Canuck Investor

Isis Generating Impressive Oncology, Diabetes Data

Well, Isis is working with many big drug companies in partnership so they already have access to some of the drug candidates. The big pharmaceutical firms tend to look for blockbuster drug candidates when contemplating takeovers. Isis's lead candidate Mipomersen has the potential to eventually get access to a large market if I recall. I think its currently being trialed for a small market niche. This company is on my radar but I don't own shares. Milestone payments for candidates that progress through trials are nice but remember that real success comes from selling products. Pre-trial and phase one results are not particularly meaningful despite the torrent of press releases ISIS issues on them. Show me a phase II trial with extremely robust results or obviously phase III that targets a large market and I get interested.


On Jun 25 12:07 AM Buckeye Jim wrote:

> Why isn't Isis a target of a big pharma takeover? I've owned Isis
> for years and can't figure this out. Antisense technology and the
> products that are being developed for cancer, diabetes, and lipids
> are very promising. What's missing from the picture?