tonights presentation, page-12

Zehav, tonight’s presentation will focus around ISIS themselves, antisense advancements and mipomersen. ISIS are gearing up for their biggest year ever 2012 – as mentioned by ANP directors.

Most importantly what this should highlight to a wide audience is that mipomersen offers commercial validation to other antisense Gen2 liver drugs that are already in the pipeline........ which puts ATL1103 in the spotlight as one of the 8 in development.

ANP is leveraged off of the success of mipomersen that has become apparent... as was the case with PRRs’ validation also.

Remember this from the AGM presentation;

“Ability to test for sIGF-I reductions in Phase I study provides early confirmation of the drug’s therapeutic potential and possible partnering opportunity”

What they mean by this is that it hits the reduction end point in the first instance... remember antisense Gen2 liver is now proven safe and this is the directors trying to contain their excitement imo;

“Biological target GHr is expressed in liver which is ideal for antisense drug delivery as exemplified by the number of liver targeting antisense drugs in development by Isis and their partners”

They know how it behaves... this is proven safety of the drug type.

ATL1103 already outperforms somavert with these 2 points, and Acromegaly is a 1 billion dollar market and is well within reach for this drug.

ANP is still so far undervalued it’s amazing... with what we’ve got being released over the course of the next 3 weeks i would think your prediction of 10c prior to Christmas is not far off where it will end up.

However, next year will be the year for antisense to shine so there really is only one overall direction for this stock in both the short, medium and long term.


JMO, and Good Luck!