Alnylam Pharmaceuticals, Inc. (ALNY)

Have been watching Alnylam for a few years and am throwing it in the caps portfolio. The risk is very high with technology like this but the price seems right and think it will out perform in the mid term.

Alnylam's pipeline is impressive, although the company website is rather crytpic. Nevertheless, they have demonstrated clinical know-how in the RNAi field and should rake in more up front payments as time progresses.

Thing about this play, if the company achieves success in the first few trials, sky's the limit. Consider Biodefense: Some pathogens that worry government scientists - F. tularemia for example - have no real treatment options. RNAi could be developed overnight for these cases. The human genome is sequenced, therefore safety should not be an issue. Now, I am not suggesting the money for Alnylam is in biodefense and orphan diseases, but the publicity won't hurt.

If the phase II study of its lead RNA interference (RNAi) drug ALN-RSV01 in lung transplant patients naturally infected with respiratory syncytial virus is successful, this stock will really take off. A wise investor will be able to make money off the rise that typically precedes the release of these trials.

RNAi will transform medicine. With over 600 million in cash-very little premium is baked into this cake

Low debt/equity (0.02) enables price compeititve products (01/03/2009)

New cancer fighting mechanism discovered involving rna factors cut screen for early ovarian cancer.

Great tech, great partnerships, plenty of cash on hand for the short term.

MAJOR PATENTS IN RNA INTERFERENCE WITH STRONG PARTNERSHIP WITH MULTIPLE MAJOR PHARMACEUTICAL COMPANIES.

Oversold (but then again, what isn't?!)

nice pullback - speculative pick

RNAi

we need are generic grugs

This stock was picked by TMFPhila for the 2008 Stockpicking Contest.

amazing science. we'll see if they can get it to work, though

Alnylam is the only leading player with loads of patents in the RNAi technology. Its recent joint venture with Roche will greatly help both companies. Also, its separation from Merck, who bought out the only viable other competitor Sirna Therapeutics a while ago, opens the door for other large pharms to hook up with ALNY. Just a matter of time before this technology takes over in the industry. Reminds me of Amgen and Biogen and, even , Celgene.

validated platform, IP position impenetrable

They have excellent researchers working in the RNAi field, and they own most of the interesting patents.

life changing science, brilliant management.

Leads the pack in one of the most intriguing developments in biotech (RNA Interference) to come along many years.

This company has huge potential to become another AMGN or DNA in coming years.