Smellycrackedeggchum, It didn't happen. Look for ISIS to become the world leader in orphan drugs over the next three to five years. Their Angleman's drug is moving along well. If this pans out they have three or four fairly similar targets including Rett Syndrome that they are fairly confident that will be able to tackle if the Angleman Syndrome drug works out. Look for the starting on their Huntington's Disease drug and ALS drug soon as well. No other company like ISIS. t
Hold those ISIS shares Hawk. Send me a pm over at the IV board and I'll try and give you some of the info from the annual meeting that we were able to collect. t
The stock is up on over three times normal volume. More importantly this patent as someone else noted was given in a country where it is hard to get patents. The potential is there for RNN to be sort of a partner in any old CA drugs where a big pharma can take a generic come to RNN and get a proprietary drug out of it. The delivery system could make for that win-win-win situation where the patient gets less toxicity with less drug delivered and delivered to the right target, the purchaser of the technology will have a proprietary drug and hopefully market leader, and RNN should be able to collect royalties from the drug......which I would estimate to be in the 12-15% range for each drug. That is about what the inventors of the XL delivery system got for small molecules that used their technology like the old Procardia XL. The royalities could be somewhat higher if the drugs being used aren't small molecules or based on the delivery system being more complex. This somewhat good news doesn't really pertain to the main core of RNN's business but it shows that the company is not sitting on their hands. Continue to look for RNN to be above $3 per share over the next eight to twelve mos. now.
The real fundamental proof is that this important:
Rexahn Pharmaceuticals (RNN +7.68%) Announced that it was issued patent number 5749273 from the Japanese Patent Office entitled "Polymeric Systems for the Delivery of Anticancer Drugs" for the co's novel CPMA drug delivery platform
It could make alot of older CA drugs new again with a win-win-win situation. Win for the patient with less toxicity, win for RNN with increased revenues, and win for the big pharma partner by renewing their old drugs again and increasing their revenues. And a really potentially big win for RNN down the road with an improved reputation with investors, and this development isn't even their really highlighted area. Happy for all longs here. The silence by the company IMO is for competitive purposes. We'll see. t
OncoGenex Pharma announces the continuance of its Phase 3 Enspirit trial, following the recommendation of an independent data monitoring committee (2.23)
Co announced that its Phase 3 ENSPIRIT trial evaluating custirsen in the treatment of advanced or metastatic non-small cell lung cancer is continuing as planned per the recommendation of an Independent Data Monitoring Committee, based upon completion of the second and final planned interim futility analysis.
Subject to finalizing the pending protocol amendment, timing for the final analysis of the poor prognosis subpopulation in the Phase 3 AFFINITY trial is projected to occur by the end of 2015, while the final analysis for the intent-to-treat population is projected to occur in the second half of 2016.
1)The SMA drug study could be stopped at any time based on the safety and efficacy. These children are beating the natural history children both in life time existence and better neurological findings. The approval could be as early as later this year, up to maybe mid 2017.
2)The TTR-amyloidosis drug which is about 12 to18 mos ahead of the competition. Possible approval sometime in mid 2017.
3)The Factor XI inhibitor has been projected from a well-respected person at ISIS to probably get approval in the year 2018.
4)The GCGR blocker should have data out later this year. The amazing thing about the latest data is that if ISIS doses it at lower doses for a prolonged period of time these patients are starting to show the very high efficacy that was seen in the higher but shorter dosed patients. If you remember this drug had some concern about liver enzyme elevations. That does not seem to be the case with the drug is dosed at a lower dose and you do your rechecks a little farther down the road compared to that original study. It was noted that there are seven to eight parties interested in this drug if this prelim data pans out.
5)The GCCR blocker should be coming out with data some time in the second half of the year.
6)The PTP1-B inhibitor looks even more interesting than it did before. Most of the studies were done on African women in South Africa. They were discovered to have some genetic variant where the drug was not very effective. Amazing enough the PTP1-B works the same on African Americans as it does on Caucasions. When you subtract out the South African population the ability to lower HgbA1c was greatly improved to over 1%. This drug also has the advantage of being almost the only insulin sensitizer. According the people at ISIS endocrinologists are really looking forward to this drug getting approved for that very reason.
There is tons more things going on but these are probably the ones that will get attention first. t
No one is being a martyr or dramatic, it is you that wants to play Hamlet touting your great short-term prowess. You also don't like name calling but do it yourself many times. As much as you want to suck the life out of this company it isn't dead until it is dead. I believe the products have merit and that is what makes a market.....isn't dramatic just business. Until the go belly-up as you hope there is really huge potential and we'll see what happens. You impress me as the kind of person if the stock goes up six fold you will still hold the same arguments waiting for that time when it drops again. t
This just ups the ante for a company with no other real drugs coming down the pipeline and with limited cash, that is going to try and develop the drug that they had to buy because they can't really produce drugs very fast themselves.....the pxx-pxx sandwich that they ate. t
You've done your share of name calling. Looks like your options are going to sink faster than a bag of broken bricks. t
Chart looks good, the stock up today on more than average volume. Only a dummy wouldn't at least look at these variables in regards to what is going on in the real world. And only an arrogant person given these variables would say with impunity that the whole world is screwed up and that only they know what is to transpire. t
You know how you can tell that you don't know anything smelly chum is that they actually are not burning through money. They have less expenses than expected, they have more money each year, they will have more money this year than last, they continue to get fairly large milestone payments......their smallest payment is still bigger than the sole milestone payment that vicl got this year....which was the first milestone payment that vicl had gotten in over two years. t
There are collectors out there that do collect stock certificates of companies that go bankrupt. So there is some little inherent potential value in vicl paper.......but wait Jared is going to save them as the spokesperson. I think a hybrid of Jared getting a vaccine against Subway sandwiches made by vicl and a computer tracking of how many Subway sandwiches he eats would be a an excellent next drug for vicl. If it is as good as the last vicl drug it will maybe cause a 30% drop in the amount of sandwiches that Jared eats.....of course the study would be affected by Jared getting dropped by Subway. t
Garbage is this chum's name and it is his claim to fame. He ain't go no dame so that is why you get the same. He doesn't know the game and that is what makes him lame. t
He's claiming some kind of victory prematurely. The company is in relatively fine shape financially. The data looks good and so far has not been refuted. The outside big possible windfall could come if these drugs are deemed so safe that they become first line for some CA's in pediatrics. The safety looks to unarguable in regards to no real concerns so far. We'll see, but I wouldn't claim victory like this guy is doing. t
The market so far is saying arrogant and wrong. t