Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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) -- Ignore unavailable to you. Want to Upgrade?

To: Peter Singleton who wrote (2038)	6/13/1998 2:21:00 AM
From: Tim	Respond to of 4676

On a slightly positive note, here is an exerpt from a recent Cowen & Company report: While our overall universe continues to lag the market, the recent rally in cancer-related stocks demonstrates the wide investment appeal of potential breakthrough products, even at early stages of development. In this report, we highlight cancer research under way at companies in our core universe, including strong buy-rated Isis Pharmaceuticals, Pharmacyclics and Vical. With over 300 products in clinical trials or awaiting approval, the biotechnology sector represents an increasingly important source of new treatments for many serious diseases. We expect key approvals in 1998 for strong buy-rated BioChem Pharma (BCHE $26), Ergo Science (ERGO $5), GelTex (GELX $23), Isis (ISIP $14), and Vertex (VRTX $29), as well as buy-rated Centocor (CNTO $39) and Genzyme (GENZ $27). In addition, many other companies' shares could rally based on their progress in discovery research and clinical trials.ÿÿ -David Stone, Tim Wilson, Ph.D., Mark Augustine, Eric Schmidt, Ph.D., 5/98ÿ

To: Peter Singleton who wrote (2038)	6/14/1998 12:23:00 AM
From: Miljenko Zuanic	Read Replies (1) \| Respond to of 4676

Peter, glad to se you here at ISIP board. Good review on Isis pipeline. Maybe I will add few thought: >>You're right, I wouldn't factor in any value for 2302 in RA (probably doesn't work well enough), or in UC or kidney transplant (too many unknowns). Psoriasis has a nice upside, but it will need to be a topical formulation, and it may not be a first generation molecule ... so don't place a value there.<< I am neutral for 2302 in RA. Any drug (on market or in development) which work for Crohn's have potential in RA and vice versa. So, why will 2302 be different? They expanded RA trials from 20 to 44 pts because they were not that lucky like in Chrohn's trial with first 20 pts, but this is not reason to negate possibility for any positive results. ICAM-1 is good target for inflammatory condition (development of topical formulation for psoriasis is good approach) and problem maybe in administration route. If they learned about drug pharmacology in RA pts, it will open route for drug further development. I think that topical formulation will be with sec. gen. molecule. >>Cancer, I'm not as pessimistic as you seem, but we clearly don't have enough data to tell us whether either of the three have the potential to be a big drug ($500M +).<< Agree. Development of cancer antisense are low risk for Isis because Novartis pay for all development expense. In event that combination of antisense and cytotoxic chemo show good results Isis value will significantly increase. Miljenko