- Isis Pharma presented 9/19 at the UBS conference - click here for complete biotech webcast and catalyst calendar with links to my notes.
- More details on antisense, the company, and its complex pipeline on the ISIS research page.
- My complete notes are below-
- We have no desire to change from strategy of taking drugs through phase 2 proof of concept (POC) then partnering
- Mipomersen (Kynamro) US NDA fiiing to FDA will occur before the end of the year
- We plan to end 2011 with >$350m cash
- >$3.5b potential milestones across all current partnered programs, not counting royalties..and pipeline is substantially composed of unpartnered assets
- (I fast forwarded through most of the mipomersen presentation)
- CRP poised to start phase 2 this year
- ApoCIII and FXI phase 1 data this year, phase 2 next year
- PCSK9 moving forwrd towards clinic with BMS (no date given)
- PTP1b finishing up phase 1 and will start phase 2 next year (lowers glucose and LDL)
- SGLT2 - novel mechanism vs small molecules. We plan to announce data this year
- GCCG, GCGR both will enter clinic for phase 1 early next year
- FGFR4 - no dates
- OGX-011 NSCLC phase 3 trial next year
- $LLY finishing up phase 2 with survivin drug- data late this year or early next year
- eIF4E, OGX-427 just strated phase 2 this year, data in 2012
- STAT3 is first generation 2.5 drug, phase 1 in 2012
- SOD phase 1 data this year
- TTR phase 1 data this year, phase 2 early 2012
- SMN phase 1 late 2011 or early 2012
- We plan to have several more generation 2.5 candidates enter pipeline next year
- STAT3 is one of 3-5 drugs we will add to pipeline by end of 2011
- q&a in breakout session
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