Biotech Values

[iwfal]

ISIS -

ISIS was working on PTP1b inhibitor, but has abandoned that program. Also has glucagon receptor (GCGR) and glucocortocoid receptor (GCCR) programs in phase 1 directed at diabetes.

That is an impressively long list of different drugs for different MOAs to treat diabetes. And it is at least somewhat incomplete since it doesn't even include their SGLT2 inhibitor.

However most of them are not showing up on ClinicalTrials - so I guess I'll have to listen to a cc to determine progress through ph i.

Given the size of the T2D market I find it very odd how few of these targets are being explored by big pharma. Yeah, the clinical trial programs are exceedingly expensive to get all the way to approval (because of the need for a gigantic safety database) - but not exploring at all seems bizarre.

PS They seem to have abandoned a bunch of earlier drugs using the same MOA - be interesting to find the potency and SAE of the drugs they abandoned.

PPS Anyone reading this know the clinical and partnering history of Exenatide?