Re: ALN-VSP
I always got the feeling that they pushed ALN-VSP off to Ascletis as part of severing ties with Tekmira, not really expecting or even hoping the program went anywhere (they even tried to get out of paying a $5M milestone to Tekmira that was tied to advancement of the program by Asceltis). It's still using 1st generation LNP technology, not even the MC3 lipid used in Patisiran.
I agree with xtratime, oncology is very competitive and not the best application of RNAi technology. The last thing the company needs after the Revusiran failure is to push another marginal program into development.