Comments on: Rosetta Genomics - Mining Gold Out of Junk (Part I) http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/ Biotech stock reviews Wed, 15 Oct 2008 23:52:14 +0000 http://wordpress.org/?v=2.3.1 By: Ohad Hammer http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-295 Ohad Hammer Sat, 23 Aug 2008 09:34:57 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-295 None of this chnages my take on Rosetta. There will always be intense competition from other diagnostics based on micro-RNA or other technologies, and ROSG may have inferior products in some cases, no doubt. the great thing about this company is its highly diverse pipeline, so it won't rely on one or two or even 5 products going forward. In addition,their strong grip on the miRNA market increases their chances to domiante this field, and there are resons to believe miRNAs ideal biomarkers for cancer and other fields (in particular, the pre-eclampsia program looks great). None of this chnages my take on Rosetta.

There will always be intense competition from other diagnostics based on micro-RNA or other technologies, and ROSG may have inferior products in some cases, no doubt. the great thing about this company is its highly diverse pipeline, so it won’t rely on one or two or even 5 products going forward. In addition,their strong grip on the miRNA market increases their chances to domiante this field, and there are resons to believe miRNAs ideal biomarkers for cancer and other fields (in particular, the pre-eclampsia program looks great).

]]> By: peter http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-290 peter Mon, 18 Aug 2008 19:41:20 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-290 here's another one: Pacific Edge, LICR Publish Prognostic Gene Expression Profile for Melanoma [August 15, 2008] Welcome, Email this Story Printer-Friendly Version Ask the Editor RSS Feed In This Week's Issue Affymetrix Discusses Next-Gen Array Format, True Materials Buy, at Investor Conference In Its SNP-Genotyping Biz, Illumina Shifts Focus from Higher-Density Arrays to Content Microarray-Relevant NIH Grants in Fiscal Year 2008, July 2 — Aug. 2 Applied Precision, Microchips, University of California, Agilent Technologies Researchers Compare CNV Analysis Between Several Microarray Platforms Gentel Biosciences, Agnitio Science and Technology, Agilent Technologies, IMGM Laboratories, Bayer CropScience, Ariadne Genomics, Genomics, Illumina, Immucor, BioArray Solutions Ingenuity Systems Colin Collins, Derek Potter By a GenomeWeb staff reporter NEW YORK (GenomeWeb News) – Researchers from the Melbourne, Australia, branch of the Ludwig Institute for Cancer Research and New Zealand firm Pacific Edge Biotechnology reported today that they have developed a gene expression-based test for melanoma progression. http://www.genomeweb.com/issues/news/148865-1.html does any of this change you take on Rosetta? here’s another one:
Pacific Edge, LICR Publish Prognostic Gene Expression Profile for Melanoma

[August 15, 2008]

Welcome,

Email this Story
Printer-Friendly Version
Ask the Editor
RSS Feed

In This Week’s Issue

Affymetrix Discusses Next-Gen Array Format, True Materials Buy, at Investor Conference
In Its SNP-Genotyping Biz, Illumina Shifts Focus from Higher-Density Arrays to Content

Microarray-Relevant NIH Grants in Fiscal Year 2008, July 2 — Aug. 2

Applied Precision, Microchips, University of California, Agilent Technologies

Researchers Compare CNV Analysis Between Several Microarray Platforms

Gentel Biosciences, Agnitio Science and Technology, Agilent Technologies, IMGM Laboratories, Bayer CropScience, Ariadne Genomics, Genomics, Illumina, Immucor, BioArray Solutions

Ingenuity Systems

Colin Collins, Derek Potter

By a GenomeWeb staff reporter

NEW YORK (GenomeWeb News) – Researchers from the Melbourne, Australia, branch of the Ludwig Institute for Cancer Research and New Zealand firm Pacific Edge Biotechnology reported today that they have developed a gene expression-based test for melanoma progression.
http://www.genomeweb.com/issues/news/148865-1.html

does any of this change you take on Rosetta?

]]> By: Ohad Hammer http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-282 Ohad Hammer Sat, 09 Aug 2008 10:27:02 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-282 Thanks for posting this, peter. I didn't know Pathwork already launched their product. We'll have to wait and see how ROSG's test will look like, but this is certainly a threat.ROSG's product will be based on fewer genes and will include more tumor types. Specificity should also be superior, but there is still no updated data. ohad Thanks for posting this, peter. I didn’t know Pathwork already launched their product. We’ll have to wait and see how ROSG’s test will look like, but this is certainly a threat.ROSG’s product will be based on fewer genes and will include more tumor types. Specificity should also be superior, but there is still no updated data.

ohad

]]> By: peter http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-280 peter Thu, 07 Aug 2008 17:41:03 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-280 did you know about Patchwork? http://209.85.141.104/search?q=cache:IfYN2m5P1oQJ:www.pathworkdx.com/collateral/PWDL_Technology_Backgrounder.pdf+Pathwork+rna&hl=en&ct=clnk&cd=3&gl=us did you know about Patchwork? http://209.85.141.104/search?q=cache:IfYN2m5P1oQJ:www.pathworkdx.com/collateral/PWDL_Technology_Backgrounder.pdf+Pathwork+rna&hl=en&ct=clnk&cd=3&gl=us

]]> By: Ohad Hammer http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-250 Ohad Hammer Tue, 17 Jun 2008 07:26:49 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-250 Hi Frank Thanks for the kind words. I am happy you found my stuff useful. miRNA is indeed one of the most exciting areas in research today. From the list you brought, I like CRIS and INFI. Also watching EPIX. Ohad Hi Frank

Thanks for the kind words. I am happy you found my stuff useful. miRNA is indeed one of the most exciting areas in research today.

From the list you brought, I like CRIS and INFI. Also watching EPIX.

Ohad

]]> By: Frank P. Frazzano,III http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-249 Frank P. Frazzano,III Sun, 15 Jun 2008 15:30:52 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-249 Ohad hammer, I retired last year from Pharma after a 33 year career in Sales.Spent 5 years w/BMY, 21 w/ Bayer and 4 w/ SGP! Started out w/ a small pharma called Reed/Carnrick my first 3 years! Have just picked up on your blogg and I wanted to thank you for educating me in this exciting area of miRNA! I hold between 10-15 Pharma-Bio's and my two windfalls this year MLNM and KOSN have yielded me some new capital to invest.Doing my DD on ROSG! Have been less thrilled w/ ISIS and ALNY but diagnostics in the Personalized Trend Space(ROSG) intrigues me! It is rare that I write down a URL to learn from but yours is the exception that proves the rule!You are spot on! My compliments! Serendipity is the mother of Invention so I like the concept of "Junk-miRNA"! I have seen this play out in my career repeatedly time and again! Amikacin was taken from a fungal soil sample outside Bristol Labs-Syracuse,NY in the 70's if my old memory serves me correct! Viagra was to be a BP med not ED! Who knows what miRNA will yield? My other long BIO positions are EPIX,CRIS,FOLD.... watching INFI(Julian Adams), AVAN closely trying to get in on Price pull-backs! My pharmas are the usual JNJ,MRK,BMY,SGP(loyalty-401-K),LLY,PFE(not so proud here),and ZMR/MHS(Baby boom aging plays)! Any thoughts? Ohad hammer,

I retired last year from Pharma after a 33 year career in Sales.Spent 5 years w/BMY, 21 w/ Bayer and 4 w/ SGP! Started out w/ a small pharma called Reed/Carnrick my first 3 years!

Have just picked up on your blogg and I wanted to thank you for educating me in this exciting area of miRNA! I hold between 10-15 Pharma-Bio’s and my two windfalls this year MLNM and KOSN have yielded me some new capital to invest.Doing my DD on ROSG! Have been less thrilled w/ ISIS and ALNY but diagnostics in the Personalized Trend Space(ROSG) intrigues me!

It is rare that I write down a URL to learn from but yours is the exception that proves the rule!You are spot on! My compliments!

Serendipity is the mother of Invention so I like the concept of “Junk-miRNA”! I have seen this play out in my career repeatedly time and again! Amikacin was taken from a fungal soil sample outside Bristol Labs-Syracuse,NY in the 70’s if my old memory serves me correct! Viagra was to be a BP med not ED! Who knows what miRNA will yield?

My other long BIO positions are EPIX,CRIS,FOLD…. watching INFI(Julian Adams), AVAN closely trying to get in on Price pull-backs!

My pharmas are the usual JNJ,MRK,BMY,SGP(loyalty-401-K),LLY,PFE(not so proud here),and ZMR/MHS(Baby boom aging plays)!

Any thoughts?

]]> By: Ohad Hammer http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-245 Ohad Hammer Sat, 07 Jun 2008 07:37:52 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-245 Hi Peter (i) I addressed these issues in my recent piece on the miRNA market: http://www.hammerstockblog.com/investing-in-microrna-beware-of-hype-follow-the-money/ Totally agree with you on the therapeutics side. Diagnostics, however, represent a huge opportunity as part of the personalized therapy trend. (ii) Intellectual property is always a delicate issue and the arguments you brought up are are very relevant. Nevertheless, I still see Rosetta's patent estate is an important ingredient because: a) ROSG is not an IP company that files patents and wait for someone to license them. It is a very active company and its patents enable it to operate freely in the miRNA space and consequently develop the best products in the industry. b) The patents include more than just the miRNA genes, so they could be very valuable. c)From what we've seen so far, licensing miRNAs to pharmaceutical companies has become very acceptable by all stakeholder and I expect to see several licensing deals by ROSG already this year. There is obviously a great risk with any company in this segment, let alone a small company but I think it actually represents a very good risk/reward ratio. Hi Peter

(i) I addressed these issues in my recent piece on the miRNA market:

http://www.hammerstockblog.com/investing-in-microrna-beware-of-hype-follow-the-money/

Totally agree with you on the therapeutics side. Diagnostics, however, represent a huge opportunity as part of the personalized therapy trend.

(ii) Intellectual property is always a delicate issue and the arguments you brought up are are very relevant. Nevertheless, I still see Rosetta’s patent estate is an important ingredient because:
a) ROSG is not an IP company that files patents and wait for someone to license them. It is a very active company and its patents enable it to operate freely in the miRNA space and consequently develop the best products in the industry.

b) The patents include more than just the miRNA genes, so they could be very valuable.

c)From what we’ve seen so far, licensing miRNAs to pharmaceutical companies has become very acceptable by all stakeholder and I expect to see several licensing deals by ROSG already this year.

There is obviously a great risk with any company in this segment, let alone a small company but I think it actually represents a very good risk/reward ratio.

]]> By: peter http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-244 peter Fri, 06 Jun 2008 21:24:48 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-244 Rosg is touted as a leader is field of mirna and especially good because it has filed so many patents. The problems i see are: (i) the only commercial products on the horizon are diagnostic and there is just isn't a lot of $$$ in diagnostics (therapeutic products take 7-10 years and most of them fail, so as of today you'd have to think the chances of any therapeutic product from Rosg is at least 15 years away; consequently, no value could be attributed to a therapeutic product). (ii) its patent estate is vulnerable because: (a) there's lots of chatter about why a company should be allowed to patent something that appears in nature; and (b) whatever the patent rights, they are inherently problematic both because (I) they may not be enforced and (II) right don't mean anything unless ROSG has the resources to protect the rights by initiating and financing the enormous cost of litigation. So ROSG could be spending a lot of $$$ to protect IP that is ultimately useful only in low revenue diagnostics. (Of course, this assumes the patents are upheld) so it seems to be high risk and relatively low reward. I wonder if this is good bet. Rosg is touted as a leader is field of mirna and especially good because it has filed so many patents. The problems i see are:
(i) the only commercial products on the horizon are diagnostic and there is just isn’t a lot of $$$ in diagnostics (therapeutic products take 7-10 years and most of them fail, so as of today you’d have to think the chances of any therapeutic product from Rosg is at least 15 years away; consequently, no value could be attributed to a therapeutic product).
(ii) its patent estate is vulnerable because:
(a) there’s lots of chatter about why a company should be allowed to patent something that appears in nature; and (b) whatever the patent rights, they are inherently problematic both because (I) they may not be enforced and (II) right don’t mean anything unless ROSG has the resources to protect the rights by initiating and financing the enormous cost of litigation.

So ROSG could be spending a lot of $$$ to protect IP that is ultimately useful only in low revenue diagnostics. (Of course, this assumes the patents are upheld) so it seems to be high risk and relatively low reward. I wonder if this is good bet.

]]> By: Ohad Hammer http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-222 Ohad Hammer Sun, 25 May 2008 18:05:59 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-222 ROSG is certainly not alone now, but it was alone for several years in which it managed to get its advantage in terms of IP and discovery capabilities. From what I see, Asuragen and Exiqon are the two prime competitors in the diagnostics area. Asuragen beat ROSG in launching the first commercially available miRNA-based diagnostic product, and there will certainly be additional miRNA products, but from what I see, ROSG is the only pure microRNA company (the two other companies have non-miRNA activity and both target research labs as well) and it has the broadest and deepest pipeline. Therapeutics is another story and by the time miRNAs therapeutics reach commercial maturity, most pharmaceutical companies will become involved. ROSG is certainly not alone now, but it was alone for several years in which it managed to get its advantage in terms of IP and discovery capabilities. From what I see, Asuragen and Exiqon are the two prime competitors in the diagnostics area. Asuragen beat ROSG in launching the first commercially available miRNA-based diagnostic product, and there will certainly be additional miRNA products, but from what I see, ROSG is the only pure microRNA company (the two other companies have non-miRNA activity and both target research labs as well) and it has the broadest and deepest pipeline. Therapeutics is another story and by the time miRNAs therapeutics reach commercial maturity, most pharmaceutical companies will become involved.

]]> By: peter http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-221 peter Sun, 25 May 2008 15:32:26 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-221 you don't mention exiquon or the many other companies in the space. Rosg is not alone. Are you familiar with these other companies? you don’t mention exiquon or the many other companies in the space. Rosg is not alone. Are you familiar with these other companies?

]]> By: Ohad Hammer http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-124 Ohad Hammer Tue, 01 Apr 2008 16:00:22 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-124 Yep, I am as bullish as one can be on the comapny's position in the field of miRNA. When this field will finally mature is a different question... Regarding the quote you brought, everyone is entitled to his/her own opinion and I don't know whether ROSG was even mentioned in the above research report, but I think that ROSG's focus and IP make it the undisputed leader in the field. Don't forget that ISIS itself partnered with ROSG for developing mir-based liver cancer treatments. All in all, this report is positive for ROSG because it draws investors' attention to miRNAs. Yep, I am as bullish as one can be on the comapny’s position in the field of miRNA. When this field will finally mature is a different question…

Regarding the quote you brought, everyone is entitled to his/her own opinion and I don’t know whether ROSG was even mentioned in the above research report, but I think that ROSG’s focus and IP make it the undisputed leader in the field. Don’t forget that ISIS itself partnered with ROSG for developing mir-based liver cancer treatments.

All in all, this report is positive for ROSG because it draws investors’ attention to miRNAs.

]]> By: lto_31 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-123 lto_31 Wed, 26 Mar 2008 16:13:33 +0000 http://www.hammerstockblog.com/rosetta-genomics-mining-gold-out-of-junk-part-i/#comment-123 Ohad That was a great intro, looking forward to the next article about ROSG's pipeline! are u still bullish on the company's position in the field of mirs? Care to comment about the recent analyst note which described Regulus as "the "instant" leader in micro-RNA science and drug discovery"? Where does that put Rosetta? http://biz.yahoo.com/ap/080325/gene_silencing_sector_snap.html?.v=1 Thanks Ohad

That was a great intro, looking forward to the next article about ROSG’s pipeline!

are u still bullish on the company’s position in the field of mirs?
Care to comment about the recent analyst note which described Regulus as “the “instant” leader in micro-RNA science and drug discovery”? Where does that put Rosetta?

http://biz.yahoo.com/ap/080325/gene_silencing_sector_snap.html?.v=1

Thanks

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