big dump at 1.4....why?, page-60

The past 20 years have been a large developmental effort on ISIS's part, and common enough of companies dabbling in new technology. But its all been building up to where we are now.

Only recently has big daddy ISIS released their first anti-sense drug on the market, namely Kynamro. They have a couple at Phase 3 trial level, about 15 at Phase 2, and about the same at pre-clinical to Phase 1. They also have a truck load of anti-sense patents, each one representing a potential therapy. The US market is cluing in. See how the share price has done in the past year.

However the really big splash will be made when all those Phase 2 candidates go to market in a few years, which should all be at about the same time. This will include ANPs offerings. The market will already be primed because of ISIS's prior releases, and as the quarters roll by and the booming sales are noted, the market will get its confirmation that anti-sense is the real deal, and any companies that have specialised in anti-sense and partnered with ISIS, like ANP, will see their share prices rocket.

ANP features prominently as an ISIS partner. They have in-trial drugs that aim to treat mulitple problems, such as growth-hormone related diseases like acromegaly and retinal diabetes (a leading cause of blindness), MS, prostate cancer, asthma, and stem-cell harvesting (a billion dollar industry). This is just the start, as there are another 30000 targets to be experimented with.

Will this be enough to get ANP to a market share of 4 bn? I dont think its a matter of if, its a matter of when. The anti-sense pie will be huge, with enough to go round for ISIS, ANP and other players. This is nothing that can be gleamed from historical charts, this is about fundamentals, about understanding the cutting-edge nature of this tech.