johno i have posted this on numerous times but will try give a quick and simple run down.
Isis have 26 drugs in their pipeline and ANP own 3 of them drugs. These are 2nd generation antisense drugs. Isis is awaiting EU approval for kynamro which will be its 1st 2nd generation drug approval to market. This will validate 2nd gen antisense technology which ANP have.
Isis rare disease drugs of which there are 4 are being snapped up in licensing deals with the likes of biogen and GSK. There is 1 left and that is ATL1103 that ANP own. So we have GSK and biogen wanting rare and severe antisense drugs with GSK very keen also for drugs associated with blindness. Ok ATL1103 is for the rare disease of acromegaly and diabetic retinopathy (blindness).
Doctor Cohen presented in Aus and specified that ATL1103 is a possible blockbuster drug ouy of the Isis stable which as well as the above diseases may be a blockbuster cancer drug as it inhibits IGF levels which have been shown to be significantly higher in cancer sufferers.
ATL1102 is on the verge of being brought back to trial stages by TJAB from China who have current deals with isis partners and will bring ATL1102 back to phs2b trials in MS as well as start a stem cell and asthma study. All paid for by TJAB. This is multi millions.
Isis and ANP are playing out like PRR and Dendreon. PRR went to a 300 million market cap while dendreon went to a 6 billion market cap on approval of provenge. isis has a stronger pipeline of drugs and ANP hold 3 of them. Pharmaceuticals are paying multi millions to license Isis drugs and ANP hold 3 of the 26. They have a much closer relationship to Isis then PRR ever had with Dendreon.
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