Very positive guidance. Especially nice is the projection of about 6 years worth of working capital at the projected 2007 net burn rate. Now that Sirna is gone, will we have to put up with all of the board flakes who day trade a long term investment for lunch money? Peter
You & I are in perfect agreement regarding Pfizer as a quite likely suitor � They have the CASH, without ANY dilution to PFE shares, to purchase Alnylam and too 12,114,000,000 in CASH to advance their pharmacological potential � Were Pfizer I�d rate PFE a BuyBuyBuy and would myself be a buyer of their commons
I don't see anything new in the guidance. Company projects only $25m in alliance based revenue and that was a little disappointing. Wondering when the company will realize $750m in milestone revenue from Novartis??? I expected better than $35m in burn rate for next year. Still, overall company is making a steady progress towards becoming a giant pharma company. It will be a long wait before we realize huge gain in the stock.
I believe that SERIOUSLY Alnylam management needs to consider putting themselves up for sale, within the development of RNAI as potentially a new class of therapeutics they potentially can burn BILLIONS in the developmental pipeline which quite thoroughly I believe within generate tens of billions of dollars after all the investment.
I too believe quite thoroughly that management has and is currently the aforementioned predicament