here is a link to the complete slide deck from the January 2012 R&D day. The diabetes programs were not discussed in much detail if I recall, with the exception of rationale for abandoning SGLT2 program. I also be interested in people's take on the Factor XI program - the preclinical data is pretty impressive to me. But I am not so thrilled that they are planning to run the phase 2 program themselves.
Part of the reason that ISIS has programs against targets that pharma does not is intentional - many have proven to be undruggable with small molecules (both diabetes and other therapeutic areas). SGLT2 was a notable exception, and proved to be a mistake.
Sorry I don't have private message membership - I have added email address to my profile if you have other questions on ISIS. I agree it is a very complex company to try to analyze because of so many moving parts.
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