clanger's Comments clanger's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206395/comments Genentech Overtakes Pfizer - Briefly http://seekingalpha.com/article/123299-genentech-overtakes-pfizer-briefly?source=feed#comment-571085 571085
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!]]>
Thu, 02 Jul 2009 04:30:58 -0400
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 http://seekingalpha.com/article/100175-genentech-on-roche-s-plans-our-lips-are-sealed?source=feed#comment-284046 284046 Thu, 16 Oct 2008 17:49:53 -0400 What's Happening at Pfizer Right Now? http://seekingalpha.com/article/97520-what-s-happening-at-pfizer-right-now?source=feed#comment-266486 266486 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.
]]>
Fri, 26 Sep 2008 18:59:01 -0400 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? http://seekingalpha.com/article/97520-what-s-happening-at-pfizer-right-now?source=feed#comment-266484 266484
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.]]>
Fri, 26 Sep 2008 18:54:26 -0400
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? http://seekingalpha.com/article/97520-what-s-happening-at-pfizer-right-now?source=feed#comment-266447 266447
Layoffs are just the entree.

It won't stop there.

Time to buy big on Benitec and Tekmira.]]>
Fri, 26 Sep 2008 18:13:22 -0400
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 http://seekingalpha.com/article/81200-pfizer-gets-two-opinions-from-the-wsj?source=feed#comment-185742 185742
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.



]]>
Sun, 15 Jun 2008 02:38:08 -0400
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 http://seekingalpha.com/article/81200-pfizer-gets-two-opinions-from-the-wsj?source=feed#comment-185741 185741
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.



]]>
Sun, 15 Jun 2008 02:38:08 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-182837 182837
Time will show it as so.

Over and out.]]>
Tue, 10 Jun 2008 17:17:58 -0400
Time will show it as so.

Over and out.]]>
Pfizer Continues to Fall Further http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-182264 182264
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.]]>
Tue, 10 Jun 2008 04:52:24 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-182157 182157
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.]]>
Mon, 09 Jun 2008 21:21:39 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-182054 182054
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.]]>
Mon, 09 Jun 2008 16:27:47 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-181540 181540
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.]]>
Sun, 08 Jun 2008 19:25:24 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-181529 181529
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.


]]>
Sun, 08 Jun 2008 18:55:57 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-181060 181060
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?
]]>
Sat, 07 Jun 2008 21:59:31 -0400
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 http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-181053 181053
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.

]]>
Sat, 07 Jun 2008 21:35:22 -0400
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.

]]>
Pfizer Continues to Fall Further http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-181041 181041
Things have developed in the last week. You may not be aware of it but John Zaia of City of Hope has recently presented data to show that they may have a cure for HIV.

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

Further, there is only one company that has priority for ddRNAi in humans. It is Benitec and Pfizer know it. Fire and Mello with their proxy attack dog Nucleonics have tried to overturn the patent but have failed thus far.

Rumours of a Merck takeover last year sent the price up 700% in thirty minutes. Merck had used their IP for nearly 12 months prior. Mercks largest shareholder is Bill Gates whose interest is HIV. Their in vivo and in vitro data said that it worked like a dream (it does) and they wanted it to compliment their Sirna acquisiton. The bid failed.

Enter PFE.

They took a research only licence the day it went 700%. That is what forced Mercks hand. Now after 18 months of research they now know what Merck knew; it works.

As a result they are working hand in hand with Benitec to provide second and third generation pipeline depth.

But more than that PFE is going to buy the entire biotech industry of Australia to get its pipeline and merge with or acquire Merck.

I challenge Huckman to make enquiries on these matters but I doubt he will. He seems to prefer to carry on stating the obvious. It is equally obvious to me that the US pharma has no publicly declared strong position with regards to RNAi and the question is why not?


]]>
Sat, 07 Jun 2008 20:30:28 -0400
Things have developed in the last week. You may not be aware of it but John Zaia of City of Hope has recently presented data to show that they may have a cure for HIV.

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

Further, there is only one company that has priority for ddRNAi in humans. It is Benitec and Pfizer know it. Fire and Mello with their proxy attack dog Nucleonics have tried to overturn the patent but have failed thus far.

Rumours of a Merck takeover last year sent the price up 700% in thirty minutes. Merck had used their IP for nearly 12 months prior. Mercks largest shareholder is Bill Gates whose interest is HIV. Their in vivo and in vitro data said that it worked like a dream (it does) and they wanted it to compliment their Sirna acquisiton. The bid failed.

Enter PFE.

They took a research only licence the day it went 700%. That is what forced Mercks hand. Now after 18 months of research they now know what Merck knew; it works.

As a result they are working hand in hand with Benitec to provide second and third generation pipeline depth.

But more than that PFE is going to buy the entire biotech industry of Australia to get its pipeline and merge with or acquire Merck.

I challenge Huckman to make enquiries on these matters but I doubt he will. He seems to prefer to carry on stating the obvious. It is equally obvious to me that the US pharma has no publicly declared strong position with regards to RNAi and the question is why not?


]]>
Pfizer Continues to Fall Further http://seekingalpha.com/article/80393-pfizer-continues-to-fall-further?source=feed#comment-180670 180670
The big question is, and this is where Huckman should be leading the debate but fails, what will PFE do to remedy the structural malaise the company is in right now?

The answer to me is obvious. It is in RNAi or gene silencing.

In RNAi there are two camps. ddRNAi and siRNAi. Or just as it was back in the MSFT v APPL days we have on one side, Alynlam and on the other a little known company in the small cap indices of Australia called Benitec.

Alnylam, have recently signed two $1bn deals with Roche (Europe) and Takeda (Japan) but not with any American company.

Benitec was rumoured to be a takeover target of Merck's shortly after the Sirna buy out but have now been working closely with PFE for about 18-24 months. Therefore, the absence of an American presence in Alnylam and the keen interest they have in ddRNAi suggests PFE will be founding its next generation of drug development of ddRNAi.

Benitec's SAB has some of the best scientists in the RNAi world and is abley led by Dr John Rossi of City of Hope. In fact, just yesterday they released a report that says early clinical data shows they may have a "cure" for HIV. Here is an excerpt;

"...patients are doing well after transplant and pleasingly the gene markers are detectable in these patients. Safe engraftment was seen at 10 days. This is early data. However if it can be confirmed, then treatment with gene therapy early after HIV infection may be justified, and, if such treatment delayed the need for antiviral
chemotherapy, gene transfer would likely become an important strategy for treatment of HIV infection. "

See here for more,

benitec.com/

According to presentations by the CEO Quay at Nastech, John Rossi has developed what he termed as a "parallel universe" to the Alnylam patent estate using ddRNAi and is actively in discussions with big pharma for company making deals.

This is not restricted to just Nastech but includes Benitec and RXi to name but a couple.

Given the distributed nature and complexity of the patent estate it is easy to miss what is going on as most shareholders are. But with the absence of any American presence in a sector of such massive importance to drug development as RNAi and the closeness of Pfizer to Benitec and its IP (it also struck a deal with Tacere. Tacere is working to cure Hep. C. using Benitec's ddRNAi) it is clear PFE will be restructuring itself based on the science of ddRNAi.

Mr. Huckman, you have enough information in this little post to,

a) stop your berating of the obvious in this stock and,

b) to provide you with enough leads to really do some investigative, impartial and objective journalism and perhaps get the scoop on your rivals.

Good luck.

Clanger.

]]>
Fri, 06 Jun 2008 20:26:57 -0400
The big question is, and this is where Huckman should be leading the debate but fails, what will PFE do to remedy the structural malaise the company is in right now?

The answer to me is obvious. It is in RNAi or gene silencing.

In RNAi there are two camps. ddRNAi and siRNAi. Or just as it was back in the MSFT v APPL days we have on one side, Alynlam and on the other a little known company in the small cap indices of Australia called Benitec.

Alnylam, have recently signed two $1bn deals with Roche (Europe) and Takeda (Japan) but not with any American company.

Benitec was rumoured to be a takeover target of Merck's shortly after the Sirna buy out but have now been working closely with PFE for about 18-24 months. Therefore, the absence of an American presence in Alnylam and the keen interest they have in ddRNAi suggests PFE will be founding its next generation of drug development of ddRNAi.

Benitec's SAB has some of the best scientists in the RNAi world and is abley led by Dr John Rossi of City of Hope. In fact, just yesterday they released a report that says early clinical data shows they may have a "cure" for HIV. Here is an excerpt;

"...patients are doing well after transplant and pleasingly the gene markers are detectable in these patients. Safe engraftment was seen at 10 days. This is early data. However if it can be confirmed, then treatment with gene therapy early after HIV infection may be justified, and, if such treatment delayed the need for antiviral
chemotherapy, gene transfer would likely become an important strategy for treatment of HIV infection. "

See here for more,

benitec.com/

According to presentations by the CEO Quay at Nastech, John Rossi has developed what he termed as a "parallel universe" to the Alnylam patent estate using ddRNAi and is actively in discussions with big pharma for company making deals.

This is not restricted to just Nastech but includes Benitec and RXi to name but a couple.

Given the distributed nature and complexity of the patent estate it is easy to miss what is going on as most shareholders are. But with the absence of any American presence in a sector of such massive importance to drug development as RNAi and the closeness of Pfizer to Benitec and its IP (it also struck a deal with Tacere. Tacere is working to cure Hep. C. using Benitec's ddRNAi) it is clear PFE will be restructuring itself based on the science of ddRNAi.

Mr. Huckman, you have enough information in this little post to,

a) stop your berating of the obvious in this stock and,

b) to provide you with enough leads to really do some investigative, impartial and objective journalism and perhaps get the scoop on your rivals.

Good luck.

Clanger.

]]>