antisense technology, page-9

Hey Gassy. Of course isis status means a lot to ANP. That’s why the powers that be (at ANP) keep drawing the comparisons between them and highlighting the fact… they are the collaboration partner after all.

Should isis trend and break $20-50 plus I think ANP will aggressively follow… it is going slower than the DNDN re-rate did but I think their upcoming news flow (isis) is enough to see them north of $30 in 2013.

Remember it took this move to wake ASX land up to PRR….

ISIS tracking steadily north at the mo.

I have to say I can feel the tension and frustration of management and shareholders alike. the truth is ANP is feeling more tightly wound now than 2 years ago when they were trading at .008. the latest presentations have helped set the stage… what management should release is an estimated month (Nov/dec) for release of in-term IGF reduction levels (other than end 2013) and i think the trend up for ANP will begin a month or two before hand. It is a lot easier said than done this due to lab work or the supply chain so to speak lol

Anyway.. mipo long term studies and 1103 in term results are major catalysts for ANP at present. In-term results will likely see ANP multi-bag on the day for all the reasons highlighted in today’s newsletter. A pass of PII trials for 1103 puts ANP in a whole new league with upfront payments many multiples of today’s MC. It is worth waiting and was worth knocking back early takeover/tie-in bids for IMHO

I’ll have a lot more to say closer to the time it is a bit of a waiting game at the moment.


Cheers!