The mRNA Leader Locking Up Multiple $200 Million Deals

What we are seeing with messenger RNA, or mRNA, is as promising as any treatment I’ve seen in the past. It might be the single greatest innovation of this century.

That’s because mRNA is going to save millions of lives and generate trillions of dollars in wealth.

And mRNA has two big advantages over current forms of vaccine development and treatment…

First, it’s easy to make large amounts of mRNA in a laboratory. This enables mRNA vaccines to be developed much faster than those made with traditional methods (which normally take years to get approval).

Second, the technology can potentially be used for hundreds of different diseases.

It could be the answer to solving the worst, most devastating diseases in the world… including cancer and diseases of the liver, heart and central nervous system.

Getting right to the source of the genetic problem, mRNA recognizes and destroys the genetic malfunction before it causes the disease.

That’s why many folks in the medical community believe it might just be the path to the complete eradication of some of the worst diseases that humankind faces every day.

The small company on the cutting edge of this technology is Dicerna Pharmaceuticals (Nasdaq: DRNA).

Headquartered in Lexington, Massachusetts, Dicerna is focused on the treatment of rare, infectious and chronic diseases.

And Big Pharma is going in BIG on this company.

It sees the potential here.

Big Deals With Big Partners… With Huge Potential

Dicerna is pushing forward with its patented technology – its GalXC RNAi platform – to treat the world’s worst diseases.

It’s targeting life-threatening kidney and liver diseases, among others…

And look at the pharmaceutical giants that want in on the action: Boehringer Ingelheim, Alexion Pharmaceuticals, Eli Lilly, Roche and Novo Nordisk.

They’re all paying Dicerna tens of millions to hundreds of millions of dollars upfront to get onboard.

Eli Lilly, Roche and Novo Nordisk have committed at least $200 million each…

The deal with Roche alone could pay $1.5 BILLION in future milestone payments. Future profits are protected…

That’s because Dicerna has many patents – more than 250 either granted or pending – protecting its technologies.

And the good news keeps rolling in…

In late 2020, Dicerna reported positive results from a Phase 1 trial for a hepatitis B vaccine with no serious side effects, which is critically important. Hepatitis B kills 880,000 people per year… and 292 MILLION are infected. It’s in Phase 2 trials as we speak…

What’s more, its first collaborative program entered clinical trials in the fourth quarter of 2020… The company’s treatment for primary hyperoxaluria 1, 2 and 3 – called Nedosiran – is currently in Phase 3 clinical trials.  

Yet those treatments are just two of the company’s six drug candidates in clinical trials…

Positive results from any of those trials could be enough to send shares soaring higher.

While one of Dicerna’s clinical trials recently ended inconclusively, causing a dip in its share price, the company’s position remains strong. It has 15 other treatments in its pipeline, with one in Phase 3, two in Phase 2 and three in Phase 1 trials.  

On top of that, the company’s solid financial position – as well as its partnerships with industry giants – ensures that Dicerna remains a strong play for the foreseeable future. 

Although Dicerna is not yet profitable, it is in excellent financial shape…

Revenue hit $164.3 million in 2020, up more than 587% in a single year. That was more than double the 287% revenue growth it saw from 2018 to 2019. 

And the company is set for another banner year for revenue growth. For the first six months of 2021, revenue came in at $88.9 million.  

Dicerna’s cash reserves stand at a healthy $221.2 million, up 75% since the end of last year. That gives Dicerna plenty of liquid cash to allocate where needed as RNA-based medicine becomes more common.  

All Dicerna’s existing partnerships with Eli Lilly, Roche, Novo Nordisk and others remain strong. The company has received $180 million in cash payments upfront for royalty sales so far in 2021…

Looking ahead, the company expects to receive $83 million in cash this year from collaborations, clinical targets, milestone achievements and annual fees.

On January 5, Novo Nordisk paid Dicerna a $2.5 million milestone payment and a $25 million annual fee for delivery of treatments using Dicerna’s GalXC RNAi platform technology in 2020.

Dicerna has received more than $500 million in upfront and milestone payments so far.

The smart money on Wall Street is also catching on to what’s happening here…

JPMorgan Chase, Citadel and Wellington Management each holds millions of dollars in shares. Wellington holds 3.2 million shares worth $65.39 million.  

And JPMorgan Chase has bought additional shares for the past five quarters, bringing its total position to 1.4 million shares worth $28.42 million…  

Dicerna President and CEO Douglas Fambrough is also an enthusiastic buyer. In August, Fambrough purchased 5,000 shares for $110,950. Director Marc Kozin purchased 3,000 shares for $70,980 in the same month.  

Now, of course, there’s risk in investing… Nothing is guaranteed. But the smart money sees the potential… Big Pharma sees the potential… Dicerna’s CEO sees the potential… And so do I.

Snap up some shares while they’re still cheap.

Action to Take: Buy Dicerna Pharmaceuticals (Nasdaq: DRNA) at market. Place a 25% trailing stop to protect your profits and your principal.