$TKMR SNALP LNP most potent RNAi delivery tech for liver, $ARWR needs single molecule DPC to come close. 2-molecule good start though.
I'm not sure what you are asking? Alny has not disclosed anything. And even if they would be trying and testing DPCs they sure are not going to pr it. If you know a little about the history of how they tried to get around TKMR..
Alny has their own delivery technology which they are trying to sell and disclosing they are using/testing DPCs wouldn't really help ...
funny thing is company should be valued at 200-400 M but because it isn't lets put a 18 price target on it to keep in reasonable.
should they raise funds when the stock is undervalued, at a discount to its peers? I would rather have them do a deal, get milestones, start collecting revenue and raise money at $20+ and then start more clinical programs. Short term they don't need the money, and even longer term they may not need it anytime soon
He was impatient. And he was at least right that tkmr share price did not move. And still is way undervalued. He learned that having great tech and a solid company doen not equal higher share price. Which you can still see today
In terms of number of possible programs, sure.... Lots of possible targets to work on. Other than that I certainly think it has much more potential and hopefully in a few years much more clinical success.
from the tkmr mb:
dmorfey•22 hours ago
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Wrong on the 6 months. According to their last CC, they have enough cash on hand to last into 2015. By then... cash will not be hard to come by.
"Building upon our strong balance sheet and accomplishments to date, we are confident that we can continue to create significant, sustainable value for our shareholders."
after this run up that is a bold statement to make. So I expect some great deals in the next few months.
I really don't like to compare these companies too much. It all depends on progress, and both could do well. I personally feel tkmr has much more potential because of the cash position, progress, revenue, and different targets they are working on. Not to mention the possible BD deals they can do soon. Especially the low share count could take TKMR up to 60+ without too much dilution. ARWR on the other hand will need cash again in the next 6 months or so. And then again.
I think many people do not quite understand this part of fridays news:
"Lowered levels of Chromogranin-A (CgA) are linked to improved survival and favorable response to treatment in neuroendocrine patients. We are encouraged that a GI-NET patient who achieved stable disease showed a greater than 50% decline in CgA levels. We intend to collect CgA data in our ongoing TKM-PLK1 Phase I/II clinical trial and expect to have results from this completed trial by mid-2014. If supported by the data, we will commence a pivotal trial in GI-NET in 2014," added Dr. Murray.
If they can easily show that chromogranin is linked to the survival they will have a great treatment and they don't have to continue the treatment in patients who do not respond. This will make it very easy for doctors to start PLK1 treatment if the trials get the results I'm hoping for.