Sep. 15 at 11:35 PM
$ARWR At one time, I owned a load of Dicerna stock and weathered the trade secrets IP litigation with ALNY after ALNY had purchased Merck’s Galnac technology back in 2014. Those were two RNAi companies though. In this case, because IONS is an ASO company and ARWR is an RNAi company, IMO it seems that IONS is just climbing Mt. Everest with its assertions. However, I do think ” game is on“ now between these two companies and expect ARWR to be super aggressive in marketing Plozasiran. ARWR has a distinct advantage too with the better drug for FCS and probably SHTG too.
