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  • Pfizer Continues to Fall Further [View article]
    Completely disagree with you on nearly every point.

    That is why I challenge Huckman to make the enquiries.

    Priority in humans is all about patent issues.

    How I know might just be a bridge too far.

    You're making your comments it would appear with sound familiarity of Benitec and the relationships it has.

    You will also be aware of Alnylam then and the option agreement each has with the others IP.

    Benitec has a claim to Alnylams IP in five different disease types on an exclusive basis and vice versa. Which means that when you buy Benitec you also get access through to Alnylam. The deals Alnylam have done are on a non-exclusive basis.

    www.asx.com.au/asxpdf/...

    You also get exclusive access through to Calando. A Vertex subsidiary.

    So please, if you are as good as you reckon you are at biotech investing, please don't look at Benitec on an isolated basis.

    This is why we have seen Europe and Asia move on Alnylam on a non-exclusive basis in some disease types and the Americans are keeping their business with Benitec out of sight.

    Benitec is worth $25m Au and listed on the pink sheets. Alnylam is worth $1.1bn US. By buying BLT you are buying in to Alnylam as well and Pfizer and Merck know it.

    Mr Huckman has been challenged.

    Jun 07 21:35 pm |Rating: 0 0
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