Market Doc
Long/short equity, healthcare

Isis: Long-Term Kynamro Adverse Events May Apply To Entire ISIS 2.0 Pipeline


ISIS Pharmaceuticals (ISIS) is a dynamic biotechnology company focused on the development of antisense oligonucleotides (ASOs) as drugs. Its chief antisense oligonucleotide (ASO) is Kynamro (mipomersen), which is used to lower cholesterol. After reviewing available long-term data on Kynamro, I will show that Kynamro has qualities that make for a very poor drug because:

1. It is poorly tolerated.

2. It is immunogenic.

3. The immune response is associated with increased adverse events.

4. Long-term use leads to increased adverse events.

As acknowledged by ISIS CEO Stanley Crooke in a recent review, Kynamro (mipomersen) is a representative molecule of ISIS second generation antisense oligonucleotides (ASOs). He states:

Mipomersen is representative of second generation ASOs. As all ...
Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details