Re: Stock Rise
I find it hard to believe that Vir would be interested in 729 given that they already have an RNAi asset that is on par with Arrowhead's; the other compounds of ABUS are simply too early in development to be immediately ready for combo trials.
On the other hand, there are many Big Pharma companies (and I include Gilead here) that do not have exposure to HBV knockdown while it is becoming very clear by the data that RNAi is THE approach that is bringing the space a significant step forward towards functional cures. Nobody with HBV ambitions can afford to be left out here, and therein lies the value of ABUS IMO.
Glad that ABUS is picking up speed now. I expect momentum to continue as we have seemingly surmounted tax loss selling and there is so much catching up to do.