* Firm's ongoing due diligence suggests that a partnership, with a substantial upfront payment, spin-off or sale could materialize sooner than "Street" expectations for the diagnostic division, Ibis Biosciences.
* Mipomersen P3 heterozygous FH (HeFH) trial(s) likely to commence shortly: Jeffco believes that one of the key points of discussion with the FDA centers around finalizing the most appropriate definition of a HeFH patient. Their physician consultants have expressed a large degree of comfort with all of the mipomersen data presented to date. As a result, they believe that safety is not a road-block to initiating P3 trials in the broader FH population.
* 113715, a PTB-1B inhibitor for Type 2 diabetes, could represent a partnership opportunity in 2Q08.
Notablecalls: Take a look at ISIS' chart. The stock has given back most of the huge gain following the GENZ deal. Now we have Jeffy coming out saying they see multiple catalysts, several of which look to be largely unknown to the public.
You have to understand that stocks like ISIS only move in anticipation of catalysts.
You gotta buy ISIS here. Today!
Actionable Trading Call alert!
Thank god I didn't listen to your urging calls to buy lately. The fundamentals of many companies are sound I agree but the desperate attempts of the analysts to stir the buying interest in the equities they cover is clearly ignored by the sellers and it will be wise to buy only after we get a major "flush-out". Hope the amateurs are not pulling the trigger after reading your blog posts :).
ReplyDeleteThanks for your great posts as always.. Cheers..