Bio Pete, Thanks for the resources you suggested to delve deeper into ISIS. I found some interesting and promising stuff in the pipeline. Notably, I think the ISIS compound for asthma (AIR-645) which has inhaled route of administration looks promising. And the inflammatory strategy seems more promising than the other programs if I were going to bet on likelihood of success, mainly because of the need for systemic efficacy.
But, overall, I see this as a high risk stock and I am inclined to view the high short holding (almost 14% of float) to be bets well placed.
Not meaning to refute your enthusiasm, but I see a company that has a platform that lends itself to stuffing a lot of early targets into its pipeline and unresolved problems with how to administer the drugs and prevent collateral tissue damage. So, I am worried a lot of the pipeline will fail unless there is early success ---ie with Mipomersem. Unfortunately, the prospects for Mipomersem don't excite me either.
Finally, the TV videos of the CEO portray someone too bombastic for my liking.
On a related note, Tekimira announced today that it has added Dr. Kisner to its Board of Directors (actually as chairman)
Dr. Kisner is currently a Venture Partner at Aberdare Ventures, a leading US healthcare investor. He is a physician and former tenured professor with significant industry experience and a successful track record leading development-stage biotechnology companies. Dr. Kisner's previous experience includes building companies as CEO of Caliper Technologies, a leader in microfluidic lab-on-a-chip technology, and as COO of Isis Pharmaceuticals, Inc., a developer of nucleic acid therapeutics. Dr. Kisner also worked as a drug development executive with Abbott Laboratories and SmithKline Beckman Pharmaceuticals. He is certified by the American Board of Internal Medicine in Internal Medicine and Medical Oncology http://finance.yahoo.com/news/Tekmira-Pharmaceuticals-ccn-1395588367.html?x=0
By the way, that same Tekmira PR reports that the Frank Karbe,CFO of Exelixis is also now on the BOD of Tekmira.
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