Protease and the new CMV,
Scott, I don't know what to make of the new info. Ya know, they talk about PI resistance, but I haven't heard any specific side-effects mentioned. I would THINK that CMV-retinitis would go hand-in-hand with the PI resistance, but I haven't seen info. to support that. Have you?
Here's my emerging take on CMV -- who cares? Whether it is $100 million, $200 million, or $300 million, it doesn't really matter. Either way, this won't be THE drug that makes Isis worth owning.
You are very right about the Isis administration -- you can't forget. Also, from what I hear, the injection is actually not very painful and some people prefer it to pills (I guess if I were swallowing 12 pills a day, a poke in the eye might not seem so bad).
In any case, I'm glad to see Isis get a drug out, but I'm still concerned about the pipeline and its translation into money.
sds
P.S. Got a question, and MZ is probably the best to ask -- how/why is it that a drug that treats Crohn's will usually have some effect with R.Arthritis (and vice versa). Are the both affected by the same ICAM? |
