Found this at the YMB
from Feynman April 30th concerning aat, cf, arwr and vertex. seems that vertex has indeed approached arwr and was rebuffed. could vertex/leerink be puling the strings on this latest take down?
Feynman: "Very interesting read-glad to see new options for CF patients. Clearly ARWR with their RNAi candidate for AAT is further ahead in the clinic (expect an update by mid-year?) and the ARWR CF drug, ARO-ENaC, which should be applicable to all CF patients could be an effective competitor for VRTX drugs (although possibly could be combined, too). Interesting that VRTX , in response to a question, talked about acquiring CF assets: "The first is we look at anything that moves in CF regardless of modality, regardless of stage of development." Given this, I wonder if they approached ARWR re ARO-ENaC but were rebuffed?"