RE:Is Denali’s BBB technology a competitor Thanks bfw for posting this. I had the opportunity to view the filing and see that to transport large molecules, they are using the Transferrin Receptor. Denali's CEO is Ryan Watts whom we have seen in the past with this technology when he was at Genentech. Here was my commentary on the subject at that time:
https://www.stockhouse.com/companies/bullboard/v.bti/bioasis-technologies-inc?postid=21589009
Make sure you read the article on the Alzheimer's form as it provides some good commentary on the use of the Transferrin receptor. Maybe they have made some new "discoveries" about the use of the TFR receptor since then, but I note that in the filiings, they stayed away from the oncology programs. Here is some abbreviated commentary on the Denali IPO:
https://www.marketwatch.com/story/5-things-to-know-about-biotech-denali-therapeutics-and-its-150-million-ipo-2017-11-29
Note the tox issues on the small molecule. But inspite of the Transferrin Receptor & the tox issues, Denali has a $1.8 billion dollar valuation.
Denali started trading yesterday under the symbol DNLI at $21.45 per share. Nancy & Mark, call Goldman Sachs, Morgan Stanley & JP Morgan. Let's get this BTI rockin' & rollin'.