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acgood

11/10/11 8:28 AM

#130716 RE: DewDiligence #130714

PCSK9-

Offhand these data seem quite impressive. I'll await the actual data though in terms of absolute changes in LDL - the description of the topline efficacy data for the first trial was strange to me.

Potential negative sentiment today for ISIS and ALNY, but suggests their drugs could find success with this target too.
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mcbio

01/05/12 6:54 PM

#134420 RE: DewDiligence #130714

ISIS et al. (PCSK9)

FWIW, ISIS disclosed during their Analyst Day CC (Seeking Alpha has a transcript; http://seekingalpha.com/article/317739-isis-pharmaceuticals-ceo-hosts-analyst-day-transcript?source=yahoo ) today that they are dropping their PCSK9 candidate due to having lost their lead and, perhaps more importantly, due to safety questions/concerns from the FDA about the target. Sounds like very lengthy/expensive trials will be required against this target. I think this is what is alluded to in #msg-69444468 . Seems to be bearish for everyone targeting PCSK9 (REGN, ALNY, etc.) and not just ISIS.