Ionis Pharmaceuticals (IONS) Message Board

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Biotech / Medical : Ionis Pharmaceuticals (IONS)

IONS 74.51

+1.7%

3:59 PM EST

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To: Peter Singleton who wrote (2038)	6/14/1998 12:23:00 AM
From: Miljenko Zuanic	Read Replies (1) of 4676

Peter, glad to se you here at ISIP board. Good review on Isis pipeline. Maybe I will add few thought: >>You're right, I wouldn't factor in any value for 2302 in RA (probably doesn't work well enough), or in UC or kidney transplant (too many unknowns). Psoriasis has a nice upside, but it will need to be a topical formulation, and it may not be a first generation molecule ... so don't place a value there.<< I am neutral for 2302 in RA. Any drug (on market or in development) which work for Crohn's have potential in RA and vice versa. So, why will 2302 be different? They expanded RA trials from 20 to 44 pts because they were not that lucky like in Chrohn's trial with first 20 pts, but this is not reason to negate possibility for any positive results. ICAM-1 is good target for inflammatory condition (development of topical formulation for psoriasis is good approach) and problem maybe in administration route. If they learned about drug pharmacology in RA pts, it will open route for drug further development. I think that topical formulation will be with sec. gen. molecule. >>Cancer, I'm not as pessimistic as you seem, but we clearly don't have enough data to tell us whether either of the three have the potential to be a big drug ($500M +).<< Agree. Development of cancer antisense are low risk for Isis because Novartis pay for all development expense. In event that combination of antisense and cytotoxic chemo show good results Isis value will significantly increase. Miljenko

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