Chief Academic Officer for Cardiology at Cleveland clinic also agrees that ASOs inferior to siRNA, at $ARWR discussion in June. Called RNAi and “No Brainer “ over ASOs
https://t.co/qL8eogRGWU
@3IDWarrant@TTRAmyloid He’ll need more than luck...
RE: $ARWR plozasiran vs $IONS olezarsen, Dr Nissen @ R&D event today “Well, this is a no-brainer really. You’ve got a drug that the ASO class has more AEs and shorter duration of action” also not as effective, who wants the ASO?
New paper: The Forced Move - Part 3, Roche.
Roche sold Arrowhead its founding RNAi business in 2011. Buying it back now would mean paying a fortune to reclaim the science it once let go. $ARWR $RHHBY
https://t.co/NcDEz9EfXi
$beam $bold for the kids in the last row not paying attention:
In the patent system, you disclose something so society has benefit of that knowledge; in return you get time-limited exclusivity and can license; it does not matter if the person receiving that knowledge feels he is better suited to finalize the product;
in addition to disclosure, biotech relies on trade secrets; when you change your employer, you cannot just take trade secrets with you; esp with $BEAM, which has been formed in the $alny mould, I'd be surprised if these trade secrets werent protected as part of a strict werent non-compete.
New paper: The Forced Move - Part 1, Novartis.
A bit of game theory on why the partner that knows Arrowhead best is the one that can least afford to let a rival have it. $ARWR $NVS
https://t.co/bYC25GUfLM
What an incredible week in Chicago! Thank you to everyone who visited us at #NLASessions and #ENDO2026; the conversations and connections mean everything.
We’re leaving ready for what's next.
We're hosting Part I of our 2026 Summer Series of R&D Webinars beginning with a focus on our #Cardiometabolic pipeline!
Tune in to hear presentations from external experts and Arrowhead management.
Learn more: https://t.co/uDxZUpf7KW
New paper: The Platform Gambit, Why Arrowhead Doesn't Need a Buyer
Most biotechs must sell. $ARWR is the rare exception: owns its mfg, has an approved drug, runs a platform deep enough to fund its own future.
The one who can walk away sets the price.
https://t.co/bkAKGLfDeq
Another good White paper for $ARWR from @BioBoyScout Arrowhead’s #AI Edge Isn’t the AI, It’s the Data
I found it interesting both for the shared $ARWR insight and #AI discussed for drug development, but quality #Data is key within drug development.
https://t.co/lDCakWIhkE
The work in Chicago continues with #ENDO2026 June 13–16! 🌆
Find us at Booth #3719 to learn more about our data and what we're working on!
Come say hello; we look forward to connecting!