Hi team, Alnylam (which Hottod mentioned) gave an insightful presentation at the JPM healthcare conference.
Looks like they are starting their CNS journey in ‘22 too - with a focus on Alzheimer; could PYC be ahead of them as I’m not sure if the conjugate they mentioned is superior than what we are about to announce - maybe they should just use ours? They also have an ocular lead targeting stargardts in the pipeline.
They claim to be a leader with 4 drugs passed clinical and in market - $17.5 US Billion - > if we can get VP-001 and VP-002 in quick succession to market via an aggressive Phase 1/2 trial timeline to catch up on delays + CNS lead with validated pre-clinical work up (to the quality of VP-001) then we are somewhere in the middle of the RNA pack I say…
It seems like a race to be first in class to deliver results for patient cohort for a myriad of indications, that’s growing by the day.
will it help if we can leverage some ML smarts to scale up our efforts?
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