Gene silencing is extremely variable even in the lab, in a dish. siRNAs (which are the silencing agent) are very difficult to deliver, don't get into cells well and have myriad side effects. I worked on one of the first papers using gene silencing (J. E. Garrus, et al. Tsg101 and the vacuolar protein sorting pathway are essential for HIV-1 budding. Cell 107, 55-65) and while it worked fairly well in this particular instance, my experience with this technology was very hit or miss (mostly miss). The FDA frowns on hit or miss.... Roche recently abandoned their program in this area, Novartis dumped their program as well. This is one technology that AMRN does not have to worry about....
its always a pleasure to hear from experts makes me feel like a novice in the field..my research project in university was known as the molecular basis of disease where we looked at gene silencing, gene activation replication things like that
tbh i agree that AMRN doesnt need to worry about this now however in the future i think genetics will basically run the biopharmaceutical industry but thats probably 30-40 years plus at least
Sentiment: Strong Buy
I think TKMR,ALNY are targeting LDL where Lipitor,Crestor is designed for-but because of side effects-- offer TKMR,ALNY a good chance.But this subgroup is very small --only 3 million people.
If it was big--Pfizer or Astra Zeneca or Merck would have bought TKMR or ALNY by now.
If you look at Jupiter Study-Crestor lowered LDL-C by over 50%--but it lowered C-rp by 37% for a group of 15000 with MEDIAN C-rp of 4.3 and 70% with C-rp greater than 3.0--considered a danger point in C-rp scale.
Inflammation is more important than LDL-C. LDL-C slowly can raise C-rp.
Dr.Barry Sears told me that Americans have very high AA/EPA ratio compared to Japanese.He considers this ratio AA/EPA to be an early warning indicator of Inflammation-- of C-rp.
Dr.Sears believes HIGH consumption of EPA by Americans can lower heart attacks.
I'm getting in way over my head so need to be careful... I don't disagree with anything that you have said. I think the way to make my point is that the underlying science or technology that currently addresses wht you have said is probably 10 to 20 years old. I don't want to get hung up on the specifics of TKMR, Crestor or market sizes but from a much broader perspective, is it wise to keep an open mind to "gene therapy" or another solution that people may not have thought of yet? Are the "cutting edge, blue sky, theoretical guys in the labs" at say Pfizer or Abbot one step ahead of Amarin?? I don't know.
I'll be very honest as I've done some work on gene silencing...its a bit of a hit and miss science..its damn near impossible to know exactly where a gene is *markers give relative positions there is no exact science for this* therefore like in Huntington's disease where the area of the gene is coded for and we are able to splice that area out after years and years of research (along with non coding DNA which we don't know what it does) this is a science that is still developing ...while I was studying they found out about RNA expressors which control expression of a gene...I don't claim to be an expert but that's about what I can say
Sentiment: Strong Buy
Pl.read Will Sanofi & Regeneron Ride ODYSSEY Into Riches? by John LaMattina,Former President of Pfizer R&D.
They have started Outcome study already--to satisfy FDA.
Their product won't be in the market for 2 years.
So Alnylam and TKMR are competing agains Gorillas.
My own (lay) "take" is that the cardio market is HUGE and that we're at the beginning of a "wild west" kind of scenario in that so many people from so many fields are vying for a piece of the action. Given the money at stake (and the pressure on some CEOs to turn things around) and the time lines involved for pay back, many "big pharmas" may be opting to leave no stone unturned before writing big checks. To some extent, is it fair to say that the basic science behind omega 3's is already yesterday's news? Gene silencing may be hit and miss now but where will it be in five years??