BioInvestor

Isis Pharmaceuticals Panic Overdone

Isis certainly has a formidable patent position. The company has a large effort into securing intellectual property in this area. The big issue is in ensuring an effective delivery system--something which, at one point, monoclonal antibody products had to face. Now, monoclonal antibody products are moving rapidly through the development/approval process. It's frankly only a matter of time until antisense products reach the market. Isis is in a very strong position in this technology and should be a long-term winner.