SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Biotech / Medical : Ionis Pharmaceuticals (IONS)
IONS 80.40-1.4%Jan 9 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: bob zagorin2/28/2011 5:29:53 PM
1 Recommendation   of 4676
 
repost from IV board..

"...Today’s Conference Call
My quick notes on today’s conference call:

• Hope to have first 2.5 drug candidate this year (5-10x more potent than 2.0). Makes oral bioavailability feasible.
• Regulus ownership dropped to 46% as a result of equity investment by Sanofi
• Increase in revenue of $10M expected this year (includes first Mipo milestone)
• On track for Mipomersen EU filing 1H2011. Very confident on this (SC).
• Good discussion on categorization of HoFH and severe HeFH patients by SC. Main difference between two groups is their age. Emphasized clinical diagnosis is not genetically based.
• Compared Mipo results/profile with Aegerion’s MTP Inhibitor and stated there really is no comparison or other near-term competition.
• Detailed data from final two PIII Mipo trials to be presented at the ACC (early April). Panel discussion will also be conducted/webcast.
• Pipeline update scheduled for April
• First Mipo milestone is for acceptance of initial US filing by FDA (usually 30-60 days after submission). Second milestone is US approval.
• QA: Any indication Sanofi is concerned with Mipo? SC – No. Quite the contrary.
• About 733 patients treated to date with Mipo and placebo controlled
• Antisense injection site reactions do not have association with CRP (something ISIS previously contemplated)

Additionally, a reminder to all that ISIS is presenting at the Citi Global Health Care Conference tomorrow at 11am ET. It will be webcast through ISIS’ website...."
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext