- Alnylam presented at the JMP Securities conference on 9/28/11 - click here for full webcast calendar and links to my notes.
- More detailed RNAi, pipeline, and company info can be found on the ALNY stock research page.
- See my webcast notes below:
- Analyst host: ALNY is one of only a few companies that we don't cover that we invited. I believe they have a novel and broadly applicable platform
- Presentation by IR director and VP of finance
- RNAi has experienced fundamental underlying technological advancements in the last 12-18 months
- We have treated over 500 pts total, over 60 pts and 200 doses via systemic administration, one patient on therapy well over a year - helps understanding of human pharmacology
- TTR - flagship program for 5x15 strategy
- RSV infection phase 2b trial - in patients who have had a lung transplant
- Regulus (joint venture with ISIS) lead programs in microRNA (miRNA): HCV (mir122), heart failure, fibrosis (mir21), also mir33 work mentioned
- Biotherapeutics - 2 collaborative efforts underway with undisclosed partners around current commerical products. Goal is to improve quality, quantiy, or other attributes
- anemia IND 2012, hemophilia IND 2013, name 5th 5x15 program in 4q2011
- huntingtin IND 2012 in partnership with Medtronic
- analyst - "struck by inherent capital efficiency of 5x15 programs"
- no q&a session on webcast
RSS Feed
