Shelly you are either a short or a neurotic. If you are number two you are showing your inability to look out for your own well being. t
I wouldn't let this fickle market fool you Ram. The analysts on wall street don't know medicine. They only know money. The situation where KYTH gets bought out for something like over $5.77 billion with one drug, and maybe.....a big maybe at that, maybe one other drug shows you how deeply discounted ISIS is. The drug that KYTH has was just approved and that is a feather in their cap. But that drug does not compare to at least three of ISIS drugs. I would be willing to bet that ISIS drug for Factor XI inhibition will be an $8 to $12 billion dollar per year drug. They have most likely IMO an early termination before 2017, I'd say mid-way through 2016 the approval of their SMA drug. They also are getting closer to their TTR-amyloidosis drug being approved and they are going full bore after their two orphan drug indications for their ApoCIII inhibitor. ISIS has three things going against it. It is considered old tech like IMMU, EXEL, IMGN etc. It has Dr. Crooke's reputation...which I think is undeserved, and it has the fact that it hasn't really made any money, they have RNA drugs. I've followed the company for over 18 years. What wall street doesn't know is that they have been extremely driven over there at ISIS. They have had at least 10 years with not threats of layoffs. That is because back in 1999 when Dr. Crooke had to layoff about 350 workers it half killed him., He promised the remaining employees that the would never have to worry about their jobs and that they would at ISIS never be bigger than about 400 employees. This has allowed ISIS employees to work their tails off not worrying about employment. Workers at ALNY had to go through two employee cuts, workers at ARWR were thrown together when Roche dropped the company etc. ISIS has made in-roads into so many orphan diseases that wall street doesn't know nor can they fathom. This is the investment of a lifetime IMO, t
I don't disagree, but the fact is that IMO about 70% of the patients in the US have already been flushed out. And with the newer agents some patients that would have qualified for juxapid will not now, or they will have to fail on the much cheaper PCSK9 inhibitors:
Alirocumab treatment effect on non-HDL-C: Pooled analyses of 10 phase 3 trials in the ODYSSEY program
Journal of Clinical Lipidology, 06/16/2015
Bays HE, et al.
To assess the treatment effect of alirocumab on non-high-density lipoprotein cholesterol (non-HDL-C) across 10 studies in patients with heterozygous familial hypercholesterolemia, high cardiovascular (CV) risk, and/or statin intolerance. Researchers determined that alirocumab significantly and consistently reduced non–HDL–C levels, and a highly significant percentage of patients achieved their non–HDL–C goals.
In this analysis of 10 diverse alirocumab clinical trials, two trials (n = 2,416) compared alirocumab 150 mg every 2 weeks (Q2W) versus placebo.
Eight trials (n = 2,499) evaluated alirocumab 75 mg Q2W, increasing to 150 mg Q2W at week 12 if low-density lipoprotein cholesterol (LDL-C) goals were not achieved at week 8.
In five trials, the comparator was ezetimibe; in the other five, it was placebo.
Patients received stable background statin +/- other lipid-lowering therapies (LLTs), except in two trials (conducted without statin).
Non-HDL-C may be a stronger predictor of atherosclerotic cardiovascular disease (ASCVD) risk than LDL-C.
Alirocumab reduced non-HDL-C levels by up to 53.2% at week 12 and was consistent at week 24; it also reduced LDL-C, ApoB and fasting triglyceride levels.
A substantially higher percentage of patients who received alirocumab achieved their non-HDL-C goals of
I agree with you CJ. What a disaster purchase. It did allow AZN to pick up two excellent respiratory drugs from ACT for like half off thanks to Mr. Beer. t
A broken clock can be right two times a day. A dead coyote eventually moves one way or the other. You can't slam a slidding door. And vicl can't stay up there very long......by up there I mean off the lows but still 85% below what it was four years ago. bjblosers, with your type of thinking I believe that you will get the patio to sleep in when you Chums move into the commune. t
He played it smart IMO by not pulling an SRPT and trying to bully the FDA. He stated the scientific truth in that you really need Phase III powered right to make a definitive statement. Having said that I believe that the trials will be stopped before the target of late 2016/early 2017 due to really impressive data. The longer we go the more impressive data we see. t
Many messages that have been attempted to be put through are somehow blocked by Yahoo. t
Myalept has some pretty scary side-effects to be used in NASH. Couple that with the cost per patient and it isn't feasible to be a drug for that indication. I still can't believe that Mr. Beer paid that much for that drug. He should really get out of biotech altogether IMO. t
I think people can make up their own minds. The scientific papers that were presented at ASCO were IMO well accepted and show this companies potential. The mission statement of the company is laudable and I believe that they have really good potential for success. Just because the street isn't so enthralled with this approach compared to BLUE's four patient study for beta-thalesemia isn't the companies fault. The CAR-T1 biotechs may be overrated, and this stock with their potential equally underrated. Only time will tell but the risk/reward ratio is there to me. If you have no experience with biotech, or you don't know pathophysiology and can't tolerate risk then this stock isn't for you. t
Hi Gena, I'm looking for ISIS to have further big news by and at their annual meeting. If their is a weak-minded Chum out there that is following the crowd and shorting ISIS I feel bad for them as they are going to get fried. More big news coming out of the next two to four weeks. The street will learn to understand the value of this latest data with the SMA drug as well. t
Chum, I know you will never quit, but as the next decade unfolds you will get more jealous, more outrageous, and will have lost two decades. Oh well, at least you have a hobby, and you have been important in making all all of my friends and relatives rich. You push a stock that has $46 million in the bank with target share price that they had four years ago with no inflation adjustment. Thank you for the prune head thing, I've never slept better, feel better, or felt so financailly secure......I know you can say the same thing for vicl:))) Thank you again, it is so easy to respond to you feeling this well. thank you thank you, t
Shelly seem to think of yourself as a trader but you have the make-up of a utilities share holder. t
Once Greece gets settled on way or the other the world will go on just fine. Someone on the CELG board noted that MRK might buy out CELG and Greece....and they probably could do it. t
Chum you are really showing yourself as a jealous liar. Any non-aligned person on this board will be able to see that. On top of that, one of the biggest critics of ISIS Adam Feurastein himself even noted that the data looked very impressive. Dr. Crooke also was well-conatined on Cramer, he noted great hope but also cautioned it was only Phase II data. I can tell you that ISIS is excited and proud of what they have accomplished. t
Njknowsnothing, Run Chums run. The ISIS SMA drug which has been given to newborns and young patients for over 18 months now has shown such safety and help to these patients that there will be a news conference tomorrow. Please Chums head for the hills. If you are short you will be in smaller stature tomorrow. t
Unfortunately as noted about vicl will have to rise about 400% to be where they were four years ago. The Chums that were telling people to buy into vicl at that time are guilty of a great disservice to novice shareholders. Unless there is big news to back up this move.....like a $10 million dollar milestone payment or a buyout the stock will gradually go back down. I'm not impressed with a 30% reduction in viral shedding for HSV, especially when you look at other companies in virology that have results like taking patients with HepC and with treatment have them with no detectable virus after being on the antiviral for about two weeks. We will see, but the Chums will brag about a huge move when the stock will really only get back to 2011 levels. But that is the Chums, like Dean Farber said in Animal House, "Chums, going through life fat, drunk, and stupid is no way to go through life." I'd add jealousy to that as well. t
babyhuey, I've told you many times that there are three safe drugs out there right now from ISIS either directly or indirectly. You don't seem to recognize drugs that are considered generally safe but have some warnings that go along with all drugs. BH, did you ever see the commercial for Humira on TV and hear the warnings that go along with that drug?.....I mean when you get to watch TV over at the neighbors? That might be the problem. Any way thanks for the California rocket fuel to power ISIS higher again tomorrow. Remember always that jealousy is no way to go through life. Good luck with your worms, I mean vicl. t