1. Can ISIS Pharma’s Antisense Turn Drug Discovery on its Head?
ISIS CEO Dr. Stanley Crooke presents the Antisense platform technology as the natural successor of small molecules and monoclonal antibodies as a drug discovery platform. This platform is fully controlled by ISIS and made available to partners. Needham Analyst Mark Monane and Dr. Crooke discuss the increased speed in drug discovery and reduced risk of failure that Antisense brings. Partnerships and competition are also brought into the discussion. Dr. Crooke affirms a couple billion dollars in partnerships over the past 20 years. With such promising technology, ISIS Pharmaceuticals might strike fear into the hearts of the “old school” biotech companies.
2. Genzyme and ISIS Partnership on Lead Product “Mipomersen” for LDL-Cholesterol Reduction
Dr. Stanley Crooke of ISIS Pharmaceuticals and Mark Monane of Needham & Company discuss ISIS’ pipeline, starting with Lead Product Mipomersen, antisense drug being developed with Genzyme, currently in Phase 3 studies in patients who cannot adequately control their cholesterol levels. Mark & Stanley talk through the relationship with Genzyme, the subcutaneous administration of the drug, and the merits of a study in cholesterol, where measurable targets provide an unequivocal test of success or failure. In a 19 product strong pipeline, are many other promising worth discussing. Stanley highlights a few of the next generation drugs in development at ISIS pharmaceuticals.
3. ISIS Pharma’s Development Strategy, Capital Needs, and Upcoming Milestones to Look Out For
How does ISIS Pharmaceuticals decide to partner a product or develop it internally? How far in the development will ISIS go? What is ISIS pharma’s financial position? What are its growth prospects? What are the important upcoming milestones that will have an impact on the stock? Mark Monane of Needham & Company inquires about all of the above with Dr. Stanley Crooke, CEO of ISIS Pharmaceuticals.
4. ISIS Pharmaceuticals CEO Comments on Valuation, Plays the “Word Association” Game with Mark Monane
With 19 Products in it’s pipeline, what may be a groundbreaking proprietary platform technology, and numerous partnerships, ISIS Pharmaceuticals is hard company to value. And Dr. Stanley Crooke, CEO doesn’t apologize for it. He then agrees to play Needham Analyst Mark Monane’s favorite game, the fun and incisive “Word Association”.
This interview was conducted at the NASDAQ Marketsite, on October 6th, 2009, in New York City.
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