flat as a pancake, page-3

ATL1103 financing details for phase 2 trials are expected any time now, we should hear about it in mid first quarter, in my opinion.

The current consolidation takes into account market caution for a possible CR.
I find this scenario unlikely, particularly when given the support ISIS is finding from the market leaders for other programs at similar development stages, or even earlier.


In addition to latest ISIS news, Antisense Pharma in Germany also can provide an upswing for 2012 for its drug Trabedersen. Even though a phase 3 trial was cancelled due to patient recruitment issues, the outlook for AA, GBM and pancreatic cancer treatment is extremely positive.
The pancreatic cancer trials in 2012 will add to the
expectation in the industry that antisense drugs consistently prove no safety concerns, when successful in phase 1 trials, in later trials.

Antisense Pharma to pursue first-line treatment with Trabedersen




This is important news for ANP and solidifies the perception that antisense drugs move smoothly through the trials, explaining why Biogen is targeting ISIS for one of their phase 1 trial drugs at such an early stage.


In this context, I do expect a favourable outcome of financial talks for ATL1103 and ATL1102 shortly.



I therefore personally disregard the caution of a CR as I see current situation to be the quiet before a substantial rise in shareprice.