who's going to subscribe?, page-32

Hi Max,

You said,

"I think that Alnylam would seriously be looking at BLT. I suspect that they are most likely to be the 'third-party' in the UK patent dispute, as they bought Nucleonics IP and would see BLT as major competition. Their recent legal woes might prevent this however."

I wholeheartedly agree with this speculation. I guess we will have to wait until after the UK action before we find out. However, if this takeover does not happen I believe that a Chinese pharma could will be in the mix if the Biomics program takes off in 2012. It would not surprise me in the least if Chinese pharmas were looking to leapfrog their western counterparts in the advancement of new therapeutics.

If this is the case, buying BLT on the cheap would make perfect sense. It would also probably see the fast tracking of some of the therapeutics as the testing regime in China may not be as robust as the US and other western jurisdictions.