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Biotech / Medical : Ionis Pharmaceuticals (IONS)

IONS 76.33

-1.1%

Jan 16 9:30 AM EST

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To: Micawber who wrote (2011)	5/28/1998 4:25:00 PM
From: Joe Wesley	Read Replies (2) of 4676

Hi Brian: Meeting was ok. My wish was they could have announced a new deal(s) or clearly spelled out how they have solved efficiently getting the drug into the the cells that need it(maybe I missed something). Isis talked about oral delivery and talking to Doug Cole they have solved most of the problems and are close to their first candidate. Isis looks like they are all dressed up and need a dancing partner for a lot of molecules. 2922: Depends on market small revenue producer as it stands. 2302 and cell adhesion in general: Depends on how BI and Isis want to go. 2302 Crohn's sounds ok so far enrollment needs to speed up (about half full so far with another pivotal coming). 2302 psoriasis they had some excellent looking preclinical pictures showing a topical formulation that was getting absorbed deep enough to get the job done very well (exciting if it works as well in people (imagine if they could make a gel based on this to inhibit facial hair or hair on women's legs(only dreaming)). Anyway sounds like its moving ahead. 2302 RA Dr. Crooke said little about it so who knows. 2302 UC they talked about daily enema treatment that may have value. 2302 Renal Transplant I didn't hear it mentioned. Bottom line: Crohn's is only revenue producer soon as things look now. Other things topical off generation 1, gen 2, oral are coming and will be better anti-inf but will take time. Cancer drugs: early however, after a lot of thought after meeting 3521 may be looking good? New Novartis deal coming? Other candidates: Isis has a lot (would be nice if all have chemistry to improve efficiency well enough) of them coming (they had one for MS on the posters that looked interesting). So where are we now? Isis has proved antisense works. IMO (as others have said) they have to get out the story of how they can get drug into the cells efficiently (maybe its getting done with advanced chemistries or lipo's or ...) Isis is a talented group and they are great problem solvers. Amateur P.S.: You have to meet Miljenko.

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