buffoontycoon

Alnylam and RNAi: The Truth Hurts

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.