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Isis Pharmaceuticals, Inc. Message Board

kgrichard5 126 posts  |  Last Activity: Jul 24, 2014 4:24 PM Member since: Feb 9, 2009
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  • Reply to

    First victory

    by starfe11 Jul 24, 2014 3:38 PM
    kgrichard5 kgrichard5 Jul 24, 2014 4:24 PM Flag

    This must have been a terrible distraction and still will be. The aftermath of a termination, especially someone of this caliber will surface...attempted litigation (like we need that again), discrediting SRPT, retaliation.....who knows. In the end, science trumps and this will gradually dissipate as time passes. It is good to get this out of the way..... far before the NDA submission, so the focus will be on product, rather than personnel!

  • Reply to

    First victory

    by starfe11 Jul 24, 2014 3:38 PM
    kgrichard5 kgrichard5 Jul 24, 2014 3:57 PM Flag

    Absolutely. You can't have two chiefs in a tribe. Partnerships discussions, allocation of resources to appropriate programs, cancellation of JPM conference etc... If you are constantly head butting and chemistry is bad (pun)...the company/technology is compromised due to individual ego wars. This mess is not over, but the process has to start somewhere.

  • Reply to

    conference call will be pretty interesting

    by vvvvvvrebel89130 Jul 24, 2014 1:54 PM
    kgrichard5 kgrichard5 Jul 24, 2014 2:34 PM Flag

    When is the conference call?

  • kgrichard5 kgrichard5 Jul 24, 2014 2:13 PM Flag

    Partnerships and a broader pipeline....i.e. more shots on goal long term.

  • Reply to

    Art was brought in

    by kgrichard5 Jul 24, 2014 10:06 AM
    kgrichard5 kgrichard5 Jul 24, 2014 10:14 AM Flag

    Perhaps the thing Chris was so excited about ....Art botched.

  • kgrichard5 by kgrichard5 Jul 24, 2014 10:06 AM Flag

    To accelerate/expedite the entire portfolio and platforms of SRPT. Obviously, he was failing. Good news is I doubt it has anything to do with Etep. We have all complained as to why we were not getting any updates on the other Exons and platforms. Now perhaps we know. I believe Chris and the BOD were frustrated with the pace of things, along with possible differing strategies and approaches. He was probably an ineffective and somewhat incompetent scientific leader....but maybe a good scientist. This is all conjecture, but termination PR's are a lot different than resignation PR's (family time, other opportunities etc..). I just hope some advancements were under way, regardless of today's news. He was there 7 months...let's hope progress was made in spite.

  • Supposed clarification on the top scientist leaving. I cannot open it....if anyone can could you please copy and paste. I'll keep trying. TIA

  • Reply to

    I am starting a new rumor

    by simp08801 Jul 24, 2014 9:18 AM
    kgrichard5 kgrichard5 Jul 24, 2014 9:21 AM Flag

    He probably just cheated on his expense report. Seriously! There needs to be some clarification from this PR ASAP.

  • Reply to

    live nearby?

    by larry55057 Jul 23, 2014 10:09 AM
    kgrichard5 kgrichard5 Jul 23, 2014 1:24 PM Flag

    Why not. According to my last pay stub, that 10 million is partly mine.

  • Reply to

    Forbes Comments

    by bbqmaster87 Jul 23, 2014 9:20 AM
    kgrichard5 kgrichard5 Jul 23, 2014 1:08 PM Flag

    Certainly a valid concern. I truly believe you are being sincere with the intention of your post.. That is why the sample size has always created tension. If there were 200 children in the trial and 100 showed some level of efficacy, this would be approved yesterday! We will only learn the true potential of this drug post AA with a large ongoing confirmatory trial. Of course, it certainly wouldn't hurt if Chris gave us a platform update DMD, Exon, infectious disease etc... The silence from the company on all fronts is disconcerting and suspect (for good or bad). I am in and I'll assume things are running full swing. The strong longs will prevail!

  • kgrichard5 kgrichard5 Jul 23, 2014 9:03 AM Flag

    That is why when you believe in a company hold with conviction. ICPT and today, PBYI. I love dropping in on those message boards and watch the celebration. Congrats to PBYI longs and more importantly, breast cancer patients.

  • Reply to

    Go ahead and call me stupid but.........

    by kar26dav Jul 18, 2014 3:54 PM
    kgrichard5 kgrichard5 Jul 18, 2014 4:02 PM Flag

    Fair enough. What disturbs me, is why their are no partnerships with such compelling data. Seems to me, if big pharma wanted to deliver their drugs in the most efficacious and safe manner....why are they not seeing the same data as us little retail people. Perhaps they are waiting in the flanks for more data and we are close. I do not want a buyout, but at .50 cents Merck could take it all with relative pocket change.

  • Reply to

    fda procedure for notification

    by rxkell Jul 18, 2014 2:34 PM
    kgrichard5 kgrichard5 Jul 18, 2014 3:26 PM Flag

    SPPI's Belinostat came in 7 weeks early.

  • kgrichard5 by kgrichard5 Jul 16, 2014 4:27 PM Flag

    An ongoing PHASE 2 trial
    Technology released from another company
    Penny stock
    No revenues
    One Product....Yes, One product!
    15 presentations in the last 3 months....negative 2 cent pps per presentation
    No one is buying the hype
    Most small bios are down today
    This is a lottery play....Not an investment
    Yellen short term effect!

    I am long....go figure! One product that can reverse cancer....all the above forgotten. The data as I know it hasn't changed. If you buy now, you are buying 40% below our CEO. This is risky and all that is on the table is being emotionally tied to the short term pps. You have to decide to sell, hold or buy. My price target is 1.50 by EOY, Punit and the secondary raise have at least the same pps target. GLTA

  • kgrichard5 kgrichard5 Jul 11, 2014 3:57 PM Flag

    I promoted Tacrine/Cognex (about 20 to 25 years ago, for the first and only treatment for Alzheimers. It helped fewer than 30% by MAYBE slowing the progression of disease and had a lot of liver toxicity issues. Everyone tried it who met the diagnosis criteria and even those who didn't. SGPT/SGOT (liver transaminase levels) had to be monitored monthly and the drug was administered QID (ironic for Alzheimer's). Bottom line, we have children that have better odds for success and a clean AE profile. If Tacrine was approved, how could Etep not get approval.especially with the new FDA unmet needs mandate currently being deployed.

  • Black Box: If DMD is diagnosed and not treated, the following will occur:
    1) 0 to 5 years. Decline and deterioration is muscle mass and quality of life.
    2) 5 to 10 years. Loss of ambulation and cardiopulmonary distress
    3) 10 to 15 years. Care giver dependence and Hospice
    4) 15 years and beyond. Nearly 100% mortality probability

  • Reply to

    Anybody....Jonmolten, bionerd etc...

    by kgrichard5 Jul 11, 2014 10:58 AM
    kgrichard5 kgrichard5 Jul 11, 2014 11:54 AM Flag

    That was certainly not the impetus for my investment strategy, I have been in this stock for 12 years. It is simply a curiosity question and perhaps a character/judgment gauge regarding our CEO going forward. Not trying to be totally negative, just playing Columbo.

  • Reply to

    Anybody....Jonmolten, bionerd etc...

    by kgrichard5 Jul 11, 2014 10:58 AM
    kgrichard5 kgrichard5 Jul 11, 2014 11:21 AM Flag

    Thank you. I guess he will someday confess his comment specifically.....but I will not hold my breath!

  • Can anyone provide your best WAG as to what Chris was referring to months ago, about an unprecedented exciting development. OR, was this just an amateurish overly zealous remark by an overly excited inexperienced CEO. Hopefully, his excitement and remarks are not unfounded and can potentially come to fruition. This mystery proclamation by our CEO (may be blunder) has driven me crazy. If in fact, there is something unprecedented and game would be a good time to unveil it.

  • Reply to

    Quit Dismissing the "Cure"...

    by tredleon Jul 11, 2014 10:07 AM
    kgrichard5 kgrichard5 Jul 11, 2014 10:27 AM Flag

    Good point. I also believe there could be a faction of children in large scale use that may elicit a reversal response. Again, 20% reversal/improvement, 20% stabilization and 30% slowing of progression = a collective 70% response rate, with an extremely good safety profile...almost an unmet disease state! Also, as Tred pointed out, if the cardiopulmonary parameters are preserved and even improved, this can account for another life style change that their historic counterparts have not been provided opportunity. Finally, as we take the next step into unveiling additional Exon therapies...;.more children may be helped. This is a great start and we do not have all the answers yet....Even with Exon 51. Keep the faith.

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