Read ARWR's November 14, 2011 press release. It states that Leonardo Bio is "a portfolio company" of Arrowhead Research Corporation.
Hparch, a few questions:
1. What is the level of your confidence that BIND's Accurins are "precisely like" ARWR's DPC?
2. Does this change your "$200-300 mil market cap" statement about ARWR?
3. What is the level of your confidence that BIND's Accurins infringe on ARWR's DPC patents? Can you point me to web pages that relate to these issues from both ARWR and BIND's perspective?
4. ARWR acquired DPC from Roche. Subsequently, Roche entered into some sort of collaboration with BIND. How do you think about such a collaboration? Does this suggest that DPC's are somehow functionally different from DPC's? Why would Roche sell off DPC's only to collab with BIND regarding identical Accurins? Was Roche just kicking BIND's tires to fully confirm for themselves the identical nature of Accurins? Any light on this will be appreciated.
Earlier today you said, "DPC appears to be so incredibly special, one has to ask why, and why there aren't other systems like it?"
In response to another poster you said, "BIND is interesting - their delivery product, Accurins, is precisely like ARWR's DPC (polymer encapsulation, targeting ligands, etc..), and their web site indicates that they can deliver all sorts of payloads as a drug delivery platform, including RNAi, as well."
1. Were you previously unaware of BIND?
2. When did you first learn of BIND?
3. Does the existence of BIND temper or lessen your incredibly bullish statement made earlier today that "an eventual $200b - $300b market cap for this type of capability [meaning for ARWR].... [T]his is serious stuff, everyone. It could have ramifications well beyond anything that we have been seriously contemplating at the moment..."?
You said, "DPC appears to be so incredibly special, one has to ask why, and why there aren't other systems like it?"
Have you looked at BIND Therapeutics? I would very much like to hear your thoughts comparing/contrasting ARWR's DPC to BIND's Accurin.
"Sanofi announced today that the LixiLan-O Phase III clinical trial met its primary objective in patients with type 2 diabetes...."
UNIS' "Imperium is a prefilled, disposable, multi-day wearable insulin pump that does not require filling or assembly by the patient. Because it is prefilled and pre-assembled like an insulin pen...."
"LixiLan is the Fixed-Ratio combination of Sanofi’s Lantus® (insulin glargine), the world-wide most prescribed basal insulin, and Lyxumia® (lixisenatide), administered as single daily injection via a disposable pen." - See more at: http://globenewswire.com/news-release/2014/02/06/607924/0/en/Zealand-informs-that-Sanofi-has-announced-initiation-of-the-LixiLan-Phase-III-clinical-program-for-the-Fixed-Ratio-combination-of-Lantus-and-Lyxumia.html#sthash.pXuPpGVU.dpuf
We all know your m.o. When you say "Strong Buy," you are a seller simply looking to goose the sp. You are fooling no one and your effort to deceive is pathetic.
AS stated he had several deals done in everything but execution sometime around May/June of 2013 (if my memory serves). No names of companies were mentioned. The actual Sanofi deal wasn't officially announced until about the following September and then the Hikma deal soon followed.
Not sure if the above answers your question.
Just yesterday Investron asked essentially the same question of Wyattkap so there can be no legitimate reason for him to avoid answering your question.
Nevertheless, I suspect he will ignore your question because of extreme embarrassment.
Good luck to you.
Holdencf said, "I don't see how they dose humans by YE?"
ALNY's roundtable HBV presentation did not assert they are going to dose humans by year end. They said they are going to file the Clinical Trial Application by year end and that those [early stage] trials will be concluded by year end 2016.
That said, I was not impressed with ALNY's HBV roundtable presentation.
Questions that Should be Asked during the next UNIS Conference Call
1. Pursuant to the terms of the global strategic agreement with AbbVie entered into on January 15, 2015:
a. Has UNIS received the $5 million payment from ABBV for the exclusive right to form and enter into a mutually-agreeable development and supply agreement with Unilife?
b. Is there a time frame or date by which the development and supply agreement must be finalized and executed? If so, what is that date?
c. Can you provide any additional color regarding the timing and status of those negotiations with ABBV?
(Anyone else have any suggested questions?)
"If ARWR Were $70 Today We'd Be Complaining"
---Investron, you have long been the biggest complainer on this board.
"There is nothing to say."
---Investron, you are the king of saying a whole lot of nothing.
"All these stupid posts trying to justify the price play into the shorts' hands."
---Investron, Exhibit A of stupid posts are your relentlessly stupid posts.
"ARWR can be cranking out better and deeper pipeline than ALNY such that it will make the superiority of DPC very clear."
---Maybe that will be the case in the future but that is clearly not the case now and wasn't the case when you stupidly and arrogantly recommended shorting ALNY $50+ points ago.
ALNY has at least 5 subcutaneously administered compounds in the clinic (i.e., in man) right now.
Despite the fact that you claim "ALNY's website still has the product pipeline bar chart in the 'development category,'" other sections of their website as well as press releases clearly show/state that the following compounds are administered subcutaneously:
1. Phase 3 clinical trial of revusiran in transthyretin (TTR)-mediated familial amyloidotic cardiomyopathy (FAC);
2. Phase 1/2 trial of ALN-CC5;
3. Phase 1 clinical trial with ALN-AS1;
4. Phase 1 clinical trial with ALN-PCSsc; and
5. Phase 1 study for ALN-AT3.
Latebloomer wrote (in part):
"(I forgot the name of the company from which ALNY inherited their current basis for HBV product development)"
---I believe ALNY got their HBV stuff from Merck.