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Isis Pharmaceuticals, Inc. Message Board

ewirtz555 19 posts  |  Last Activity: Oct 11, 2013 10:49 AM Member since: Dec 15, 2012
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  • ewirtz555 by ewirtz555 Oct 11, 2013 10:49 AM Flag

    Data from APOCIII Rx program in November at the American Heart Association Meeting
    FXI Phase II results and partnering
    STAT3 Phase II results
    1-3 Biogen-like deals
    ISIS option deal structure - SMN, TTR, STAT3 - options exercise after phase II prove of concept studies triggers big milestone payments

    Sentiment: Strong Buy

  • Reply to

    30 close

    by morefunthanrum100 Sep 9, 2013 2:15 PM
    ewirtz555 ewirtz555 Sep 9, 2013 2:27 PM Flag

    Any close above 30 will confirm new uptrend! It´s an very important trigger.

  • Reply to

    Up to 4 billion + royalties!!!

    by ewirtz555 Sep 9, 2013 12:23 PM
    ewirtz555 ewirtz555 Sep 9, 2013 2:04 PM Flag

    Regarding press releases they should do much better. It´s not definite expressed that the potential 220 Mio milestones are for every selected target.

  • Reply to


    by psch22ae Sep 9, 2013 12:19 PM
    ewirtz555 ewirtz555 Sep 9, 2013 12:26 PM Flag

    Isis owns seven million shares and royalties/ milestone payments on patents.

  • Reply to

    $- .06 vs -.21 consens's is my math correct ?

    by aretxen Aug 6, 2013 8:54 AM
    ewirtz555 ewirtz555 Aug 6, 2013 9:00 AM Flag

    Isis Pharmaceuticals, Inc. (NASDAQ: ISIS) reported Q2 EPS of ($0.09), $0.12 better than the analyst estimate of ($0.21). Revenue for the quarter came in at $38.1 million versus the consensus estimate of $26.76 million.

  • Were some analysts at the annual meeting?

  • Reply to

    CRP and APOCIII results

    by bocephusbling Jun 21, 2013 1:13 PM
    ewirtz555 ewirtz555 Jun 24, 2013 10:42 AM Flag

    Hi boxcarlong!
    I have a very big position in Isis and have to be careful. Overall I´m maybe too enthusiastic about ISIS potential so I try to evaluate some risks. The FGFR4Rx Phase I Study is completed at least since Dec´12 (Metabolic pipeline presentation) and no results thus far. Potentially CRP is a really huge drug but why ISIS try to hide this drug, no mentioning in recent presentations or very very conservative remarks. (Sorry for my poor spelling.)

  • Reply to

    CRP and APOCIII results

    by bocephusbling Jun 21, 2013 1:13 PM
    ewirtz555 ewirtz555 Jun 21, 2013 1:46 PM Flag

    At annual meeting they will get new options. The lower the stock price the lower the options pricing. I think we will see poor results on ISIS-CRP and ISIS-FGFR4Rx soon. All management signs point to such results but CRP was always a wild card. The rest of the year we ´ll see a lot of big news with much better results. ISIS-APOCIII, SMA, Factor XI, STAT3 are only a few of them.

  • Reply to


    by ewirtz555 Jun 20, 2013 1:09 PM
    ewirtz555 ewirtz555 Jun 20, 2013 1:33 PM Flag

    ISIS is one of the best biotechs without daubt but short-term I expect (and ISIS Management seems too) some disappointing ISIS-CRP data. The obesity drug program ISIS-FGFR4Rx will probable be terminated soon. I hope the annual Meeting next tuesday will change the trend.

  • ewirtz555 by ewirtz555 Jun 20, 2013 1:09 PM Flag

    Since Goldman Sachs Conference ISIS is extremly underperforming the NBI. Before ISIS usually outperformed the index.

  • Reply to

    RGLS - ISIS owns 7 Mio shares

    by zba5552003 May 31, 2013 1:12 PM
    ewirtz555 ewirtz555 May 31, 2013 1:14 PM Flag

    In the event we or one of our strategic alliance partners continues with the development of a program, each of Alnylam and Isis are entitled to
    royalties as a percentage of net sales. For products that we independently commercialize, these royalties will be in the low single digits. For
    products commercialized by a third-party collaborator, the royalties will be either the same percentage of net sales as described above or, if the
    sublicense does not provide a specified level of royalties to us or upon our election, a percentage of the sublicense income received by us from
    the strategic alliance partner and a modified royalty. The modified royalty would be based upon the lower of the single digit percentage
    discussed above or one third of the royalty received by us after payments made by us to third parties for development, manufacture and
    commercialization activities under other agreements. In addition, if we sublicense rights to a collaborator, we will be required to pay to each of
    Alnylam and Isis a percentage of our sublicense income in the mid-single digits. We are also responsible for payments due to third parties under
    other agreements as a result of our development activities, including payments owed by Alnylam and/or Isis under their agreements.
    Under the October 2011 amendment, Alnylam and Isis granted us the right to research micro RNA mimics under the licensed intellectual
    property of Alnylam and Isis. In the event we develop a miR-mimic, we must first obtain approval from Alnylam and/or Isis, as applicable, and
    such approval is subject to the consent of applicable third parties, if any. No additional consideration will be owed by us to Alnylam or Isis for
    granting approval. We have the right to sublicense our research rights. We granted to both Alnylam and Isis a fully paid up, worldwide and exclusive license to any intellectual property developed by us and useful to their research programs and which are
    not micro RNA antagonists or approved miR-mimics.
    The agreement expires on the earlier of the cessation of development of the potential royalty-bearing products prior to the commercial sale of
    any such products anywhere in the world or following the first commercial sale of such products, the expiration of royalty obligations
    determined on a country-by-country and product-by-product basis.

  • Reply to

    Deutsche Bank

    by zba5552003 May 30, 2013 2:51 PM
    ewirtz555 ewirtz555 May 30, 2013 2:52 PM Flag

    And so our hit rate, or our failure rate of drugs that we identify – the targets that we identify and drugs we make is exceedingly well, and I think that’s impressive and that’s why we have 28 drugs in clinical development, really almost as largest some pharmaceutical companies have.

  • Reply to

    BMO raises target to 31$

    by ewirtz555 Apr 19, 2013 8:08 AM
    ewirtz555 ewirtz555 Apr 19, 2013 11:42 AM Flag

    UPDATE: BMO Capital Markets Raises PT on Isis Pharmaceuticals Following Development Head Meeting
    11:00a ET April 19, 2013 (Benzinga)

    In a report published Friday, BMO Capital Markets analyst Jim Birchenough reiterated an Outperform rating on Isis Pharmaceuticals (NASDAQ: ISIS), and raised the price target from $22.00 to $31.00.

    In the report, Birchenough noted, “The BMO Capital Markets US biotechnology team hosted a meeting this week with Isis Pharmaceuticals SVP of Clinical Development Dr. Richard Geary. Focus of the meeting was on a burgeoning pipeline of antisense oligonucleotide (ASO) therapeutics following recent approval of its first ASO therapeutic KYNAMRO. With 28 different ASO therapeutics in development, primary focus was on key late stage programs including wholly owned ISISApoC3-Rx for severe triglyceride elevation as well as partnered programs for ISIS-SMN-Rx for spinal muscular atrophy (SMA) and TTR associated familial amyloid polyneuropathy (FAP).”

    Isis Pharmaceuticals closed on Thursday at $19.41.

  • eom

  • Reply to


    by zba5552003 Nov 11, 2012 6:31 AM
    ewirtz555 ewirtz555 Dec 31, 2012 2:42 PM Flag

    I hope they won´t sell! The point is which effect the change in accounting will have.
    Balance Sheets: Investment in Regulus: 5,563 M

    Isis owns 7 M shares. Will they account a gain of now 38-39 M $ in Q4 ?

    What´s the fair value?

  • Reply to


    by zba5552003 Nov 11, 2012 6:31 AM
    ewirtz555 ewirtz555 Dec 31, 2012 12:22 PM Flag

    Happy New Year!

  • Reply to

    What´s next?

    by ewirtz555 Dec 15, 2012 3:18 AM
    ewirtz555 ewirtz555 Dec 15, 2012 9:48 AM Flag

    "The Phase 1 study of ISIS-CRPRx was a blinded, randomized, placebo-controlled, dose-escalation study designed to #$%$ the safety and pharmacokinetic profile of ISIS-CRPRx as well as to #$%$ the initial effects of the drug on baseline CRP levels. ISIS-CRPRx was evaluated in single and multiple doses ranging from 50 mg per week to 600 mg per week in 80 healthy volunteers. In all but one cohort, Isis enrolled subjects who had normal (generally undetectable to less than 2 mg/L) CRP levels. In the 600 mg per week multi-dose cohort, Isis enrolled eight subjects with elevated levels of CRP. The subjects enrolled in this cohort had an average CRP level at baseline of approximately 3.0 mg/L. After only three weeks of dosing, the six subjects who received ISIS-CRPRx had an average CRP level of 0.76 mg/L, which is within the normal range of CRP and represents an average reduction of greater than 70 percent compared to placebo. Subjects receiving placebo remained elevated above 3.0 mg/L. In all subjects receiving the drug, it was well tolerated with no serious adverse events. "

    Hi, thanks!

    " After only three weeks of dosing, the six subjects who received ISIS-CRPRx had an average CRP level of 0.76 mg/L, which is within the normal range of CRP and represents an average reduction of greater than 70 percent compared to placebo"

    I expect they´ll confirm the reduction of CRP levels. The wild card is which impact the reduction of CRP levels will have or not

  • ewirtz555 by ewirtz555 Dec 15, 2012 3:18 AM Flag

    Lazard presentation:
    expected events till end of year not yet achieved:
    Isis-CRP clinical data
    start Phase III Isis-TTR
    2-4 new drugs into the pipeline
    Isis-FGFR4 Phase I data

57.560.00(0.00%)Dec 21 4:00 PMEST