Ledgy

Three Potential Biotech Takeover Targets

Expect Pfizer to pick up, for a song, a small Aussie biotech for their gene therapy IP in the RNAi frontier. Alnylam hold the lions share of RNAi IP, but their's is synthetic delivered moecules - and everyone's starting to realise it's incredibly difficult to deliver these for the immune response.

Benitec's IP does it via viral vectored genetic contructs (gene therapy). Listen into City of Hope presentation at the American Society of Hematology 50th Conference on Mon 7th as they update their first in human trial for HIV Lymphoma using genetically modified stem cells to provide HIV immunity.

Proof of concept for this as a possible HIV cure provided fortuitously by Dr Gero Hutter via bone marrow transplant using a naturally immune donor earlier this year.