ISIS owens all the IP in this space.......Single Stranded RNAi......not alnylam........Crooke Patent estate expanding expanding expanding IP.............LOL
If it works out ssRNAi ita going to be significant for ISIS as I see the next generation management team at ISIS after MR nice guy DR CROOKE retires as being more exploitive. It was a non exclusive deal so that means ISIS can do platform deals via ssRNAi with big pharma.
ISIS will be in a place to always under bid alnylam in the ssRNAi space.
ISIS is focused on developing antisense based drugs. So why not either share development cost like via mRNAi with the Regulus partnership or get ssRNAi off the ground with $31M from alnylam.
Its a great deal for ISIS as Alaylam foots the bill ISIS does all the develpment work and creates an internal drug design team at alaylams expense. ssRNAI can be a throw in technology to the likes of a Pfizer in a Cancer platform deal.
If ssRNAi is deemed the silver bullet than alaylam is just another drug discovery company with nothing special. Big pharma can go to ISIS and make a deal.....................LOL
Let’s put some number on this deal. Up to $31 million in license fees TOTAL. That’s it. Alnylam’s total R&D commitment is $9 million over 3 years. There is nothing about a 50% royalty—that was made up but you grabbed on to it because facts never stand in your way. The 50% was for an initial stake in a sub-licensing agreement—if there is any—and declines over time. As far as royalties—nothing was said except each company will pay the other for drugs marketed respectively.
Personally, I think you insult ISIS when you call this a monster deal and tell us how much you love it. Surely ISIS has too much going for it with its current pipeline for these numbers to be considered that huge.
<< What does ALNY bring to the table? >>
Oh Foolcell . . . that's EASY!
Alnylam brings an EAGER & ABLE research team to work on ISIS's ANCILLARY TARGETS with ssRNAi . . . targets of lesser IMPORTANCE . . . or targets of a LONGER-TERM nature . . . e.g. cancer . . . ( where ssRNAi MAY have an advantage ) . . . or "niche market" targets that may not have big DOLLAR payouts - - but BIG PR benefits! . . . Fool . . . there are LOTS of reasons to "Partner with Alnylam" for a 50% TAKE! . . . especially when Alnylam FUNDS ALL of the developmental costs! . . . Boy! . . . Potted just LUVS this Alnylam ssRNAi DEAL! . . . ISIS gets the STEAK! . . . while Alnylam gets the "salad & potatoes" . . . and Alnylam PAYS THE BILL! . . . Oh My Stars!!!
Go to the Head-of-the-Class with ISIS! . . . and for purposes of full disclosure . . . Potted likes salads . . . and potatoes . . . and tomatoes . . . and peppers . . . and cucumbers . . . and beans . . . and corn . . . OK! . . . you get the point!
<<Fool . . . as was discussed previously on this Board >>
Potted, we didn't discuss anything on this board. There was never any "discussion." You spend all day quoting yourself and offer your former posts as "proof" of your assertions. You inhabit a self-delusional space that some might call insanity. I personally don't, but you make it hard to argue otherwise when you tell us that Novartis never paid for their stock and that Roche paid almost $300 million upfront for Kulmbach alone. I have a question for you: What was in it for ISIS to partner ssRNAi with Alnylam? Boxcar says it's going to be the biggest thing ever. Surely ISIS didn't need the relatively small upfront payments and milestones. The royalties are significant, but much less so than going it alone in which case instead of 50% you get 100%. What does ALNY bring to the table?
Fool . . . as was discussed previously on this Board . . . the Alnylam/Roche deal was largely an Alnylam ASSET SALE . . . and Novartis got a BIG CHUNK of ALNY stock with their deal . . . and for Takeda . . . Potted said . . . "Takeda Deal Disappoints!" . . . http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_(A_to_Z)/Stocks_A/threadview?bn=22527&tid=6148&mid=6148 . . . the Alnylam upfront fees on that Takeda deal were meager at best! . . . and the prior ISIS/Genzyme deal for Mipo DWARFS the Alnylam/Takeda deal on a PER drug basis! . . . thus the market reaction AFTER the Takeda announcement was quite understandable! - - Ho--Hum! . . . as prescribed by Potted! . . . And the Alnylam/Cubist deal WAS A FOLLY! . . . "Potted “Downgrades” Alnylam on Cubist Folly!" . . . http://www1.investorvillage.com/smbd.asp?mb=569&mn=17730&pt=msg&mid=6438109
Fool . . . Potted knows that you BELIEVE in Alnylam . . . but at some point . . . you just have to address the FACTS! . . . you're in the LONG HARD SLOG AHEAD for Alnylam! . . . http://messages.finance.yahoo.com/Business_%26_Finance/Investments/Stocks_(A_to_Z)/Stocks_A/threadview?bn=22527&tid=6539&mid=6539 . . . and any near-term Alnylam deal will likely be a CASH NEGATIVE Spin-Out . . . that's already been hinted at by JM . . . "Will Alnylam "Spin-Out" Deals Substitute for "Roche-Like" Deals?" . . . http://www.investorvillage.com/iv2/smbd.asp?mb=569&mn=18445&pt=msg&mid=6705423
And just ONE more thing, Fool . . . the BIG NEWS today that the ALNY IV Board is conveniently IGNORING is the NEW ISIS PATENT for Single-Stranded RNAi! . . . "Isis Receives Notice of Allowance That Expands the Scope of Key RNA Therapeutic Patents for Single-Stranded RNAi Technology" . . . http://finance.yahoo.com/news/Isis-Receives-Notice-of-prnews-11465432.html?x=0&.v=1 . . . Fool . . . MARK Potted's WORDS . . "ssRNAi is the ONLY KEY that unlocks the SUCCESS for Alnylam! . . . AND ISIS OWNS THE KEY!"
Go to the Head-of-the-Class with ISIS! . . . Fool . . . Do YOU still BELIEVE???
<<Hey foolcell you have never figured out the game? Some day I will tell you who I'am.>> Please spare me. However,because you're such a amiable guy, I am going to give you some valuable advice that will improve your posting. I am surprised YOU never figured out this game. The things is, every time you use the tired cliche "LOL" your credibility goes down 50%. This is well known by people who have studied these boards, as it indicates an attempt to appear sarcastic but instead it comes off as desperate. For example, "Alnylam has signed platform deals with Novartis, Roche, and Takeda--as if that means anything you morons. LOL." The sentiment simply rings hollow. Above all, it is dishonest, and people who are chronically dishonest cannot help but develop some self-loathing, whether on the conscious level or not. You will fell much better in the long run if you try to make sure that everything you say has some meaning to it. Criticize Alnylam if you want, but "proof by assertion" and false sarcasm are not the best way to get your point across. You're welcome.
ssRNAi, ssRNAi, ssRNAi......more than 500shares more than a few dollars. Hey foolcell you have never figured out the game? Some day I will tell you who I'am. It would surprise the IV idiots.