1)vicl will get delisted and go to the pink sheets. The CEO will try and put a positive light on it by saying that it raises breast CA awareness. And it should.
2)The Chums will be forced to pick a new champion to go against ISIS. Odds are they will pick AGEN as vicl will be in the septic tank.
3)ISIS SMA drug will be approved.
4)The street will realize that ISIS TTR-amyloidosis drug is superior to the competitor and the competitor will have to come up with a third drug to compete and by that time the LICA version for ISIS TTR-amyloidosis drug will be well on its way to an IND.
5)ALNY will realize that they are too far behind in the ApoCIII inhibitor race to compete and they will drop that program. The street still doesn't realize that ISIS new drugs are really more potent than ALNY's drug with their LICA conjugation and you don't have the immune stimulation properties that the RNAi drugs have at this point in their development.
6)The street will realize that ISIS is the leader in both cardiometabolic drugs and in neurological drugs. Their work on the MeCP2 gene will show that they have possibly a treatment for Rett Syndrome, Down's Syndrome, and Autism.
7)The street will come to realize that ISIS is maybe the most valuable biotech out there. t
The drug from ISIS Pharm has too many advantages and not nearly the side-effects with close to the potency of the competitor. Their partner GSK is really raising awareness and they have pharm reps in over 100 countries already. t
It looks like ISIS is going to be entering into the Crispr space. Their RNA technology looks to be able to be integrated into the Crispr format and do a better job than what is out there by the scRNA getting in to do the job and getting out leaving less room/time for off-target effects. This company will truly be a monster biotech within three years. t
6)Thus when you compare the two technologies you have several advantages for the drugs from RNN. First cost, then you have convince, you have a history of similar drugs being approved vs. the CART-1 drugs, you have worry of genetically changing things so you get rid of one CA and at a later date developing another one. Classical example is a child with acute lymphocytic leukemia that gets treated, has the ALL in remission only to develop thyroid CA in their twenties or thirties.
7)Thus the big lotto ticket could be that these drugs outperform the Wall Street darling AND are cheaper, AND with less side-effects. As far as the CEO and their staff not pumping the drugs enough......they said in the very last CC what I just noted here in regards to the comparisons of their drugs vs CART-1 drugs. This why the risk/reward ratio looks so go to me. They haven't failed yet and if they do we will have a Chimerex kind of day. t
A stock that does this well in bad times often times becomes a leader once the market turns back upward. President Putin is getting desperate to remain right in his doom prognostics. t
IMO this is people trying to shake shares from the little guy. We know that the company has enough cash to last for what they need to get down. Sure everyone wants something right now and people will say that there is no noise about any deal......but if someone told you two years ago to guess would oil be $110 or would it be $40 who would have guessed $40? We know that the science has continued to gain traction and the finances are shored up about as good as they can be based on what they have and what they need. People in biotech have to wait often time a fairly long time. No one can throw BLUE in anybody's face anymore as they went from $200 down to $50....they might now get bought out by CELG, or CELG could buy JUNO. If you look at biotechs now they all could rise on that possibility. ICPT up big today based on that thought and DVAX, ADHD, THRX, LXRX, and even AEGR all are on the high implied volatility index and IMO for that reason. I now it is tough but a little bit more patience will make it worth it. t
VRTX, ARID, IDRA have all been in business as long as IONS or longer. Soon IONS will have a larger market cap than all of them. Watch and see. It will be interesting to see how you react with jealousy or ego when your predictions are wrong. t
1)First off. I think it can be safely said that the EOY tax selling has been completed. Wasn't a perfect scenario but relatively speaking it did hold strong once it had the short dip.
2)These CA drugs so far are the cleanest I'v ever seen. The continued titration for dosing safer is a plus and if my memory serves me right two out of the three are still doing their dose escalation. That doesn't mean that they aren't continuing to accrue valuable data the if ideal will show a continued liner dose response curve and continued safety.)
3) I personally believe that biotech in these areas of the trenches have really upped their security, secretiveness for competitive purposes. We noticed that about three years ago when to IONS annual meeting. People that used to freely give info clammed up with questioning. It was like night and day, and we already had s very good working relationship with those emoyees.
4)It is my personal belief that these three drugs have a certain potential to be more valuable than the CART-1 drugs that are all the rage. Wall Street jumps on a band wagon and sometimes they later discover there are no wheels. With CART-1drugs they have the potential to really reve up the immune system in possibly a very negative way. Those T-cells have to differentiate after being processed....what is the risk of a deviation once you start the process! We already learned from BLUE that there was over hype in regards to those FOUR patients that everyone thought was cured.
5)The other real world variable is cost. For personalized CART1 treatment the quoted numbers are $500 k per patient. I don't foresee these drugs coming from RNN anywhere approaching that price tag. Price matters, if you have a drug that is 85% as effective that costs one-tenth the cost....guess what the insurance carrier is going to make you try the cheaper drug first.
It is pitiful that you keep saying the same thing over and over again. There is another independent analyst that sees the true potential in the is company as noted on Yahoo today. Science is where it is at. Why buy a coal company thinking you are getting a bargain and it the stock will turn around if you don't know anything about coal? You don't like it, but it is the science. The average investor can learn about the science if they so desire. It is my belief that wall street is trying to shake shares free from retail investors. I could be wrong but I have as much chance of being right as you do. You say the same thing all the time and for over six months, you are the board bully, you don't understand anything in science, you have a huge ego, you are snoopy, a bragger, and arrogant. Besides that, except the fact that you think girls are always looking at your behind.....You're not a bad guy. t
Will do that again and more as that was before we knew about the Lp(a) LICA drug, the additional indications that Bayer will be going after for the Factor XI inhibitor, the really improved competitive state that ISIS has relative to their competitor for their TTR-amyloidosis drug, and their recent discovery with CRISPR. This is IMO the best biotech in the world in regards to the future over the next three to five years. t
The delivery system with the LPN's is really going to go the way of the eight track tape. More costly,harder to administer, more side effects, and long term risks. ABUS has a real discounted action that needs to be done on the value of that technology. They also have increased risk from another perspective. That being they are a one-trick pony with really all that is left is the drug approach for HepB in an area where there is a lot more competition than was was five years ago in this space. t
You doubt, but do you know for sure? I'd look more into it before I commented. Within two years IONS will be getting over $100 million a month on average in royalties. t
Four insiders exercised 2,623,733 options 35 cents according F-4's filed today. t
: OMED -43% (updates on tarextumab phase 2 pancreatic cancer trial; DSMB recommended that the study proceed to completion without modification, but informed co of several findings regarding futility of the trial),
Looking forward to the upcoming CC. Will try and break it down and report here if it is available. t
Capital F! Don't feel sorry for those kbio shorts at all. They would have redeployed the money and gone after other biotechs? KBIO should change its name to Kibosh Biotech. t
Busterbrownnewchum, I'm going to predict your going to get quite a bit of bad karma coming your way with public remarks like that. t
tudybubblegumwadchum, it is sweet. ISIS was going for $42 a share about two months ago. It is going for almost $62 per share now. vicl was going for 44 cents a share and it is going for 44 cents a share now. Much, much more pain for the chums in 2016. Your ego is going to get you as will your jealousy. When is the next vicl move? You chums stated it would be in Nov. That is almost gone chum. t
Your first pick is interesting but they will have competition in the Factor Xa space. Their drug that reverses the consequences of Factor Xa toxicity will not be needed by ISIS Factor XI inhibitor. This drug has such a strong presence as soon as JNJ discovered that ISIS had a drug like this after signing a drug deal with ISIS for drugs that will help patients vulnerable to kidney failure JNJ went out and bought a Mab drug that targets the same site. ISIS will be the top biotech in from 2016 to 2018 and probably longer. vicl will disappear or be bought out. Your two companies will do well, but not as well as ISIS. Target for ISIS within one year $160, three years $450. t