I should have said (couldn't remember this morning) the other two I'm aware of are Dicerna and Covergene.
The last line of my post this morning was a bit of a throwaway line and with hindsight a bit alarmist.
A bunch (not all) of the competitors look like they are focussing on small molecules which inhibit myc. Now, I don't have detail but this approach is likely to have its fair share of challenges in terms of side effects even if some of these drugs are efficacious.
More to the point is that PYC do not have a minute to waste and need to continue to demonstrate a path to clinic by end 2017. Otherwise, they (and we!) will be left behind in the wasteland of ASX life sciences broken promises and continuous reinvention.
PYC has competition, page-5
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