What now after the webcast?

[bull4run]

Today is a disaster and even the YMB is not working. I am unfortunately deep in ARWR and has no clue what will come after all these knews. I was following a lot of great people here and on YMB but I think everybody had a shock what CA said. Can we have a discussion about ARWR future?

[moondance]

I am with you. I am trying to figure out if I should average down and try and get out at a break even. Although a couple of days letting the dust settle is probably the best idea. I would also welcome ideas on what to do.

[buffettlike]

A humbling day indeed but I will not abandon RNAi or ARWR, will hit the re-set button then forge ahead. glta

[brokerphil]

I too am crushed today but will also sit tight. Not much of a choice.

I kid you not- At 4:10 PM I was at the traffic light at the corner of Binney and Third Streets in Kendall Square in Cambridge........staring at the Alnylam sign on their HQ when my brother called me to tell me the Arrowhead news. Me, the one who reveled in ALNY's halt; the one who smugly thought our SAE-free trials and last-man-standing trajectory was bullet-proof. I'm a big believer in the "you reap what you sow" mantra and now I sit here in the Hyatt on Memorial Drive looking like a deer in the headlights. Was my location upon hearing the news a coincidence or Karma. Who the hell knows, but it sure is ironic any way you look at it.

300 people dosed 800 times; drugs doing what they were designed to do; a new partnership (from a company you can be damn sure looked under the hood very closely) and until three weeks ago, not a cloud in the sky. The drugs are still the same; there will be no more bee venom in sub-q formulations and an IP portfolio that alone has to be worth more than the current MC. There will be another day....there could be an acquisition now w/ or w/o the 200 M share shelf- the stock is low enough; there could be a Chinese play now; there could be an acquisition (hey, as much as it would hurt, ALNY is still sitting on billions and if anyone could use ARWR's IP); there could be ultimate victory with patience.

My take is let the dust settle. My only lingering fear/suspicion tucked in the way back of my mind is something someone more devious than I pointed out once.....there's two sets of brothers running things. Down $360k today. F'in ouch.