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Biotech / Medical : Ionis Pharmaceuticals (IONS) -- Ignore unavailable to you. Want to Upgrade?

To: tom jones who wrote (1309)	12/1/1997 4:03:00 PM
From: Joe Wesley	Respond to of 4676

To Tom, michael, emil, Gary and Miljenko: Michael and Gary: Welcome to the thread. emil: They showed some of Jim's recommendations on the left side of the screen as he was talking. One was buy Isis up to 20. What may have been more important (though no one cares at this point) was his reply to Joe Kernan that antisense has potential to become a "better" technology to use to treat cancer than mAb's. Tom: IMO Isis is trying to find a "happy medium" in reporting clinical data to the investing public. As Miljenko said so well in reply 1292 most important data from this trial is maximum tolerated dose (MTD), regime tested, PD and PK, side effects, (any other parameters tested) however this is of little interest to general public (data from 2302 Crohn's trial is extremely clear and powerful yet antisense scientists were split on analysis at A-97 conference in Boston). From preclinical data Isis (and gnta clinicals)has shown the value in the first generation drugs (3521 and 5132) is in multiplying the effectiveness of standard treatments while adding no additional side effects and reducing (maybe dramatically)dosing level of standard therapy. As far as your questions you can e-mail Dr. Andrew Dorr at Isis he may answer your questions and/or send you the data after it is presented at a conference. Maybe he could also tell you about the work Greg Hardee is doing. Miljenko: Reviewed some notes from Dr. Agrawal at A-97 on mixed backbone oligos. I will post tomorrow. Amateur

To: tom jones who wrote (1309)	12/2/1997 1:01:00 AM
From: Andrew H	Respond to of 4676

Tom--I saw these results earlier and found them remarkably unimpressive. However, as the folks on the thread caution, the trials were only P1 and we don't know what the company knows. Might have been that the few people who did respond constituted a good percentage of those who received the maximum dose. But if that were the case, then you would think the company would say so. Also it may be that they are using this opportunity to help develop a second generation formulation of the drug. So its really hard to say. Guess you just have to trust in the company.