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 79.47-2.7%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: IN_GOD_I_TRUST who wrote (2156)7/24/1998 3:15:00 PM
From: tommysdad  Read Replies (1) of 4676
 
Approval? Again, an FDA advisory panel rec is NOT final approval. It was not a unanimous vote. The panel actually wanted ISIS to test more patients to get better statistics -- BUT -- there aren't enough patients out there to accrue subjects for the trials. What does that tell you about the potential market for this product? It's injected directly into the eye, so forget off-label usage. And, to top it off, BioWorld Today quoted an FDA official as saying he didn't think fomavirsen demonstrated enough efficacy to qualify as first-line therapy. That is a hint that FDA may not approve the drug as first-line therapy (they may, but it's not a slam dunk). Second-line therapy for a shrinking indication = how many $$$???

Don't get me wrong, this is a great plus scientifically for ISIS. Congratulations to them. But, realistically, how much money can you expect them to make off this drug? Maybe that's what the Street is thinking.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext