RNAi: Next Phase or Next Fad?
by Michael Shulman
BiotechBlitz
I have long told our investors to avoid RNA interference stocks because the science is unproven. If you want to speculate, you can do so on more proven science.
I have also written that investing based on the hope of a major partnership or buyout is a sucker’s game. Well, these two rules backfired on me this week and bite me on the butt. Alnylam (ALNY) announced a ginormous (just added to the official Webster’; Dictionary, much to my kids’ pleasure and my discomfort) drug deal with Roche.
I don’t care! You need the metaphorical leather butt to do what I do -- nevertheless, in the interest of public service I have put together a list of names you can investigate on your own and get more hits on this blog as investors frantically search for RNA stocks.
• Alnylam (ALNY)
• AP Pharma (APPA)
• Cytrx (CYTR)
• Genta (GNTA)
• Isis Pharmaceuticals (ISIS)
• Invitrogen (IVGN)
• Nastech (NSTK)
• Sangamo Biosciences (SGMO)
• Sentek (SNKTY)
This is your research job and many of these companies seem to have done as much work on their press releases as they have on RNAi.
What is RNAi?
In the past decade or so, RNA -- a cousin of DNA (look it up on Wikipedia, I can’t do everything for you here) – has been shown to have a much more prominent role in cellular activity as a regulator of behavior. Modify RNA behavior and you can modify a disease.
A couple of products are wending (not winding -- look that one up too) their way through the labs and development process. The closest one, for age related macular degeneration, is from what used to be called Sirna, now part of Merck, the first RNAi deal to bite me you know where.
Nothing else appears close. If I sound cranky, I am – my butt is beginning to ache.
RELATED READING:
- Micro RNAs: The Last Frontier of Medicine?
- RNAi developments by Alnylam, CytRx Highlight Tuesday's Biotech News
- Merck Looking To Become RNAi Technology Leader
BiotechBlitz is a regular contributor to BioHealth Investor
________________
BiotechBlitz
I have long told our investors to avoid RNA interference stocks because the science is unproven. If you want to speculate, you can do so on more proven science.
I have also written that investing based on the hope of a major partnership or buyout is a sucker’s game. Well, these two rules backfired on me this week and bite me on the butt. Alnylam (ALNY) announced a ginormous (just added to the official Webster’; Dictionary, much to my kids’ pleasure and my discomfort) drug deal with Roche.
I don’t care! You need the metaphorical leather butt to do what I do -- nevertheless, in the interest of public service I have put together a list of names you can investigate on your own and get more hits on this blog as investors frantically search for RNA stocks.
• Alnylam (ALNY)
• AP Pharma (APPA)
• Cytrx (CYTR)
• Genta (GNTA)
• Isis Pharmaceuticals (ISIS)
• Invitrogen (IVGN)
• Nastech (NSTK)
• Sangamo Biosciences (SGMO)
• Sentek (SNKTY)
This is your research job and many of these companies seem to have done as much work on their press releases as they have on RNAi.
What is RNAi?
In the past decade or so, RNA -- a cousin of DNA (look it up on Wikipedia, I can’t do everything for you here) – has been shown to have a much more prominent role in cellular activity as a regulator of behavior. Modify RNA behavior and you can modify a disease.
A couple of products are wending (not winding -- look that one up too) their way through the labs and development process. The closest one, for age related macular degeneration, is from what used to be called Sirna, now part of Merck, the first RNAi deal to bite me you know where.
Nothing else appears close. If I sound cranky, I am – my butt is beginning to ache.
RELATED READING:
- Micro RNAs: The Last Frontier of Medicine?
- RNAi developments by Alnylam, CytRx Highlight Tuesday's Biotech News
- Merck Looking To Become RNAi Technology Leader
BiotechBlitz is a regular contributor to BioHealth Investor
________________
posted by Nico at
7:30 PM
4 Comments:
I am surprised you didn't mention ACEL. They are about at the end of a phase 3b clinical trial of Onconase. Do a Pubmed search for the publications of Onconase. Another biologic of theirs that is recently been published is Amphenase.
Take a look.
You have no idea what are you talking about. siRNAs are absolutely proven to be working well in vivo. It is bette to write an article after do a research.
Nobel Prize, 20% stake in ALNY by Novartis, Merck pays 1.1 billion for Sirna, Roche deal with ALNY, etc... What more evidence do you need ? Am I to believe that you are smarter than all these people? I don't think so. Why would any intelligent human keep shorting a sector that continually burns them?
You are dead wrong here my friend.
August 2, 2007
Mike Shulman gives extensive research info for investors to utilize in further due diligence of a stock.
My only question to him would be his perspective on 'nstk'? A company touted 17 times to date since March 16th, 2007 by Jim Cramer. Why?
They are light years away from possible Fda approval and their competitors as Mr. Shulman recently pointed out in his latest article are way ahead of nstk.
Let's not forget their absolutely disgraceful statistics.
JT
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