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Isis Pharmaceuticals, Inc. Message Board

jetmanbash 96 posts  |  Last Activity: 4 hours ago Member since: Dec 29, 2004
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  • jetmanbash jetmanbash 4 hours ago Flag

    Also, a biotech company going after acne?!?! Is that really the best use of resources? And with everything out there now for that indication, including a ton of OTC meds, prescription pills and creams, laser therapies, and things like silk peels I really don't think they are going to be cost competitive with that endeavor. t

  • jetmanbash jetmanbash Jun 26, 2016 12:27 AM Flag

    A buyout might save ACAD....but if that was my criteria for owning a stock I'd rather take my chances with MDVN. t

  • jetmanbash jetmanbash Jun 26, 2016 12:20 AM Flag

    Keep watching ACAD too. An approved drug just lately and the share price is actually much lower. The drug is priced too high, the dedicated followers are dreaming about expanded indications, and the pent-up demand may not be as high as Wall Street led you to believe. As far as ARWR is concerned they are going after one of the three most competitive areas in biotech....Hep B. Instead of thinking catalytics you might want to be thinking cash.....and lots of it as that will be needed to accomplish their goal. t

  • jetmanbash jetmanbash Jun 26, 2016 12:12 AM Flag

    BTW, XENE hit a new low for the year just the other day. t

  • jetmanbash jetmanbash Jun 25, 2016 11:19 PM Flag

    I don't think you are doing your homework in-depth enough. Doesn't matter though because as anxious as you are to see the company dead and feed your ego as a great stock picker they have enough money to get the job done and you lack the info/knowledge to know what that job is. Now if maybe you thought you would have gotten a free burrito at the annual meeting and went because of that your comments might have more merit. Keep wishing for the failure of the company and we'll see what happens. t

  • The check point inhibitors and CAR-t1 drugs are seeming to be highly effective for some CA's but they have huge side-effects and costs. These drugs if they come out of the blue as anywhere near as effective at a fraction of the cost and little of now side-effects will really surprise wall street in a major way. This from a recent paper on checkpoint inhibitors:

    In recent years, immune checkpoint inhibitors have emerged as effective therapies for advanced neoplasias. As new checkpoint target blockers become available and additional tumor locations tested, their use is expected to increase within a short time. Immune-related adverse events (irAEs) affecting the endocrine system are among the most frequent and complex toxicities. Some may be life-threatening if not recognized; hence, appropriate guidance for oncologists is needed. Despite their high incidence, endocrine irAEs have not been fully described for all immunotherapy agents available. This article is a narrative review of endocrinopathies associated with cytotoxic T lymphocyte-associated antigen-4, blockade of programmed death receptor 1 and its ligand inhibitors, and their combination. Thyroid dysfunction is the most frequent irAE reported, and hypophysitis is characteristic of ipilimumab. Incidence, timing patterns, and clinical presentation are discussed, and practical recommendations for clinical management are suggested. Heterogeneous terminology and lack of appropriate resolution criteria in clinical trials make adequate evaluation of endocrine AEs difficult. It is necessary to standardize definitions to contrast incidences and characterize toxicity patterns. To provide optimal care, a multidisciplinary team that includes endocrinology specialists is recommended.

  • jetmanbash jetmanbash Jun 24, 2016 8:52 PM Flag

    Tell me more about XENE. t

  • Reply to

    Crisper Technology

    by coldpizza22 Jun 23, 2016 9:41 AM
    jetmanbash jetmanbash Jun 23, 2016 10:48 PM Flag

    IONS has their own CRISOR that uses two proteins not three and is 75 times more potent than present CRISPR's. t

  • jetmanbash jetmanbash Jun 23, 2016 10:45 PM Flag

    Keep crying the crocodile tears and repeat your top three picks for the next 12 months and let's see. t

  • jetmanbash jetmanbash Jun 21, 2016 12:01 AM Flag

    YG, I wouldn't let the professional traders dissuade you. These are their tricks to intimidate and fool the little investor. The company has everything lined up for success. True they at IONS have endured their share of bad luck lately but that really doesn't change their intermediate and long-term future and excellent fundamentals. t

  • jetmanbash jetmanbash Jun 20, 2016 11:26 PM Flag

    Should be monovalent and bivalent but doesn't really matter because the almost the whole study was really not too good. Another two years of study and no revenue coming from vicl. An $8 to $11 million dollar financial drain as well per year at the very least. The reverse split saved them pink sheet listings but it didn't save investors capital. Look for further down drift in this very undermanned biotech. t

  • jetmanbash jetmanbash Jun 20, 2016 11:13 PM Flag

    vicl's drug today was announced to have failed their primary end-points for both the monocular and bincoular versions of the drug HSV Type 1. They are going to try and go further with their studies based on a secondary endpoint results for the binocular version only. Thus moving forward on a quarter of the population and using a secondary end-point not a primary endpoint to try and get something commercialized:


    Vical presents data from randomized, double-blind, placebo-controlled Phase 1/2 clinical trial of its therapeutic genital herpes vaccine (4.72 +0.20)
    The per protocol study analyses included 131 evaluable patients: 54 receiving the monovalent vaccine, 56 receiving the bivalent vaccine and 21 receiving placebo. Initial top line 3-month data announced in June 2015 showed that neither the monovalent nor the bivalent vaccine met the primary endpoint of viral shedding rate reduction from baseline. However, the bivalent vaccine achieved statistically significant reduction in a prospectively defined secondary endpoint of genital lesion rate at 3 months versus baseline (-49%, p = 0.031). In the 9-month analysis presented today, the statistically significant reduction in lesion rate compared to baseline for the bivalent vaccine was sustained (-57%, p = 0.009). Furthermore, at the 9-month time point, the bivalent vaccine showed a favorable trend in recurrence rate, time to first recurrence, and proportion of patients who are recurrence-free. Vical's vaccines elicited significant increases in antigen-specific interferon gamma producing T cells, indicating biologic activity. t

  • Reply to

    just a copycat of IONIS's pipeline

    by sooriginl1 May 6, 2016 4:23 PM
    jetmanbash jetmanbash Jun 20, 2016 8:39 PM Flag

    Agree with you. They are claiming and L and S form of the oligonucleotides and allude to superiority due to that. A lot of the exact targets have patents on them. So we will see what transpires but I'm betting they are going to feel some heat when they get close to impinging on patents. t

  • jetmanbash jetmanbash Jun 10, 2016 10:08 AM Flag

    Peanut, IMO the drugs from RNN have many more indications and you have three of them vs. the one from SPHS. Moreover the patients that get treated with the RNN drugs are getting at times 5th line therapy after having failed so many other treatments. As long as cash lasts and good data continues to come I think that the stock will do fine, but it may be another six months for further convincing for wall street. Hope you are doing well otherwise. t

  • http://finance.yahoo.com/news/u-regulator-says-too-many-drugmakers-chasing-same-110443067--finance.html

  • SPHS doubles in AH trading on recent news release for their prostate CA drug:
    SPHS +100.9% (announces biopsy results from 18 patients enrolled in the phase 2a proof of concept study of topsalysin in localized prostate cancer; one-time administration of topsalysin was well tolerated with no serious adverse events and no new safety signals being reported),

    The data looks OK, but not really better than some other biotechs in CA...like RNN. t

  • jetmanbash by jetmanbash Jun 9, 2016 3:52 PM Flag

    Talked about the TTR amyloidosis drug and the comparisons to the ALNY drug. He noted that in his opinion WW was right when he said that IONS is STILL four months ahead of ALNY's IV version. He noted that without those steroids that the ALNY patients are taking before and after giving the medication that almost certainly someone would die from that drug. He also noted that they at IONS had consulted with "glucocorticoid experts." They had noted that if you use long term glucocorticoids that you always want to keep to average daily dose less than 5mg per day. When the experts did the pharmacodynamics of the ALNY drug, even though given only once every three weeks, because the dosage was so big and it was the longest-half life steroid that they came up with that the patients were getting an average of 8mg per day. Doesn't sound like much but day after day that does become significant for all kinds of glucocorticoid induced side-effects. From my readings and experience with treating Rheumatoid arthritis patients I agree with that. He also could not understand why not one analyst questioned him about those risks, and the fact he claimed not ONE patient developed thrombocytopenia while on the ALNY med and if that could be why. Also amazed that not one analyst asked about how come three medications for the same indication. He also stood fast in regards to the FDA putting a hold on the FAC drug was to get more info and that it wasn't because of some real already known concern. He feels that the RNAi drugs really lack safety data and that things are going to come to the forefront soon enough. He emphatically denied the whole pipeline being in danger as put forth by JM. Safe to say the days of IONS dealing with JM have most likely drawn to a close

  • The second drug discussed in great detail was the old GCGR receptor drug for DM. He noted that he took some flak about wanting to pursue that drug further with a lower dose. He noted that at 75mg and even 50mg that they are seeing HgbA1c reductions of over one point. He noted one patient went from over 11 to a little over 6. He admittedly noted that he was surmising that was a treated patient based on the odds of this occurring in a placebo controlled patient......I agree. Also noted was at this low dose NO patients had a elevation in liver enzymes. Drug has been doing well and he states a lot of excitement about. Several companies have expressed excitement in it and it is the only drug in this category since LLY dropped their small molecule.

  • jetmanbash jetmanbash Jun 8, 2016 11:58 PM Flag

    I am very comfortable with my IONS holdings. Have just come back from the their annual meeting. This is a jewel of a stock and I look for it to be at least 50% above where it is now before the Holidays. Wall Street isn't too smart. JM from ALNY has tried to break their backs, literally. Wait until wall street figures out that the reason why there hasn't been any thrombocytopenia with their drug for TTR-amyloidsis is because they pre and post medicate patients with a huge dose of decadron before each administration of their drug. Wall street analysts have NEVER asked JM about this. They have never asked why JM is developing three drugs for the same indication.......Is that usual? I don't think so. Why is that? Because the first two have much more side-effects than he has let on. The future for IONS is very bright IMO. t

  • jetmanbash jetmanbash May 26, 2016 7:05 AM Flag

    Many more problems for VICL lay ahead. t

ISIS
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