Oct 02nd 2013 - Edison Investment Research today published a report on Arrowhead Research Corporation entitled "DPC Undervalued". In summary, the report says:
Our investment thesis on Arrowhead Research centres on its siRNA pipeline, particularly ARC-520, which is in Phase I and moving towards Phase IIa for HBV. A recent visit to Arrowhead’s research facilities in Madison, Wisconsin, provided Edison with an opportunity to assess the company’s expertise in siRNA delivery, as exemplified by its dynamic polyconjugate (DPC) technology. This note provides an in-depth analysis of this technology and its potential applications beyond ARC-520. In particular, we contend that DPC may become a future driver for valuation, as products derived from it enter clinical trials, possibly in 2014.
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