I do not know where they are presenting but the
news releases on Reuters indicate that Isis is
planning a slew of new trials for very large indications
(Diabetes, Hepatitis C, Asthma, Psoriasis,etc.) as well as
file the NDA for Crohn's disease in Q1, 2000.
Question: It sounds great but these would seem to be large,
and very expensive trials. How will they pay for
Remember, the first ten factors in adding a drug
to an insurance company's formulary are price. Most
of the clinically depressed people being treated are
on prozac (Lilly) or Zoloft (Pfizer) insurance
companies are refusing to cover these drugs as there are
I can't tell you anything about what the
"expected" trial results are. I do know that the Company is
optimistic that the compounds either alone or in conjunction
with other chemo-therapeutics will display efficacy.
They have already proven that they are safe and don't
have any of the side effects of chemo or radiation
We should have ph II results for at least some of
the cancer indications by mid-year.
I think what is going on is many investors are
waiting to see if anti-sense is actually viable.
believe that 2302 will be approved for Crohn's which will
get the market somewhat more interested.
that ISIS will have to get one more approval after
Crohn's for the market to really believe
and for the stock to take off. Patience...
Any company where almost its entire future needs
one particular drug to be approved to survive is a
very high risk proposition...
Now, if Nucleo is
right about other alliances being formed along with
milestone payments and other non-diluting cash infusions,
the company would be less vulnerable to 2302 risk and
more stable IMO.
I really appreciate your insight and knowledge
about Isis.I'ts given me a better understanding
reguarding timelines, NDA procedures and so on. However, can
you comment on any of the developments concerning
3521and 5132. Trail completion dates, expected results
ect. A report I received from Lehman Brothers sugested
results first half 99 and could effect stock price. Thank
you in advance for your time.
When investors think that profits are around the
corner, they buy. Most biotech investors are savvy enough
to know that crap like "100 patents" press release
means ZILCH without a product that is approved for
Only one thing matters short term with ISIS, and that
is 2302. With it, they become a viable company.
Without it, they will have to continue to rely on
dilution and the goodwill of investors to survive.
company where almost its entire future needs one drug.
What will happen to the stock if in late Dec.
they file for a NDA for 2302 for Chrons Disease and
nearly the same time report positive Phase II results on
their cancer drugs. I believe that the Chron's disease
NDA will confirm for everyone that antisense works.
That followed by positive cancer data could result in
massive buying like it did for entremed, but unlike
entremed, we have a whole way to fight disease, not just 1
product. Any thoughts?
Has anyone tracked the correlation of "good news"
from Isis with the price of the stock? Isis has made
numerous positive annoucements about its technology, its
scientific achievements, and its development of new drugs
over the years. Now there's the "risk of failure" for
2302. But the fundamental question is what would
"success" have to look like for the stock price to take off
as so many anticipate? Gives us your predictions you
A quick look at the history of positive news from
Isis and share price for ISIP shows little to no
sustained up tick in price. Why?
Getting ANY drug approved is a tricky thing.
Sure, all that we know about 2302 would suggest it
would be a slam dunk, but we don't know what we don't
All of the data I've seen on 2302 has been positive,
but the big trial data isn't in yet. There are a lot
of companies touting the next cure with low side
effects, until they do a big trial and find big
IMHO, if 2302 gets shot down, this company is toast.
All of their other drugs are several years down the
I sure hope you are right, for my fiance as well as
for shareholders, but I'm not counting my chickens
until the NDA is filed.
From the looks of
things, neither is Stanley Crooke, who wants to raise
some cash now by diluting the stock. I've read your
posts on the reasoning for the offering, and they make
a certain kind of sense, but so does the thought
that if it is a "slam dunk" they would wait until
after the NDA.
Didn't know you were such a large
shareholder. But thanks for the truth in posting.
million in profit or $250 million doesn't matter when
you're talking about whether to buy a stock with as
small a market cap as ISIS...If it happens this company
will explode in value. It just depends on whether it
will multiply by 10 or by 30.
I for one, would
be happy with $100 a share, which would put us in
the same category with Centocor and Immunex --
biotechs with profitable drugs on the market and a
multibillion market cap.