as Leerink points out, the stock is priced on hype right now, not on probabilities. I like ALNY, but I wouldn't pay more than $20 for it now. Reply
  • commenter
    sejoy
    Aug 21 11:25 AM
    Alnylam Pharmaceuticals: A Falling Star [view article]
    So now we are going to let a veternarian make our stock picks for us because he went to medical school for pets. Please! This research was awarded a nobel prize, HELLO! Merck ponied up 1 billion dollars at a time they were facing a 5 billion dollar settlement for Vioxx. I am not say ing this is the next big stock, but it may be, and we are here on the ground floor. Don't you think there are intelligent researchers at Merck who do threir due dilligence before spending a billion dollars, and don't you think the Nobel scientist do their homework before bestowing their million dollar prize? Send the vet home. Reply
  • commenter
    jturano7423
    Aug 21 09:04 AM
    Alnylam Pharmaceuticals: A Falling Star [view article]
    FANTASTIC AND SOBERING ARTICLE MR. HUCKMAN.
    TO MANY COMPANIES MAKE CHRONIC NEWS RELEASES OVER AGREEMENTS, EXCLUSIVES AND OVER HYPE THE STOCK CREATING ENTHUSIASM AS YOU SO STATED. BUT THAT ONLY LEAVES THE SHAREHOLDERS HOLDING THE BAG FOR MANY YEARS TO COME. IF MR. ALSENAS, SENIOR ANALYST, IS TELLING CLIENTS THAT 'ALYNAM' MAY NEVER DEVELOP A PRODUCT REGARDING 'RNAI', THEN COMPANIES WHO ARE FAR BEHIND ALYNAM CURRENT PROGRESS, REALISTICALLY HAS THE SAME SCENARIO PROGNOSIS.
    CASE IN POINT THE NEW COMPANY 'MRNA'(MDRNA INC).
    AS MR. ALSENAS STATS RNAI FAD IS GETTING SHAREHOLDERS TOO EXCITED AND A RNAI PRODUCT IS YEARS AWAY.     Reply
  • commenter
    Prudent
    Investing
    101
    Jun 29 09:16 PM
    Investing in miRNA: Beware the Hype, Follow the Money [view article]
    What about MRNA? Aren't there other RNA type of companies out there? Wasn't there some company founded by Nobel Laureates who really found this stuff? Could be one of the above mentioned...New as all heck to Biotech but I've been told that RNA is the next 5-10 year play in Biotech. Smart folks I know say this is the investment theme and to find the winners now....

    I am a tech guy myself. ABAT has made and will continue to make me some nice returns this year. In there BIG at an avg. cost of $4.50. ROSG is about the size company I like to find......     Reply
  • commenter
    Ohad Hammer
    Jun 23 12:23 PM
    My Website
    Investing in miRNA: Beware the Hype, Follow the Money [view article]
    ROSG is not like other pharmaceutical companies simply because they are focused on diagnostics, with a huge near term potential. By this time next year, they should have 3 products in the market, in addition to several other submitted tests. Reply
  • commenter
    Roxieanne
    Jun 20 01:27 PM
    My Website
    Investing in miRNA: Beware the Hype, Follow the Money [view article]
    ROSG will take time to mature as a stock and company. ROSG is a "speculation"... with possible long term potential at best. Many of the medical area stocks are just that due to the research and trials that takes months and years. Interesting to follow.

    Your information is interesting.     Reply
  • commenter
    NJgolfer
    Jun 11 02:07 PM
    Investing in miRNA: Beware the Hype, Follow the Money [view article]
    I like ISIS here better than ROSG just based on technical performance of the chart. ISIS is much closer to ROSG and shown better accummulation. Long ISIS... Reply
  • commenter
    jturano7423
    Jun 07 09:00 PM
    RNA Interference Stocks: Invest At Your Own Risk [view article]
    OH BY THE WAY THE STOCK WENT FROM $18 DOLLARS TO $1.16.
    AND THEIR LATEST CONFERENCE CALL WITH THEIR OWN RESEARCH FIRMS THAT FOLLOW NSTK WENT WELL LIKE A PLAY ON BROADWAY!
    ON COURSE FOR NEW LOWS, AND $1.00 BID BY AUGUST 21ST.
    I STILL WOULD LIKE TO KNOW WHY THEIR CHIEF FINANCIAL OFFICER RESIGNED? SOME RECORD TO DATE & SOME STATISTICS     Reply
  • commenter
    jturano7423
    Jun 07 08:57 PM
    RNA Interference Stocks: Invest At Your Own Risk [view article]
    MR.SHULMAN HAS AVOIDED THE QUESTION GOING ON 12 MONTHS SOON. SO I'LL GIVE YOU MY VIEWPOINT THAT HASN'T CHANGED FOR 1 YEAR NOW. THEY TOUT THIS STOCK TO DEATH AND MURPHY'S LAW ALWAYS IS EVER PRESENT. PARTNERSHIPS BREAK UPS ARE COMMON, DILUTION IS CHRONIC, REVENUE IS DOWN, EXPENSES ARE UP, NSTK ACCOUNTS ISSUED A WARNING OF CONTINUANCE LETTER, AND AFTER 24 YEARS THE COMPANY HAS ACCOMPLISHED NOTHING. THE BURN RATE SHOULD BALANCE THEIR RNAI RESEARCH TO A SCREECHING HALT. NOW MR.SCHULMAN YOU CAN START GOING ON YOUR VACATIONS LIKE LAST SUMMER AND ENJOY THE BEACH. Reply
  • commenter
    KeenInvestor
    May 31 11:53 PM
    Isis Pharmaceuticals Panic Overdone [view article]
    I like what you have to say John E. The stockmarket is all about making money and trying not to lose any, like Buffet says. But you have to believe in a company and if its beneficial to mankind then I think that's an added bonus. And I definately believe that Isis will be a winner for the medium to long term investor. They have an amazing array of patents and the antinsense technology will change the way alot of diseases are combated. I like who they have teamed up with as well. Especially the one with Antisense Therapeutics. A small emerging Biotech Company listed in Australia that in my opinion so far undervalued. It's still at a rock bottom price even after they announced their deal with Teva Pharmaceuticals. If you're looking for an emerging Biotech stock, I would get on there website and read everything about them. Together Isis and Antinsense have a lot of upside potential. Reply
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