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Re: Dowdy Solstice publication RNAi delivery Its a major scientific step forward for RNAi therapeutic delivery. Other companies (ALNY) could simply license the technology if required. I have ALWAYS PREDICTED (look through my posts years ago) that delivery companies (companies with proprietary delivery technologies) are far riskier for investment than ALNY. The simple reason is that we will see continual refinement and advances in delivery technology and chemistry (as today). These delivery companies will undoubtedly grant licenses. It is near impossible to figure out who will ever come up with THE delivery technology. Indeed I think no one delivery technology will ever dominate. I have invested in ALNY as a platform company that can bolt on delivery technology as it appears. Other RNAi companies can also do the same deals and license new delivery technology as it appears. It is a win win for all and all RNAi companies benefit long term when new advances like this appear. PB. |
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Msg # | Subject | Author | Recs | Date Posted |
31807 | Re: Dowdy Solstice publication RNAi delivery | Steve_382 | 0 | 11/18/2014 8:44:17 AM |