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Isis Pharmaceuticals, Inc. Message Board

djuengst2000 7 posts  |  Last Activity: 18 hours ago Member since: Nov 16, 2010
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  • I think It's a big vote of confidence in the up coming earnings report. I hope so most of my other holdings got slaughtered today.

  • Reply to

    Question about valuation

    by darrellhougen Jul 22, 2015 2:20 PM
    djuengst2000 djuengst2000 Jul 22, 2015 3:52 PM Flag

    I'm not sure about your reasoning. Regardless of the market cap prior to the offering, the offering price was at 2.75. That sets the valuation of the company as far as I'm concerned (~182 million market cap). I think the stock stayed above that value ($2.75) because the market thinks CYTR is worth more than 182 million. I could be wrong.

  • Reply to

    New to this board

    by norris109 Jul 9, 2015 2:16 PM
    djuengst2000 djuengst2000 Jul 11, 2015 3:07 AM Flag

    Hi Norris,

    I have to say I was dissappointed when Osiris sold off Prochymal. In hindsight it was a good idea. Sanofi bought out Genzyme and then basically bailed on Prochymal. At the time, the wound care products looked like they had more legs and easier FDA approval process. I thought Prochymal had a bigger revenue potential but riskier path to approval (there was some c-reactive protein data that was discouraging as well). Anyway, Osiris still has a great revenue potential with Grafix as well as the other regenerative medicine products. Oz, would you like to comment on Osiris past and present future? The diabetic foot ulcer market alone is projected to grow to 1.5 billion by 2017 (just a google search). So with 20% market share and at 10 x sales OSIR gets pretty close to triple digits. Well good luck to all.

  • djuengst2000 djuengst2000 May 21, 2015 10:02 AM Flag

    They probably won't need 300 patients. The current plan for 40 patients may be enough for approval. Remember this is brain cancer not diabetes.

  • Reply to

    Biggest risk in my opinion - THLD

    by markryandrisc May 12, 2015 7:41 AM
    djuengst2000 djuengst2000 May 12, 2015 9:34 AM Flag

    Just did a google search. Looks like a pretty high percentage is EGFR positive. I'm not sure about Aldo, but the two therapies could probably be used in combination. THLD's drug is currently being tested in combination with dox.

    Eur J Surg Oncol. 2006 May;32(4):466-8. Epub 2006 Mar 7.
    Expression of HER1/EGFR protein in human soft tissue sarcomas.
    Yang JL1, Hannan MT, Russell PJ, Crowe PJ.
    Author information
    Abstract
    AIM:
    To measure epidermal growth factor receptor (HER1/EGFR) expression in a range of soft tissue sarcoma (STS) patient samples.
    METHOD:
    HER1/EGFR expression was examined by immunohistochemistry in archival tissues of 46 STS patients.
    RESULTS:
    HER1/EGFR was positively expressed in 36/46 of STS samples distributed among different histological types. The levels of HER1/EGFR in STS tumour tissues in positive samples were higher compared to those in nearby normal tissues.
    CONCLUSION:
    HER1/EGFR is significantly expressed in soft tissue sarcomas, which is a finding reflected in other series. The significance of this finding for targeted therapy is as yet unknown.

  • Reply to

    Biggest risk in my opinion - THLD

    by markryandrisc May 12, 2015 7:41 AM
    djuengst2000 djuengst2000 May 12, 2015 9:03 AM Flag

    THLD's drug is an EGFR inhibitor. There are a few of them in clinical trials. THLD drug may have some advantages over the other EGFR because it is a pro-drug that gets release in certain tumor environments. THLD drug is only going to be efficacious in EGFR positive tumors with low oxygen where as Aldox is "active" in all tumors with low pH. PFS for THLD drug was not impressive but OS in STS looked good. Just looking at the molecule it looks pretty scary but dox doesn't look like gumdrops either.

  • Reply to

    120 mil run rate

    by yappy_mutt May 11, 2015 12:26 AM
    djuengst2000 djuengst2000 May 11, 2015 9:01 AM Flag

    The FDA ok for what? Grafix is approved for wound care indications. I'm not sure about the Bio4 or cartiform.

ISIS
54.21+0.53(+0.99%)2:50 PMEDT