flight to safety..., page-2

Great post...

Agree regarding “transferability of results through the various stages”... and for antisense it goes as far as the ability to predict behaviour long term from as early as preclinical and initial clinical stages. The transparency is there throughout and it does give ISIS/ANP the ability to eliminate concepts early that are likely to fail later on down the track. A real novel characteristic of the platform as a whole and it could be drawn back to primate/animal and human protein coding being so closely related - plus the drug itself having such a simple makeup and function.

I guess from a business standpoint it makes those seeking a JV with these compounds a somewhat de-risked venture compared to what it may have been otherwise. With the likes of 1103 we of course have the added bonus of biological markers being monitored during P1. Then there was the stellar results being a stronger reduction in IGF than first anticipated. This is going to help us when it comes to the dosing needed to reach endpoints... and side effects that may have been experienced on higher dosing, due to the drug type, this can be viewed as a big plus as it has taken a deal of the risk off the table. Quite a significant outcome really and one that was highlighted and mentioned by Professor Cohen during his presentation in April...that as well as ATL1103 being by far the best up and coming Acromegaly drug going by cause and effect of how it works etc.

Antisense early transferability was proven with Vitravene and now again with mipomersen... it is a strong card for ISIS and has been a key in their success in attracting partners from early stages of development.

With mipomersen we have additional evidence, as we have shown with other antisense drugs, that we can predict the activity of our drugs in man from the preclinical successes we observe in animals. We believe mipomersen’s success has validated our technology platform and increased the value of our drugs. Link

ISIS has certainly been getting noticed lately... still a long way off its all time highs but is heading in the right direction while the broader markets are heading in the opposite, so they are swimming against the current that’s for sure.

As for ANP... IMO and going by the evidence i suspect all 3 of ANP's drugs will head off to trials in the near future... and as per the previous announcements ANP should announce details of this sometime over the next 4 or so weeks. By rights this should again be the catalyst for a substantial move up in the overall value of the company... couple all this with ISIS and the drug type currently being in favour and it could really get out of hand again quite fast!!

When have ANP ever over promised and under delivered... the fact is the opposite is true - In the case of these upcoming milestones for the company – i have a feeling we will all be more than pleasantly surprised by the outcome.

Watching ANP trade over the past week or so i get the feeling that the short term hopefuls have successfully been squeezed or have lost interest awaiting the news. Friday saw .017 confidently taken and a wall start to build. Also appears some decent sized orders were going though some several million apiece. At this 0.018 level we are knocking on the door of placement territory and i guess the real question is how much resistance are we going to meet from .019 up? How much of the placement went to USA investors, and of those investors how many of them are the same ones backing and currently buying/re-rating the ISIS share price?! Are they in it for a quick buck or are they in fact a little more sophisticated than what the typical placement taking Australian sophisticated are... do they actually research and back the winners? hmmmmmmm

One thing’s for sure, if all comes together (as it should) ANP will be an absolute pearler of a stock in the short/mid/long term. Regardless of the overall markets as has been proven by ISIS recently AND during the ANP November run – don’t think the instos don’t know which bios are the up and coming winners - who do you think started the rerating of ANP only a few months ago?!

Forget a few pips each way - this is a quality stock with a big future - load up and go long imo.


JMO, DYOR and good luck all!