Next drug: ISIS ANGPLT3 drug. An unusual drug in that it hits many lipid biomarkers and lowers them. This drug could be used on HoF and HeF patients as well as mixed dyslipidemia. There are going to be competitors in this space, but ISIS IMO has a least 18 mos on any and all of them. This so far will go into ISIS subsidiary and again the margins should be at least 80% and as noted above ISIS already has significant connections with the people who deal with elevated lipids from their drug Mipo. t
Next drug: ISIS GCCR receptor drug. This is another DM Type 2 drug but has certain features that make it attractive. It could very well go for orphan drug status for the treatment of Cushing's Disease. The present standard of care is an old medication, the famous French med for abortions. It doesn't address the many issues of the disease directly like this drug does. CORT is the biotech that has the potential competitor if you want to look it up. The drug has an orphan drug status thus should it do well and get approved it will allow for excellent pricing of the drug, the patients with this condition will get an upgrade in care, and their will be an extra amount of patent protection for this drug. The other unique possible use for this drug would be to put patients who have DM Type 2 already who are put on glucocorticoids for whatever reason and allow the patient not to have elevated serum glucose levels by hitting the target on the bulleye's. It also could possibly help prediabetes patients avoid becoming diabetic with its use. t
Next drug: ISIS GCGR inhibitor. One of three ISIS drugs for the treatment of DM Type 2. None of the ISIS drugs would probably be suitable for Type 1 diabetics but since they make up less than 10% of all diabetics that really isn't too bad from ISIS standpoint. The amazing thing about this drug is that to the best of my knowledge no drug has ever lowered HgbA1c as much in such a short time. They were able to lower on average with their lowest dose HgbA1c 1.25% in SIX WEEKS. Most Type 2 drugs hope to have a lowering of about 0.75% and that is over a 3 month period of time. The higher dose lowered HgbA1c by 2.5% which is truly amazing. Like with Crestor, most of the time it is the lipidologist or cardiologist that prescribes the largets dose, that being 40mg. Because the higher dose has some increased side-effects I don't see a regular primary care physician using the higher dose. BUT I do think that this drug in the lower dose could leap frog the whole class of GLP-1 agonists like Victoza. This is a $3 billion dollar market. The number one two side-effects of this class is diarrhea and nausea. ISIS drug has no side-effects so far at the lower doses. It looks to be more potent, no injection site reactions, and no nausea and best of all no GLP-1 agonists that I can see are any near as potent. Thus even if this drug was used as the first choice for second line therapy it could IMO approach a billion dollar drug. Moreover, if they priced it right they could make it so that insurance companies wouldn't let you use a GLP-1 agonist unless you failed this drug first. t
I'll try and fill in some info on some of the other drugs in the platform:
1)The Lp(a) inhibitor drug could be very interesting. The people who have elevated levels of Lp(a) and have had a CV event, or a family history of heart disease could really use a drug like this. The problem with having this condition is that this extra crinkled fat on lipid particles greatly raises a person's risk for CV disease. The bad thing about having this is that the usual modifiers of risk don't change the prognosis for CV disease if you have this. The people in the world who have the fastest onset of coronary arterial disease are people from India that migrate over to Great Britain. Why is that when most of them aren't even overweight? Because you have a highly prevalent genetic population that is positive for Lp(a). They primarily are vegetarians over in India and once in the British Isles eat a more Westernized diet. This drug from ISIS is the only real drug in study that has the potency to address this population. The knockdown rate for Lp(a) is in the high 70's. The most effective fish oil out there Vascepa will only knockdown Lp(a) about 8 to 10%. ISIS will keep this drug in their subsidiary, at least for now, and they will use their contacts from Mipo to go after lipidologists, endocrinologists, and cardiologists to make them aware of the drug. Again, a wholly owned drug with probably 80% margins at least. The levels of variance in people with Lp(a) can vary by over a 1000 fold. There has been no drug with the potency up to this point to really make dent in the levels of Lp(a) until now. t
People have been "informed" by an expert in junk science. A junkologist that really isn't too polite calling people idots etc. The equivalent of going into someone's house, plopping on the couch and asking the "idiot" owner to get you a cold beer out of the refrigerator. t
If you really did do that I hate to say but you will have a huge problem with remorse. My advice if you are firm on that decision is to not look at ISIS share price ever again. The Medical Technology Stock Letter just raised their price on ISIS to $100. Good luck though, and IMO I can't be mad it is your business. t
Ranger I really think you should look into RNN and see what is going on there. The volume has dramatically picked up as well. Now vicl that will never really do anything except tickle the fancy of a junkologist. t
You also are a junkologist. You got your degree from Kellogs when you used to be able to send in two box tops and a couple of bucks. t
Are you an immunologist??!! I hardly think you have the credentials to make incredulous statements like that and back it up. Rather, you are a junk science expert. Or also known as a junkologist. t
Only on the Internet can you get away with that of talking like John Wayne and having pipecleaner arms like Pee Wee Herman. t
I'm going in on Monday and buy a ton more shares. I believe in what they are trying do and that their logic is solid. Admittedly some of this is intuition but for anyone on the outside when it comes down to it is that what really plays a huge part in this decision. Same feelings I had after putting in a large amount of time investigating ISIS. BTW, ISIS could announce huge news on Monday or Tuesday in regards to their three DM Type 2 drugs, or the Factor XI inhibitor....a drug that Cramer called the most important drug of 2014. Buying a few calls on them early Monday might not be a bad idea. t
IMO I rate ISIS as the number one drug maker for ALS, number one for Huntington's disease, and I can't rate them in regards to Alzheimer disease as there isn't enough info out there in regards to competitors. If they do surface as number one contender for that disease as well that could be worth another 30 points to the upside. People that want to use the usual TA and stock market meterics to judge this stock in regards to how much it has moved up and how fast don't realize that this isn't BCLI. ISIS has kept their on the ball since 1989. They have not threatened their workers with layoffs since before 1999. They have used that confidence and time to go into areas that others in this field just haven't had the resources of time to go after. Including in that situation is going after diagnoses like Usher's Syndrome, Retinitis Pigmentosa, and a whole host of other orphan diseases. ISIS can compete in regards to diseases that are associated with liver going against ALNY, TKTR, ARWR etc. What they also can go after is orphan disease that these others can't go after. They have a platform for genetic splicing, toxic RNA diseases, ssRNAi, noncoding RNAproblems(you'll hear about this soon), repeating/folding diseases. The future is very bright. The time is now. RNAi can go after liver diseases, they are about five to seven years away from being able to go after off-liver target diseases, stem cell technology is only close IMO in regards to cardiomyopathy, Zinc-finger proteins are at least five to seven years off, CRISPR is seven to ten years off. Only ISIS offers immediate solutions to a number of various diseases with a multitude of platforms. CGEN has mutliple platforms but they are not as advanced as ISIS nor can they develop medications for their pipeline as fast as ISIS. t
1)ISIS SMA drug is estimated to be able to bring $5 billion a year. Because this was a foray into new territory, namely neurology indications ISIS settled for lower royalities, in the area of 15%. That still comes out to be about $750 million for really doing nothing after they did the initial heavy lifting.
2)Their Factor XI inhibitor could get the company $700 million up front(CELG bought a very primitive ANS drug from Negra for that amount for Crohn's disease), and this market is estimated to be a $12 billion dollar market. The Factor XI inhibitor certainly won't capture all of that but if ISIS could get 30% for say $6 billion that could be $1.8 billion per year. This drug has unlimited potential for uses that may not even be known yet. It could usurp a good deal of the Factor Xa inhibitor drug's business if it was shown in the lab to be more effective and safer at the same time.
3)The ApoCIII inhibitor drug will have three indications. First one for FCS, that could be up to 3000 patients with a charge of $175K per year. Second indication would be for about 300,000 patients world wide for triglycerides over 880. The price would be reduced but the amount of revenue more than made up by volume of patients. The third indication would be for your regular high triglyceride patient population with triglycerides over 300 that were not responsive to fenofibrates. That patient population is in the tens of millions.
4)TTR-amyloidosis drug has potential sales for $5 billion. There is competition coming potentially from ALNY and the market is giving ISIS only the potential for $50 million for their drug. But ISIS will get their drug out first mostly. They will have a sq version first the first version for ALNY as being IV and the ALNY drug will require four of five drugs to be given along with it. Most likely a more expensive drug. So IMO ISIS should hold at least half of that market. Their share will 20% of $2.5 billion. That is only 4 drugs. t
You won't, but I'd feel ashamed and guilty with your campaign that won't work against ISIS. Many children, including newborns are benefiting for ISIS SMA drug already. It is that safe and their parents are seeing a real difference in their child's physical performance in a group of children that should see steady declines instead of any kind of dramatic improvement like they are. t
Dark is not a terrible person. He has a thing against ISIS. He never worked for ISIS and thus was never fired. As Dogsdazed who is a respected poster to all the old guard expressed there is no hatred toward Dark. Wish he would see things differently but that is the way it is. t
Only hope is that you go home when you finally realize that despite your hate you have been wrong and with the stock continuing to risk you are only going to look like an xxxhole. t
I wish I were in a bar or restaurant as I'd by a round of Prune juice for the house. Best good luck charm ever. t