Daylight's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/304604/comments http://seekingalpha.com/article/102575-pfizer-needs-isis-more-than-isis-needs-pfizer?source=feed#comment-312753 312753 Daylight


On Oct 29 02:44 PM Archie wrote:

> I have been patiently waiting for the results from the studies ISIS
> started in 2006 to measure liver fat in patients treated with mipomersen.
> Mipomersen lowers cholesterol levels in blood by blocking the movement
> of fat and cholesterol out of the liver. In theory this should increase
> the amount of fat in the liver which is not a desirable side effect.
> For this reason ISIS intiated a study in May 2006 to specifically
> examine this issue. The mipomersen liver fat study was originally
> supposed to be completed in February 2008 but has been pushed back
> twice and the completion date is now listed as March 2010. The company
> consistently implies that the drug (contrary to its known mechanism
> of action) lowers liver fat but has produced no data in humans to
> support this. Pfizer knows this and, in my view, correctly passed
> on mipomersen. How much is ISIS worth if mipomersen increases liver
> fat? Probably less than it is trading for now. In that case its use
> will be limited to those patients where the risk of increasing liver
> fat outweighs the benefit of cholesterol lowering. In this case mipomersen
> would essentially be an orphan drug, not the blockbuster that so
> many people are wishing for.]]> Sun, 23 Nov 2008 01:45:47 -0500 Daylight


On Oct 29 02:44 PM Archie wrote:

> I have been patiently waiting for the results from the studies ISIS
> started in 2006 to measure liver fat in patients treated with mipomersen.
> Mipomersen lowers cholesterol levels in blood by blocking the movement
> of fat and cholesterol out of the liver. In theory this should increase
> the amount of fat in the liver which is not a desirable side effect.
> For this reason ISIS intiated a study in May 2006 to specifically
> examine this issue. The mipomersen liver fat study was originally
> supposed to be completed in February 2008 but has been pushed back
> twice and the completion date is now listed as March 2010. The company
> consistently implies that the drug (contrary to its known mechanism
> of action) lowers liver fat but has produced no data in humans to
> support this. Pfizer knows this and, in my view, correctly passed
> on mipomersen. How much is ISIS worth if mipomersen increases liver
> fat? Probably less than it is trading for now. In that case its use
> will be limited to those patients where the risk of increasing liver
> fat outweighs the benefit of cholesterol lowering. In this case mipomersen
> would essentially be an orphan drug, not the blockbuster that so
> many people are wishing for.]]>