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Biotech / Medical : Ionis Pharmaceuticals (IONS)
IONS 75.00-2.9%1:41 PM EST
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To: Scott H. Davis who wrote (2017)6/4/1998 11:27:00 AM
From: David Bogdanoff  Read Replies (1) of 4676
 
To all:

Some thoughts about ISIP and the pharmaceutical market. First to market is not critical in drugs as they are in markets where name brands are the chief reason for buying say Nike at a premium price vs. a good generic basketball shoe. Drugs are not identical(unless they are a generic knockoff) and have different safety and efficacy profiles and patients have individual responses to the same drug. So docs (and hospital pharmacy purchasers) are typically on the lookout for an alternative drug.

Second, antisense technology is not a stand-alone magic bullet for cancer. Its is being developed as a combination therapy along with chemotherapy. This will actually facilitate its acceptance by oncologists because they will not be giving up a familiar (albeit imperfect) therapy for something completey different.

Third, its important to keep in mind that the market is a little irrational on biotechs. Its simply unable to judge the industries prospects soberly and the biotech market is just very volatile without regard to the fundamentals.

Fourth; Crohn's disease is a small market and an indication for it is more important as proof of concept as anything else, imo.

David
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