Sanofi $SNY - only mentioned KYNAMRO (mipomersen) in passing...still awaiting US and EU regulatory decisions and FDA advisory committee vote in October 2012.
Biogen $BIIB (transcript via Morningstar)
"Through a second collaboration with Isis Pharmaceuticals, we added an interesting preclinical program intended to develop and commercialize the treatment for myotonic dystrophy. This program fits squarely within our strategy to focus on highly differentiated therapies for serious, unmet needs in neurology."
"As George mentioned, we recently added a promising preclinical program targeting myotonic dystrophy or DM1 through a second collaboration with Isis. DM1 is a debilitating neuromuscular disease that affects about 150,000 people in the U.S., Europe and Japan. It's caused by a genetic defect in the dystrophia myotonica-protein kinase or DMPK gene and there are currently no disease modifying therapies to treat DM1."
"As discussed during our Analyst Day one of our focus areas within neurology is genetically well-defined diseases. DM1 fits squarely within that particular approach. The disease is caused by the accumulation of toxic RNAs in the nucleus of affected individuals, because of CTG repeats and the Isis molecule is designed to specifically correct this accumulation. Isis is working to discover the lead drug candidate for the program, which we hope to take in the Phase I next year."