Dicerna Pharmaceuticals, Inc. (DRNA) Social Stream

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$DRNA for me personally, Nedosiran was / is the least compelling part of the investment thesis. While it is disappointing for patients and the company that PH2 won’t be on the label (and I’m not holding my breath for PH3 either in the readout this October), I’m here for the platform and the business model, which will be a royalty machine. Fambrough stated one new drug entry per quarter (on average) for the next 2 years. The CRO model helps derisk development costs, but Dicerna also gets a free look at phase 2 data on some programs with those opt-in clauses. As of right now, AUD is the key differentiator vs. its peers, but valuation is once again extremely compelling. Most important thing for me on Monday’s call is to see where they are with ex-US partnership discussions for Nedosiran launch - sounds like they are being thoughtful with launch plans and I don’t want them to blow their cash in a go-it-alone strategy.