the show goes on, page-40

people can kick & scream all they want i'm going to list points as they stand you make your own opinion on them.

>> Why would ISIS hand off candidates to ANP for penny sums ? Wouldn't a company always keep the best candidates in its own basket unless of course big pharma are willing to pay out for them.

>> Instead of simply listing numbers of drugs for comparison it should be broken down into stages.

ISIS have -

1 x approved Drug
3 x Phase III
14 x Phase II
5 x Phase i
8 x preclinical
---- 11 of those opartnered with big pharma

ANP have -

1 x Phase II returned by big pharma & now in the process of reinitiating through research institute in exchange for R&D expenditure
1 x Phase II - soon to commence
1 x preclinical

>> cash position while comparitive to market cap ANP is cashed & should be able to move the most advanced candidate atleast to the point of Phase II completion but it's along way from a company with $350M in the bank to advance it's own projects.

>> ISIS remains the owner of the technology the platform & IP to future Antisense drugs should they tick boxes THIS is where the value sits - looking into the future it holds far more than any 1 drug & likely where alot of it's current price rests.

I'll leave it there eh ?