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

To: Joe Wesley who wrote (2012)	5/28/1998 9:13:00 PM
From: emil	Respond to of 4676

Thanks for the info Amateur. It is most appreciated.

To: Joe Wesley who wrote (2012)	5/28/1998 11:21:00 PM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 4676

Amateur, Brain, Emil, and others: >>P.S.: You have to meet Miljenko.<< Thanks Amateur. I was nice to meet you at Isis. I agree with all (or almost all) your comments. Only few note/explanation. >> Isis looks like they are all dressed up and need a dancing partner for a lot of molecules.<< Yes, Isis/BI/Novartis will have to make some serious decision in next two-three months on how to continue with new gen./formulation drug candidate. >> Depends on how BI and Isis want to go. 2302 Crohn's sounds ok so far enrollment needs to speed up (about half full so far with another pivotal coming).<< Current Crohn's pivotal trials are more complex than first small PII (where some patients are still in open-label extension), so slower pts enrollment was expected. BTW, congratulation to CNTO and AVAKINE. >> Cancer drugs: early however, after a lot of thought after meeting 3521 may be looking good? New Novartis deal coming?<< Yes, it is two early for any projection. In all three cancer trials Isis have significant reduction in plasma conc. of the target marker: mRNA. The small problem is that 3521 and 5312 target are signal transduction, so the drug efficiency in slowing cancer grow or disease stabilization is not visible immediately. My bet are still on combination therapy. >> Isis is a talented group and they are great problem solvers.<< They will not rest until all major problem are solved. Nonetheless, financial condition and priority will dictate speed. Take care. Miljenko