Investment Thesis
I have been looking into the biotech sector for RNA interference ("RNAi") and in this article I am focusing on Dicerna Pharmaceuticals (DRNA). Despite competing in a crowded field, the company's recent collaboration deals are impressive and there is reason to believe the GalXC platform can deliver a commercialised drug that can take market share from rival treatments. As such I feel the current share price somewhat undervalues Dicerna.
There are a cluster of companies, including Arrowhead (ARWR), Alnylam (ALNY), Ionis (IONS) and Moderna (