NIFTY NINE IN NINETY NINE PLUS ONE Message Board

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Non-Tech : NIFTY NINE IN NINETY NINE PLUS ONE

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To: LLCF who wrote (254)	1/25/1999 3:42:00 PM
From: RCMac	Read Replies (1) of 613

David, I guess I'm largely in agreement with you on ISIP and AXPH. AXPH hda been beaten down to very near its lows at 12/30, when I entered TD's contest (and bought some more with real dollars), recently returned there for your entry, and is probably primed to trend up from those lows even though it is several years from getting anything to market. And I certainly agree with you that "you can't be out of a name like ISIP if their technology works", cf. these posts on the ISIP thread on SI: Message 5312784 Message 6281933 So far, I think we have much of the necessary "proof of principal" for ISIP's antisense technology - it "works", as validated by FDA's approval of fomiversen (Vitravene), but what isn't known for sure yet is whether ISIP has solved the problems of delivering the medication to the relevant intracellular sites (Vitravene is injected into the eye for CMV retinitis, and that it works with that method of administration doesn't tell us much about whether molecules for cancer, Crohn's, etc. can be made to work). We may or may not learn that in the Crohn's trials, and we may or may not learn it this year. -- RCM

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