Van Yahoo-forum, leuke lijstjes, zitten goede punten tussen:
Michael komara on facebook reminds us why arwr is the most underrated bio on ws:
Here are 25 great reasons to continue to buy and hold ARWR:
1 - Eleven (11) drugs in the pipeline with many more planned and coming soon (3 are partnered).
2 - Successful and profitable Johnson & Johnson and Amgen partnerships with more milestone payments coming.
3 - ARWR has over $400 million in cash on the books to maintain ongoing operations for many years into the future.
4 - ARWR has a highly relevant and safe platform in TRiM based on Nobel Prize winning RNAi science with which they are early to market.
5 - Passionate, committed, talented, “rock star” leadership with a proven track record of success who are out presenting regularly to their industry peers and medical science thought leaders about ARWR.
6 - Strong business plan with relentless execution and ability to adapt to the market and its competitors.
7 - Ability to recruit, retain, or partner with the very best talented people to keep up with the growing business plan.
8 - Dozens of patents in place to pursue in the future.
9 - Very strong average analyst rating of $61 (per E*TRADE) by multiple top tier firms.
10 - ARWR has already helped hundreds of patients around the world suffering from terrible diseases such as HBV, AAT, and soon CF, NASH, RCC, cardiovascular diseases, and many more.
11 - Relatively small float compared to future revenue potential.
12 - Efficiency based on number of employees.
13 - Medco acquisition shows potential for RNAi with successful phase 3 data.
14 - Successful manufacturing expertise for RNAi.
15 - Future partnerships that will drive share price/cash flow up.
16 - Only 3-4 other publicly traded RNAi companies.
17 - Novartis and Roche patents that may surprise with new candidates.
18 - Will have 20 candidates in pipeline within three years.
19 - RNAi works well so far using their patented TRiM delivery platform.
20 - Shorts got a lucky break with COVID-19 downturn and many got out of ARWR recently.
21 - Extra Hepatic… the RNAi leading company outside the liver.
22 - ARWR “Only goes after validated targets! Because nature has already done the experiment for us.”
23 - Innovation leader… from concept to clinic as well as clinical trial design.
24 - Speed: “New FDA approved PIVOTAL DESIGN TRIALS, allows ARWR to get old style PH2B data at our new PH1 level. Thus, faster proof of concepts (POC’s) allow for rapidly stacking up SPECIFIC FRANCHISE DEALS to fund the IN HOUSE CANDIDATES.”
25 - High investment return.
Wall Street does not understand:
1 - This is a naturally-occurring, physiological process.
2 - These agents do not work like traditional, small-molecule drugs.
3 - Proof of concept (POC) comes in Phase 1 of these trials. Maybe even in preclinical testing.
4 - Scalability.
5 - Proof of concept for ARWR is centered around a PLATFORM, not just individual agents.
6 - ARWR’s bioinformatics is a massive value determinant.
7 - ARWR’s patent work behind the scenes.
8 - Dozens and dozens (hundreds) of treatable diseases.
9 - Partnering business model is a huge value driver.
10 - Previously untreatable diseases.
11 - Safety!
12 - Efficacy.
13 - Cost.
14 - Duration of actions.
15 - Patient-friendly treatment regimens.
16 - Significance of ARWR’s Extra Hepatic (outside of liver) capabilities.
17 - Quality of ARWR’s leadership.
18 - Significance of ARWR’s ARC-520/1 data.
19 - Speed of development!
20 - Significance of domino effect that will occur with approval.
21 - Significance of ARO-AAT’s ability to stop all liver production and what that means for liver healing.
22 - Proof of concept has ALREADY occurred for ARO-APOC3!
23 - Adaptive trial design equal faster path to market and through the FDA.
24 - New cell types will allow for blow-it-out expansion of pipeline.
25 - RNAi technology is scalable for manufacturing… allowing commercial volumes to be established easier once POC is demonstrated.