Comments on: Isis CEO Vows that Cholesterol Drug, Partnered With Genzyme, Will be “Remarkable” Advance

By: minifesto

minifesto — Tue, 10 Aug 2010 19:22:36 +0000

Love your answer to Feuerstein or sosie. I am long on ISIS and plan to speak with Stan the man. So your interview was useful.

Been investing for 50 years and 15 years in biotechs.

Like ALNY ATHX CALP LGND MYRX OSIR ZGEN. Very interested in ATHM but do they have enough cash. Will speak to Tim after vacation.

By: noonne

noonne — Wed, 04 Nov 2009 19:15:31 +0000

Looks like that Mipomersen drug does exactly the same as Eprotirome, a drug in developing by the Swedish company Karo Bio.
http://www.karobio.se/en/Research–Development/Our-RD-Portfolio2/KB2115/

By: bogtalk

bogtalk — Thu, 22 Oct 2009 15:38:05 +0000

Art-
I have seen Feuerstein the columnist you refer to as a featured speaker. He was very professional and knowledgeable, not at all like the Feuerstein who is posting above. And why would a busy professional be spending his time posting on an obscure venue like this one?
As for sounding like Dark, I think Dark was a little more sopisticated than this guy. jmo.
Bogtalk

By: Art

Art — Thu, 22 Oct 2009 02:54:34 +0000

Adam, the 25% reduction included the 6 dropouts so the reduction in ldl-c was actually > 30%. Some of these people live in Africa and probably don’t have use of a car. For a guy that has a paid column you sound very unprofessional, like someone with an ax to grind when it comes to Crooke. In fact you remind me of the nut case who goes by the name of darkout on Yahoo.

By: theodore bash

theodore bash — Thu, 22 Oct 2009 01:46:50 +0000

I question AF’s ability to understand the science and the importance of this drug for a selected population that GENZ and ISIS think will be bigger than just for HoF. I’ve put my money on GENZ/ISIS, not on the person who miscalled so many other binary events. A posting of AF’s record would increase his creditiblity. t

By: The Effusive CEO « CXO Footnotes

The Effusive CEO « CXO Footnotes — Wed, 21 Oct 2009 19:07:36 +0000

[...] 21, 2009 by Mike Hart When I read Luke Timmerman’s interview this morning with ISIS CEO Stanley Crooke my immediate thought was “uh [...]

By: Roland DeSilva

Roland DeSilva — Wed, 21 Oct 2009 17:55:20 +0000

Adam,
You sound like a short to me or have some other agenda. You are seriously uniformed. I

By: adam feuerstein

adam feuerstein — Wed, 21 Oct 2009 17:49:05 +0000

stanley crooke — disingenous? Never!

Why won’t there be a large (or larger) number of dropouts in a large (or larger) trial?

mipo will be fortunate to be approved in the homozygous patients. It’s the best and only shot this drug has, given the tiny patient population and severity of disease. I think approval in heterozygous patients or statin-intolerants/refractory is a pipe dream.

By: Roland DeSilva

Roland DeSilva — Wed, 21 Oct 2009 17:37:57 +0000

Luke,
I have been following this company for 7yrs and its process is amazing, which is why Genzyme invested. The FDA is making the company jump thru hoops, because if effect they are now completing a 4th stage testing, all of which has and will prove out.
Adam sounds like a short seller who is trying to make his position. Full disclosure..I am long on the stock.

By: Luke Timmerman

Luke Timmerman — Wed, 21 Oct 2009 16:21:06 +0000

Adam–He wasn’t trying to downplay the intent-to-treat analysis, that would be disingenuous. But in a trial with such small numbers, six dropouts can make a difference between an ITT and a completer analysis. I think he was annoyed at the patients themselves, or maybe his own company, for not being able to keep them on the protocol. That point wasn’t totally clear to me, but I thought it was worth noting that the six dropouts are a sore point when looking at this study result, and something worth focusing on at the American Heart Association.

By: adam feuerstein

adam feuerstein — Wed, 21 Oct 2009 15:55:50 +0000

Luke — Crooke was “annoyed” when you asked him about the patients who dropped out of his study? Who cares about ITT results, right? I mean, let’s just get rid of all the patients who don’t respond or who have side effects so severe that they need to stop taking the drug. Brush those “annoying” patients under the rug.

Were you able to keep a straight face when he threw this blather out there?