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1. [verwijderd] 6 november 2006 12:26

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   finance.yahoo.com/q?s=alny
   
   Na de overname van sirna is nu alny alleen nog over als enige bedrijf dat veel met rnai technologie doet. Na de flinke stijging op laag volume lijkt me dat nu, na een kleine terugval, er een leuke koopkans is/komt.
2. [verwijderd] 6 november 2006 12:26

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   Analysis: Alnylam taking lead in RNAi
   By STEVE MITCHELL
   UPI Senior Medical Correspondent
   WASHINGTON, Nov. 3 (UPI) -- Alnylam's third-quarter earnings beat Wall Street's expectations and the company is fast emerging as the leader in the RNAi space, since Sirna is being acquired by Merck.
   
   Michael King, an analyst with Rodman and Renshaw, told United Press International the company's third-quarter numbers were less important than their R&D developments.
   
   "I don't think it's really an earnings-driven story," King said.
   
   The clinical milestones and expansion of their agreement with Merck for RNAi-based therapeutics are more significant, he said.
   
   The Merck deal "is an important endorsement on the part of Merck that they're encouraged by what they see," he said.
   
   Alnylam said it was expanding its July agreement with Merck to include a new co-development program for an RNAi therapeutic for an undisclosed disease. Alnylam may co-promote products that result from this program.
   
   Under the terms of the agreement, RNAi therapeutics will be developed for two additional disease targets selected by Merck. Alnylam is eligible for milestone payments and royalties on these products.
   
   In a research report issued Friday, King rated the stock as "outperform" and noted that Merck's recent deal to acquire Sirna for $1.1 billion opens the door for Alnylam to emerge as the front-runner in the RNAi arena.
   
   "With Sirna gone, Alnylam is the only game in town," King stated. "We believe that the large premium paid by Merck reflects the current interest that the industry has with RNAi technology. To that point, we feel that Alnylam has taken steps to ensure its position as the clear leader in the RNAi space, with unique clinical programs, strong intellectual property positions, and some of the best scientific minds in the space leading the charge."
   
   King also praised Alnylam's pipeline, noting that RSV01 for respiratory syncytial virus recently entered a phase 1 trial.
   
   "As an unpartnered program, ALN-RSV01 is a highly valuable asset and an attractive licensing candidate," he stated.
   
   However, this is somewhat offset by Alnylam's announcement that it was delaying its anticipated filing date for an investigation new drug application for ALN-FLU01 for the H5N1 strain of bird flu to early next year.
   
   Alnylam said its net loss for the third quarter was $7.4 million, or $0.23 per share, beating consensus estimates of $0.33. The company's revenues totaled $8.2 million, up from $1.4 million in the year-ago quarter.
   
   Alnylam said it expects to have more than $115 million in cash by the end of the year.
   
   Bear Stearns analyst Avanish Vellanki said Merck's acquisition of Sirna may actually work to Alnylam's disadvantage.
   
   Vellanki downgraded the stock from "outperform" to "peer perform" based on the "significant appreciation of shares due to the acquisition of its competitor and its implications for a take-out of (Alnylam)."
   
   However, Alnylam may not be ripe for acquisition any time soon, Vellanki noted. Merck has been bullish on RNAi platform, but most other major pharmaceutical and biotech companies will probably wait for additional validation of the field before moving ahead. Alnylam probably won't peak anybody's interest until it has solid data for RSV01.
   
   "We do not view an acquisition of (Alnylam) to be probably in the near-term, until positive efficacy data from its lead candidate for RSV infection ALN-RSV01, suggest proof-of-concept," he stated. Early data on RSV01 isn't expected until mid-2007, with additional data anticipated in the latter half of the year.
   
   Overall though, Alnylam will likely fare well in the RNAi space, due to the intense interest surrounding the field.
   
   "Our continued enthusiasm for the long-term potential of siRNA therapeutics, leads us to suggest using any periods of sustained weakness in the stock to re-enter the story," Vellanki stated.
   
   Alnylam reported that the Department of Health and Human Services did not award it a grant for its pandemic flu program. Vellanki said this was unlikely to hurt the company since its partnership with Novartis covers research and development expenses related to the pandemic flu program, but it does remove a potential catalyst for the stock.
   
   
3. [verwijderd] 7 november 2006 11:49

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   Alnylam and Yale University Scientists Demonstrate Therapeutic Silencing of Disease Target Associated with Acute Lung Injury Using RNAi
   
   CAMBRIDGE, Mass.--(BUSINESS WIRE)--Nov 6, 2006 - Alnylam Pharmaceuticals, Inc. (Nasdaq: ALNY), a leading RNAi therapeutics company, announced today publication of data demonstrating that an RNAi therapeutic can silence angiopoietin 2 (Ang2), a key mediator in acute lung injury. In a paper published today in Nature Medicine, scientists from Yale University and Alnylam demonstrated inhibition of acute lung injury and cell death in animals with administration of small interfering RNAs (siRNAs), the molecules that mediate RNAi, targeting Ang2. These in vivo data showed silencing of Ang2 in the lung, and contribute to existing data demonstrating the potential for developing RNAi therapeutics that target diseases associated with the lung, such as respiratory syncytial virus (RSV) infection, influenza, and asthma.
   
   "These results showed that we were able to design and synthesize siRNAs that, following pulmonary delivery in vivo, effectively silence Ang2, a very important target associated with acute lung injury," said Antonin de Fougerolles, Ph.D., Senior Director, Research at Alnylam and an author of the study. "The findings demonstrate a critical role for Ang2 in the pathogenesis of hyperoxic acute lung injury, and that silencing the Ang2 gene with RNAi may be therapeutically relevant."
   
   
   The study published in Nature Medicine demonstrated that acute lung injury caused by cell death, high and potentially toxic concentrations of oxygen (hyperoxia), and the resulting excess fluid in the lungs (pulmonary edema), may be controlled by the Ang2 protein. Data showed that local intranasal administration in mice of an siRNA targeting Ang2 resulted in specific inhibition of messenger RNA (mRNA) by more than 60 percent. A proportionate drop in Ang2 protein levels was also observed. In addition, acute lung injury was reduced to near non-injury levels as measured by statistically significant reductions in lung inflammation and cell death. Importantly, mRNA levels of other genes were not affected by administration of the siRNA, including VEGF, Bcl-2 and (beta)-actin. The study was performed in the laboratory of Jack Elias, M.D., Chair of Internal Medicine at Yale University School of Medicine.
   
   "Through this study, we have learned that Ang2 seems to be a mediator of cell death in the settings of high oxygen concentrations in the lung causing acute lung injury and pulmonary edema," said Dr. Elias. "In applying an RNAi approach, we were able to observe in mice that silencing of the Ang2 protein resulted in animals that lived longer and had evidence of decreased lung injury compared to animals with the protein intact."
   
   "We are pleased with the leadership our scientists and collaborators have consistently demonstrated in pointing to the significant potential for RNAi therapeutics," said John Maraganore, Ph.D., President and Chief Executive Officer of Alnylam. "Our commitment to scientific excellence through publication of RNAi therapeutic data in the world's top journals highlights what we believe are the industry's leading capabilities to translate the discovery of RNAi into a new class of innovative medicines."
   
   
4. [verwijderd] 13 november 2006 16:40

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   Dit aandeel staat ook op het lijstje van koop kandidaten.
   Als Merck Sirna binnen haalt, wil dat al wat zeggen over RNAI!
   Maar ik ga toch wachten tot er een grotere daling komt,lijkt mij nu al iets te veel door gestegen de laatste tijd. Vandaag trouwens ook een mooie stijging.
   
5. [verwijderd] 15 februari 2007 15:57

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   staat relatief laag, interessant om in de gaten te houden.
6. [verwijderd] 9 juli 2007 12:37

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   Roche invests $1B in Alnylam
   Agreement will give Swiss drug maker access to science that seeks to block formation of disease-causing proteins.
   
   tinyurl.com/29qqm5
   
7. [verwijderd] 9 juli 2007 17:40

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   deze gaat lekker +50%
8. nbvdb 18 september 2007 11:08

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   Ik begrijp niet dat er op dit forum zo weinig aandacht is voor dit aandeel. Voor degenen die geinteresseerd zijn, even een aantal punten waarom dit een aandeel is dat aandacht verdient:
   
   - Alny is een van de leiders in een zeer veelbelovend (langetermijn, dat wel) biotechnologie veld. Dat RNAi onderzoek in de picture is blijkt wel uit de overname van Sirna, een jaar geleden, met een koersverdubbeling toen.
   - Het aandeel stijgt de laatste maanden flink door. Van $16 in juni to boven de $29 nu. Wat er precies achter zit weet ik niet, maar speculatie op een overname behoort tot de mogelijkheden.
   - Er is bovendien ook regelmatig goed nieuws (Dat verklaart de koersstijgingen natuurlijk gedeeltelijk). Partnerships, pipeline, enz.
   
   Kortom, waard om in de gaten te houden! De Biotechnologie is veelbelovend, maar ik heb op dit forum wel eens het gevoel dat er een talent is om de eindeloos te discussieren over loosers, en de echt goede bedrijven gewoon te vergeten.
9. [verwijderd] 18 september 2007 11:46

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   Komt het in je op dat dit aandeel te hoog is voor iemands budget?
10. nbvdb 18 september 2007 13:26

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    quote:

    prutje schreef:

    Komt het in je op dat dit aandeel te hoog is voor iemands budget?
    

    Nee, dit komt niet in me op. In feite begrijp ik het niet eens. Dat kan aan mij liggen natuurlijk, dus corrigeer me maar als ik niet door heb wat je bedoelt.
    
    Hoe duur een individueel aandeel is volgens mij niet interessant.Tien aandelen van $100 zijn even duur als 1000 aandelen van $1.
    
    Als je bedoelt dat het aandeel te duur is voor wat het in feite echt waard is, dan zou dat natuurlijk kunnen. Persoonlijk denk ik van niet, maar goed, dat is de inschatting die je bij ieder aandeel moet maken. En persoonlijk heb ik liever een 'duur' aandeel met toekomst dan een 'goedkoop' aandeel dat een flink risico loopt helemaal waardeloos te worden.