Re: Independent Analyst update with details
I heard from BBS re your comment (I am posting here for him, as he is not an IV member):
I don't state that the ESC "platform drugs" are retired or obsolete. I state that the platform itself is retired or obsolete - that is a factual statement and is not disingenuous by any means. The ESC platform has already dropped 2 drugs, which is why they moved to ESC+. I clearly state on the webpage "current RNAi targets on obsolete RNAi platforms".
Lastly, knowing that the ESC platform is obsolete or retired is a very relevant piece of information and should specifically be pointed out. People should not think that Alnylam will develop any more drugs on that platform, but rather, just see what they have through.