Wow - what a thread. Just caught up on it from start to finish.
Well stated andrewm457 - always good to have questions raised to test as much as we can.
But a pretty underwhelming bunch of concerns raised in the end I think by Curis, and not considering the bigger picture or for that matter the facts. Even CoH HIV trial had some pretty exciting data (as Rossi put it), yet it was just a teeny safety dose.
Antisense cannot be compared to ddRNAi. It's not in the ball park of potency. A pushbike and a Veyron both use wheels to travel, but one has a damn site better chance of getting you across the Continent in a day than the other.
As for pricing strategy, lets address that good problem when we get it. But it sure won't be a case of breakthrough progress has to be made to wait simply because big pharma execs want to maintain their pill dispensary pricing strategies they're comfortable with. History has plenty of relics to demonstrate that kind of folly.
BLT Price at posting:
$2.18 Sentiment: Buy Disclosure: Held
