traditional pharmaceutical industry is based on a simple principle: to discover the so-called "magic bullets" that can cure disease or relieve symptoms. For years it was a search industry by trial and error: a chemical is tested to see if it worked. If you did not work, try the following. Many of these compounds were artificial dyes, drugs or natural compounds and plant extracts. drugs were sought blindly. This paradigm quite primitive monopolized medicine until the invention of biotechnology, with the founding of the first company Biotechnology: Genentech. Investors in Genentech are rich today, multiplying your investment by 100 in 15 years , so that today would be 10mil euros one million euros. The idea of \u200b\u200bGenentech and other Biotechs early as Amgen, was to take human proteins, whose function was known, produced industrially and used as drugs. The patient was cured with substances that were not artificial, and dyes, or exogenous, such as plant extracts, but with substances produced by the human body and in which the patient was deficient. The first medicines were based on growth hormone, insulin or interferon, and antibodies to other proteins. It had the advantage that would not be so blindly. why biotechnology has saved many lives and become billionaires many investors. But biotechnology has a limitation: only proteins could act outside of cells, primarily in the bloodstream. entry and manipulation within the cells was forbidden territory. But the Nobel Prize for medicine this year honors the discovery that may forever change the treatment of disease. After many years, there is finally something to get excited about back in business pharmacist: RNA interference or RNAi. Two companies are the most important patents for this process: Sirna Therapeutics and Alnylam Pharmaceuticals . Both have increased their price by four in the last two or three years. And big companies have realized they are at risk of being left out of a total revolution that potentially encompasses the best of both worlds: able to develop as drugs, without going blind, as in classical biotechnology, but also access all corners of the human body, not just the blood, as in the pharmacy of the classic "magic bullets." Merck has been the first to react. Just make an offer for Sirna Therapeutics for more than one billion dollars. If there is a bidding war by siRNA, Merck opar one of the companies. Alnylam is only , which for many is even better company than siRNA. How may pay by Alnylam? Think it's scary, but the scariest thought may be worth as Alnylam if not sold and becomes the new Genentech of Biotechs 2.0 ... Alnylam Could be the Google of the pharmacy, the absolute ruler?
Disclosure: I have had shares of both companies in the past and still hold shares of Alnylam, as mentioned in a previous post.
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