clanger

Genentech Overtakes Pfizer - Briefly

Hey Huckman, did you ever follow up on that "scoop" I gave you on PFE and its biotech strategy?

Course not.

All yous people at that channel cut from the same cloth as your buddy Cramer and Maria B.

So whats gonna happen when this baby drops?

Whats the baby?

RNAi and gene silencing. Check it out with those ALNY and ISIS peoples.

You been told. Another scoop to go begging on the business channel with the highest integrity.

We love Cramer!

Genentech on Roche's Plans: Our Lips Are Sealed

Roche are also in talks with Rosetta Genomics. Do you think they might be related?

What's Happening at Pfizer Right Now?

www.globes.co.il/serve...

Roche mulls Rosetta bid
The pharma giant may invest in or acquire the microRNA diagnostics developer.
Gali Weinreb 24 Sep 08 12:12
Roche Holding AG (SWX: RO), which is already is involved in an expensive takeover bid for Genentech Inc. (NYSE: DNA), has also begun deliberating a combination with Israeli microRNA-based diagnostics and therapeutics developer Rosetta Genomics Ltd. (Nasdaq:ROSG). Sources inform ''Globes'' that Roche representatives visited Rosetta's offices and negotiations for a possible investment or takeover are underway. Talks are in the early stage.
Rosetta declined to comment on the report.

What's Happening at Pfizer Right Now?

The funny thing is that your colleague Mr. Huckman was told of this months earlier by myself and has chosen not to investigate or report what PFE's strategy is with regards to personalized medicine. Instead he chose to concentrate on the negatives and well known, well analyzed obvious facts.

It is noteworthy that Roche is now in talks with Rosetta Genomics (ROSG) after having already struck a deal with Alnylam.

Makes PFE look like a sloth.

What's Happening at Pfizer Right Now?

PFE is making their move in to biotech. Subject area is DNA directed RNA in partnership with Benitec and other complimentary companies.

Layoffs are just the entree.

It won't stop there.

Time to buy big on Benitec and Tekmira.

Pfizer Gets Two Opinions from the WSJ

Readers of my other comments will recognize what I am talking about in this article. Here he is reduced to reporting on reports and then offering an opinion.

That opinion is this vaccine isn't enough to fix PFE. Whoa! Hang on a minute. I can see talent here...not. lol.

Lets hear what he has to say when it comes to offering an opinion on what might fix PFE.

Pfizer Gets Two Opinions from the WSJ

Readers of my other comments will recognize what I am talking about in this article. Here he is reduced to reporting on reports and then offering an opinion.

That opinion is this vaccine isn't enough to fix PFE. Whoa! Hang on a minute. I can see talent here...not. lol.

Lets hear what he has to say when it comes to offering an opinion on what might fix PFE.

Pfizer Continues to Fall Further

Just as Huckmans journalistic integrity will be shown to be what it is so too will your biotech investing prowess be shown up as hapless.

Time will show it as so.

Over and out.

Pfizer Continues to Fall Further

What long winded bellicose dribble.

In an easier to understand version let me explain...for free.

An emerging disruptive technology called immunology is about displace a large multibillion dollar industry in cancer called chemotherapy.

Some people don't like that because they will lose their market positions, jobs etc.

Because it is still emerging it can't displace it entirely in one go. Therefore it will work as an adjunct to chemo.

Ergo, big pharma must move towards this sector to survive.

The question is how. BioInvestor, that is a strategic matter. Not important for you though is it?

The leaders worldwide in immunology are the Australians. RNAi is second generation immunology. Fundamental IP in RNAi is owned by Alnylam and Benitec. Each have an option on the others IP. Alnylam is owned by the Europeans (Roche). Benitec by the Americans (Pfizer). Its not public yet.

To overcome pipeline matters Pfizer want to fill it with oncology therapeutics founded on immunology.

They don't want to buy companies whole. Instead they will partner them by taking cornerstone stakes through PIPE's. They will build a keiretsu model for business. An extrapolated model of the Roche/Genentech arrangement right through to pre-clinical and they will even provide funds for the "valley of death" from discovery to commercialization.

Over the last three years, Pfizer agents have gone around and selectively partnered with valuable companies. Including Benitec, Progen, Psivida, Pharmaxis and quite a few others. Some are on the NASDAQ, some are on the OTC and others on the pink sheets and others only the Australian exchange.

One day soon, real soon, they will announce their positions in these companies and the pipeline problem will be resolved.

How do I know Bill Gates was a holder of Merck? Because someone told me. That is all a fool like you needs to know. He might not be now though. Something had to cause the price collapse and it could well have been him selling out.

Thats $150 for you. lol

And while Huckman is happy to publicly ridicule people who email them, soon we will all get to see the quality of his journalism for the professional turpitude it is.

Pfizer Continues to Fall Further

Finally, just to highlight BioInvestor's ignorance of the matter the following shows that Benitec has the attention of some of the best scientific minds the country has to offer over at Stanford.

rnaitherapeutics.blogs.../

"Finally, Benitec’s HIV program is another program that deserves some attention as quantitative patient data may emerge relatively soon; for example, an expansion of T-cells derived from the stem cells transduced with the lentiviral vector encoding for a triple-RNA antiviral relative to unmodified cells would be very promising. "

TRE, thank you for those moderating and insightful comments.

I think it is fair to say BioInvestor is a hired guard dog whose purpose is to quash any dissenting opinion from the masses. The incongruity of charging for entry to his website to obtain "opinion" while offering the same here free of charge is just too great. Especially when it is against all accepted views of the scientific community.

Mr. Huckman has his chance to get his scoop but when the day comes, readers will remember this blog while making their own minds up about his journalistic integrity.

Pfizer Continues to Fall Further

If I were not an expert, I would be talking about the obvious variable that will take many years to resolve and which everyone already knows about - pipeline issues.

TRE, it will be resolved overnight.

PFE will be buying pipeline by buying the bulk of Australia's biotech sector with the use of PIPE's and the keiretsu model for business.

Biotech does not suit the CAPM for business. A distributed but simultaneously integrated model for business is better.

It will come out of the woodwork soon enough and anyone reading this will get to find out that Huckman's journalistic integrity is as callow as Biotech investors "opinion".

But if Huckman wished he could ask a few questions and get his scoop....but he won't.

Pfizer Continues to Fall Further

In fact his journalistic integrity is highlighted in the piece above where he seems to think it is OK to take a private email, make it public, name the sender then proceed to, albeit gently, denigrate and ridicule the author.

So I have no expectations that he will do anything else other than carry on ignoring the facts about where Pfizer are going while concentrating on denigrating them for the obvious.

But anyone reading this will get an idea of what he is really all about.

Pfizer Continues to Fall Further

And you think people will want to pay for entry to your website when you post rubbish like that? I can only conclude you have an ulterior motive in posting on this site.

There is no speculation when you see Pfizer taking an equity stake in Tacere. A company founded with Benitec's previous management team using their IP. That's a fact by the way.

Second fact is that US pharma has no significant presence in the one of the greatest scientific breakthroughs of the last century. It is comparable to splitting the atom and its effects will be just as profound and not just in medicine.

Third fact is that by buying Benitec you get an exclusive option on five disease types using Alnylam's IP.

Fourth, European and Asian pharma has seen fit to pay up to $100m cash and sign two $1bn deals with options for more just to use this IP on a non exclusive basis.

What does that make exclusive use worth when a single disease blockbuster falls in the vicinity of $10bn? Benitec is the only company in the world with this option.

Fifth fact, Alnylam recognized early on that Benitec has fundamental ownership of IP in the RNAi spectrum and saw the need to agree to the option. Their patent has withstood intense scrutiny so far at the USPTO and in Australia's equivalent. Their entire patent estate amounts to approximately a full one third of all RNAi patents issued.

But somehow, I think you already know all of this.

I agree early data looks promising on hundreds of projects. But there is only one ddRNAi HIV project underway worldwide and so far RNAi is living up to its promise. It is groundbreaking stuff.

As a biotech investor willing to charge for his "expertise" I suggest you either provide free access to your site or up your game.

Finally, the point of this little exercise has nothing to do with Bill Gates' position in Merck. It is to show that Mr. Huckman's continual disparaging of Pfizer shows his ignorance of real developments in the pharma - biotech space. Or at least his preference to appear ignorant.

Now it could be said he is no longer ignorant and if he continues disparaging PFE or does not choose to at least enquire in to these comments of mine it will show the true journalistic integrity of the man and his employer; Pfizer's doppelganger.

But I don't expect Mr. Huckman to rise to the occassion. It is more an exercise to satisfy my own curiosity.

Pfizer Continues to Fall Further

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.

I must add, with early data that suggests they have HIV beat with a probable fast track through the FDA process.

And you think Bill Gates isn't interested in that?

Pfizer Continues to Fall Further

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.