She just keeps getting better looking with time! Nice call today and prospects for the future are great.
Sorry to dissagree, but there is a little bio-tech in the UK called S R Pharma (SPA).It is valued at �15 with �8 million cash.It has a licence deal with Pfizer for �50 million!!!! And a JV with Merck.There is a great thread on the ADVFN.COM site in the uk which gives details of the company and the recent deal with Pfizer, there is a big write up in the Daily mail today page 102.The recent brokers note says grossly undervalued (his words not mine).This company is valued at a fraction of Sirna and Alnylam and maybe a little behind Sirna in the timeline but they are working on more products and have a succesful delivery system.It is the only independent left and I cannot see it staying that way for long.It has to be a 10-20 bagger from here.DYOR.www.advfn.com/cmn/fbb/thread.php3?id=12741494
Sorry to disagree, but SR Pharma is an indirect licensee of Alnylam. The Pfizer deal is through a co-operation between SR Pharma and their collaborator Quark who recently took out a target-specific Interferex license from Alnylam. See:http://www.srpharma.com/documents/2006/SR_Pfizer_Quark_deal.pdfhttp://phx.corporate-ir.net/phoenix.zhtml?c=148005&p=irol-newsArticle2&ID=909036&highlight=So, there is only one game in town: Alnylam.LookoutJoe
Should add it is working on RNAi products.Just in case you think it is just an ordinary bio stock.
Management sounds very positive. They recognize that the RNAI deal makes them just that much more attractive. If another company wants to acquire a major rnai company, there's only one left.They basically said that they feel that ALNY is worth more than the price MRK is paying RNAI.I'd love to see someone make an offer and find out if ALNY is really serious about going it alone.
Alnylam specifically stated in the conference call that their value "far exceeds" the $1.1 billion that Merck bid for Sirna.LookoutJoe