Alnylam $ALNY (click for research page) will present updates ALN-VSP phase 1 cancer data at ASCO - stay tuned for more details May 16th when abstracts are released.
Cubist $CBST continued to not mention their option to license ALN-RSV upon data expected mid-year 2012. ALNY also downplays this asset, so I think it is best to keep expectations low. Even if the data are good, I don't expect Cubist to opt-in and I don't expect ALNY to invest the resources to pursue the program alone.
ALNY is also trying to partner multiple preclinical and clinical programs, which the main focus being on their RNAi program directly against PCSK9 to lower cholesterol. We'll see if they can deliver.
Cubist $CBST continued to not mention their option to license ALN-RSV upon data expected mid-year 2012. ALNY also downplays this asset, so I think it is best to keep expectations low. Even if the data are good, I don't expect Cubist to opt-in and I don't expect ALNY to invest the resources to pursue the program alone.
ALNY is also trying to partner multiple preclinical and clinical programs, which the main focus being on their RNAi program directly against PCSK9 to lower cholesterol. We'll see if they can deliver.
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