Many posts attribute the failure of Custirsen to the failure of antisense technology. However due to the very high failure rate in drug development cancer treatments, the later is more likely to be the reason of the failure.
In addition, unlike many messages statements, there is an FDA approved antisense based drug: KYNAMRO injection, which is an apo-B synthesis inhibitor for patients with homozygous familial hypercholesterolemia; and for the reduction of low-density lipoprotein cholesterol.
Hence one should not panic and throw away the entire technology of antisense based drugs.
disclosure: own 300 shares of ISIS.
Kynamro was a clinical success in the U.S. in terms of approval, but there is a better drug on the market in the U.S. (Juxtapid) with more efficacy and fewer side effects. Thus, Kynamro was not a commercial success. $ISIS is yet to produce one. There is only one $ISIS Phase III left now and if it succeeds (in a few years) the majority of the revenue goes to $GSK. That leaves ISIS with only Phase II -proof of concept- drugs. Yet with 4 on-going trials to show any abnormal growths again with Kynamro, the $ISIS pipeline remains, entirely, at the proof of concept level.
Anti-sense technology depends on a select band of Investors who have the Non-sense gene. Only those select can comprehend the capabilities of the science and its nuances.
Unfortunately , many carrying the common sense gene have suddenly surfaced and have over run the non-sense gene group. It is my understanding that this group will soon be on their way to their summer vacations allowing the non-sense group to stage a show down.
Juxtapid over time will lose the battle. Mr. Beer has decided not to disclose data on juxta just like GENZ is not going to disclose data. If juxta was the sure winner he would go for the kill and let everyone know how superior it is. Also, as time goes on the MTP inhibitor will be exposed as being more dangerous. In their study of only 23 patients, 3 had an elevation of their liver enzymes of 11 times or more. They were allowed to be kept in the study after a drug hiatus and the liver enzymes went back down. If someone drops the ball and a patient continues to take the med they will see liver failure. Mipo shows reversal of liver enzymes to below baseline after seven months of use. I would take ISIS pipeline over the AEGR's two drug, unvaried medication....both drugs are in the same category...another trick by Mr. Beer to buy a potential competitor. Look forward over the next two years to see how juxta really does. t
Get real ! Darkout said isis failed with the same target then found a sucker. The FDA was under pressure to approve kipo and received a lot of political pressure the put the black box warning on it to give them a way out when people lost their liver etc. ! Ans. has a 100 % failure record for 23 years! Danger, the big C theory is being investigated !!!! Not a short, I listen to the experts not the insider sellers who knew enough to get out !!!!!!!!!!!!!!!!!!!!!!!!