casey analyst forecasts explosive biotech grow, page-6

At the end of the day though, with patents running out and the delivery problem far from solved, and the research exemption, few companies will need to pay Alynlam anything.

Of course the same could be said for Benitec. But, there is the chance of patent extension due to the 6 year hold up because the examiners didn't know their arses from the elbows and we have proven delivery of a ddRNAi construct out past 3 years. Alnylam have a month tops.

Think of this: Pfizer thought enough of TT-034 to offer Tacere up to $145million for the program and Tacere has now been bought by Benitec for $1.5million or 9% of Benitec at a much later stage in the program, I would argue that if things start to look promising for ddRNAi as a therapeutic platform, then we should be worth at least $1.6billion.

This is conservative, but, as Dank points out, if you start talking much bigger than this, people start wondering when you stopped taking your medication.