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Biotech / Medical : ISIS?
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To: Gil Kempenich who wrote (20)10/3/1996 10:33:00 AM
From: Michael Collins   of 30
 
The sell opinion is due to the diminishing prospects for Isis' CMV
drug. Just recently Gilead Sciences brought a new CMV drug to
market called Vistide which is very effective, thus diminishing the
market outlook for Isis' Formivirsen! But there have been signs
lately that Formivirsen might not even make it to market! First of all
if you recall Formivirsen produced too much toxicity at the 300
microgram level so Isis had to re-design the trial to have the drug
adjusted to a 150 microgram level. Should be little or no toxicity
at this level, but what kind of effect will this have on the efficacy???
Very important to consider!!! Also, their marketing partner, Eisai,
returned the marketing rights of the drug back to Isis - certainly a
bad sign!!! Give the stock some credit as it has been going up lately,
and who knows maybe it will continue a little bit of an uptrend. But
wait for the release of the Phase III trial of Formivirsen - that will
ultimately be the deciding factor in the stock price!
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