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    ISIS Pharma - 500 Beiträge pro Seite

    eröffnet am 31.01.03 13:37:17 von
    neuester Beitrag 17.03.03 18:41:31 von
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     Ja Nein
      Avatar
      schrieb am 31.01.03 13:37:17
      Beitrag Nr. 1 ()
      Hi

      was haltet ihr von ISIS? Ich weiß nur das der cash-bestand fast so hoch ist wie der aktuelle Kurs (ca $5 zu $5,90).

      Was macht die Firma genau und wer sind Konkurrenten.

      Will hier evtl. längerfristig einsteigen.


      Gruß M.
      Avatar
      schrieb am 31.01.03 13:45:01
      Beitrag Nr. 2 ()
      Wenn die Antisensing zum Laufen kriegen haben die mit wenigen Ausnahmen ein Monopol, abgesichert mit 1000en Patenten.
      Es kommt hier gewaltig auf das "wenn" an!
      Avatar
      schrieb am 08.02.03 22:38:32
      Beitrag Nr. 3 ()
      Reversal am Freitag, vielleicht Zeit einzusteigen.

      Wäre nett, wenn einer nen Chart zusteuern könnte, bin nicht firm in dieser Angelegenheit.
      Avatar
      schrieb am 10.02.03 11:40:10
      Beitrag Nr. 4 ()
      Bin seit Freitag investiert.

      Avatar
      schrieb am 11.02.03 10:04:20
      Beitrag Nr. 5 ()
      Webcast Alert: Isis Conference Call
      FRIDAY, FEBRUARY 07, 2003 1:32 PM
      - PR Newswire

      CARLSBAD, Calif., Feb 07, 2003 /PRNewswire-FirstCall via Comtex/ -- Isis Pharmaceuticals (ISIS) announces the following webcast:


      What: Isis Pharmaceuticals` 4Q02 Financial Conference Call

      When: Tuesday, February 11, 2003 @ 7 am Pacific Time / 10 am
      Eastern Time


      Where: http://www.firstcallevents.com/service/ajwz374409736gf12.htm…

      How: Live over the Internet -- Simply log on to the web at the address
      above.

      Contact: Karen Lundstedt of Isis Pharmaceuticals, Inc., +1-760-603-3880.


      If you are unable to participate during the live webcast, the call will be archived on the Web site www.isispharm.com , or the address above.

      Isis Pharmaceuticals, Inc. is exploiting its expertise in RNA to discover and develop novel human therapeutic drugs. The company has commercialized its first product, Vitravene(R) (fomivirsen), to treat CMV-induced retinitis in AIDS patients. In addition, Isis has 13 antisense products in its development pipeline with two in late-stage development and six in Phase II human clinical trials. Affinitac(TM), an inhibitor of PKC-alpha, is in Phase III trials for non-small cell lung cancer, and alicaforsen (ISIS 2302), an ICAM-1 inhibitor, is in Phase III trials for Crohn`s disease. Isis has a broad patent estate as the owner or exclusive licensee of more than 1,000 issued patents worldwide. Isis` GeneTrove(TM) division uses antisense to assist pharmaceutical industry partners in validating and prioritizing potential gene targets through customized services. Ibis Therapeutics(TM) is a division focused on the discovery of small molecule drugs that bind to RNA. Additional information about Isis is available at www.isispharm.com .

      (Minimum Requirements to listen to broadcast: The Windows Media Player software, downloadable free from http://www.microsoft.com/windows/windowsmedia/EN/default.asp and at least a 28.8Kbps connection to the Internet. If you experience problems listening to the broadcast, send an email to webcastsupport@tfprn.com .)

      SOURCE Isis Pharmaceuticals, Inc.

      Audio : http://www.firstcallevents.com/service/ajwz374409736gf12.htm…


      Karen Lundstedt of Isis Pharmaceuticals, Inc., +1-760-603-3880


      http://www.prnewswire.com


      Copyright (C) 2003 PR Newswire. All rights reserved.

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      Biotech-Innovation auf FDA-Kurs!mehr zur Aktie »
      Avatar
      schrieb am 11.02.03 10:05:54
      Beitrag Nr. 6 ()
      Isis Pharmaceuticals Earns Second Milestone in Amgen Antisense Drug Discovery Collaboration
      MONDAY, FEBRUARY 10, 2003 7:55 AM
      - PR Newswire

      CARLSBAD, Calif., Feb 10, 2003 /PRNewswire-FirstCall via COMTEX/ -- Isis Pharmaceuticals, Inc. (ISIS) announced today that it has achieved a research milestone in its drug discovery collaboration with Amgen (AMGN) . This is the second progress-related milestone Isis has earned in its collaboration with Amgen, which was established in December 2001. As with the first milestone achieved in August 2002, Isis has received a payment from Amgen for the accomplishment of this milestone. The therapeutic area of the research agreement and specific financial terms of the payment were not disclosed.

      "Our drug discovery partnership with Amgen has been exciting and rewarding," said Brett P. Monia, Ph.D., Isis` Vice President of Antisense Drug Discovery. "We look forward to continued success in this collaboration and to bringing new antisense drugs to the marketplace with this industry leader."

      Amgen and Isis are collaborating to discover and develop new antisense drugs utilizing Isis` proprietary second-generation chemistry, called 2`-O-methoxyethyl. Amgen has the right to develop and commercialize antisense drugs resulting from the collaboration. If drugs from the collaboration are successful, Isis will receive milestone payments upon key research, clinical and commercial achievements, as well as royalties on sales. In January 2002, Amgen and Isis expanded its antisense partnership into the functional genomics arena. Amgen gained access to Isis` antisense gene functionalization and target validation expertise and to specific patents within Isis` functional genomics suite of patents. As part of this intellectual property license, Amgen can use antisense inhibitors that use the Ribonuclease H (RNase H) mechanism of action for its in-house antisense-based functional genomics program.

      Isis Pharmaceuticals, Inc. is exploiting its expertise in RNA to discover and develop novel human therapeutic drugs. The company has commercialized its first product, Vitravene(R) (formivirsen), to treat CMV-induced retinitis in AIDS patients. In addition, Isis has 13 antisense products in its development pipeline, with two in late-stage development and six in Phase II human clinical trials. Affinitak(TM) (formerly called LY900003 and ISIS 3521), an inhibitor of PKC-alpha, is in Phase III trials for non-small cell lung cancer, and alicaforsen (ISIS 2302), an ICAM-1 inhibitor, is in Phase III human clinical trials for Crohn`s disease. Isis has a broad patent estate, as the owner or exclusive licensee of more than 1000 issued patents worldwide. Isis` GeneTrove(TM) division uses antisense to assist pharmaceutical industry partners in validating and prioritizing potential gene targets through customized services. Ibis Therapeutics(TM) is a division focused on the discovery of small molecule drugs that bind to RNA. Additional information about Isis is available at www.isispharm.com .

      This press release contains forward-looking statements concerning the collaboration between Isis Pharmaceuticals, Inc. and Amgen, the planned development activities and therapeutic potential for our products in our pipeline, and the potential value of the company`s functional genomics and drug discovery technology platform. Any statement describing a goal, expectation, intention or belief of the company is a forward-looking statement and should be considered an at-risk statement. Such statements are subject to certain risks and uncertainties, particularly those inherent in the process of discovering, developing and commercializing drugs that are safe and effective for use as human therapeutics and financing such activities. Actual results could differ materially from those projected in this release. As a result, you are cautioned not to rely on these forward-looking statements. These and other risks concerning Isis` research and development programs are described in additional detail in the company`s Annual Report on Form 10-K and quarterly report on Form 10-Q for the periods ended December 31, 2001 and September 30, 2002, respectively, which are on file with the U.S. Securities and Exchange Commission, copies of which are available from the company.

      Affinitak(TM), a trademark of Eli Lilly and Company, is an investigational cancer compound being developed through an alliance between Lilly and Isis Pharmaceuticals, Inc. and marketed globally by Lilly.


      GeneTrove(TM) and Ibis Therapeutics(TM) are trademarks of Isis


      Pharmaceuticals, Inc. Vitravene(R) is a registered trademark of Novartis AG.

      SOURCE Isis Pharmaceuticals, Inc.

      Kristina Peterson of Isis Pharmaceuticals, Inc.,
      +1-760-603-2521


      http://www.isispharm.com


      Copyright (C) 2003 PR Newswire. All rights reserved.
      Avatar
      schrieb am 11.02.03 17:46:40
      Beitrag Nr. 7 ()
      Isis Pharmaceuticals Reports Financial Results and Highlights for the Year 2002

      Company Achieves Record Revenues in 2002

      CARLSBAD, Calif., Feb 11, 2003 /PRNewswire-FirstCall via COMTEX/ -- Isis Pharmaceuticals, Inc. (Nasdaq: ISIS), today announced its financial results for the year ended December 31, 2002. The company reported revenue of $80.2 million in 2002 compared to $53.3 million in 2001, an increase of 51%. The company`s loss from operations for 2002 was $50.8 million compared to $46.1 million in 2001, according to generally accepted accounting principles (GAAP). On a proforma basis the company`s loss from operations for 2002 was $52.4 million, which is adjusted from GAAP to exclude the non-cash compensation benefit of $3.0 million and restructuring charges of $1.4 million. This compares to a proforma loss from operations in 2001 of $41.5 million, which excludes $4.6 million in non-cash compensation expense.

      The company`s revenue for the quarter and year ended December 31, 2002, was $21.9 million and $80.2 million, respectively, compared to $21.7 million and $53.3 million, respectively, for the same periods in 2001. The fluctuation in revenue from quarter-to-quarter reflects timing differences associated with recognition of revenue from corporate collaborations, rather than trends. The increase in revenue for the year was primarily due to the company`s collaboration with Eli Lilly and Company and its success in attracting a variety of additional new partners and technology licensees.

      Operating expenses for the quarter and year ended December 31, 2002 were $33.1 million and $131.0 million, respectively, compared with $29.4 million and $99.4 million for the same periods in 2001. The increase was primarily a result of increased research and development activity due to the company`s investment in its 13 products in development, including costs for the on-going Phase III trial of Affinitak(TM) and two Phase III trials for alicaforsen (ISIS 2302) in Crohn`s disease, as well as costs of increased research efforts to support the collaboration with Lilly.

      The operating expenses for the quarters and years ended December 31, 2002 and 2001 included non-cash compensation related to variable stock options. During 2002, the company reversed approximately $3.0 million in compensation expense related to variable stock options due to the decrease in Isis` stock price in 2002 compared to the price in 2001. In comparison, Isis expensed $4.6 million related to variable stock options for the year ended December 31, 2001. In November 2002, Isis recorded a one-time restructuring charge of $1.4 million related to the termination of the GeneTrove(TM) database product, which resulted in a reduction in its workforce of 25 people and a write-down of certain intellectual property. There were no restructuring charges in 2001.

      The company`s net loss applicable to common stock for the quarter and year ended December 31, 2002 was $16.0 million, or $0.29 per share and $73.3 million, or $1.35 per share, respectively, compared with $16.0 million, or $0.31 per share, and $75.1 million, or $1.70 per share, for the same periods in 2001. Shares used in computing basic and diluted net loss per share for the quarter and the year ended December 31, 2002 were 55.2 million and 54.5 million, respectively, compared to 51.8 million and 44.1 million for the same periods in 2001. Isis` net loss for the quarter and year ended December 31, 2002 included $2.8 million and $16.0 million, respectively, for Isis` equity in loss of affiliates, compared to $5.5 million and $18.8 million, for the same period of 2001. This decrease reflects Isis` previously announced reacquisition of ISIS 14803 for hepatitis C virus from HepaSense(TM), the company`s joint venture with Elan Corporation, plc. Additionally during 2002, Isis recorded a one-time net gain of $2.7 million on the prepayment of its high interest debt.

      The company ended 2002 with $289.4 million in cash and short-term investments and $244.2 million in working capital, compared to $312.0 million in cash and short-term investments and $280.6 million in working capital at the end of December 2001. The decrease in the company`s cash balances was the result of day-to-day operating expenses and the prepayment of $74.0 million and $19.7 million of debt in the second and third quarters of 2002, respectively, offset by the net proceeds received from the issuance of $125.0 million of convertible notes, and $42.9 million in proceeds from Lilly loans to support the Lilly research collaboration and to construct the Affinitak manufacturing facility. At December 31, 2002, the company`s liabilities were comprised primarily of the following components:

      * $125.0 million of 5.5% convertible notes, due 2009, convertible by
      holder at $16.625
      * $47.5 million in drawdowns from the interest-free loan from Lilly for
      the research collaboration, payable in cash or stock at $40 per share
      at Isis` option in 2005
      * $31.0 million in other corporate partner loans, repayable in cash or
      stock at Isis` option
      * $15.4 million in drawdowns from the Lilly construction loan for the
      Affinitak manufacturing facility, payable with Affinitak success
      milestones or other product-related cash inflows
      * $10.5 million in ordinary corporate debt, primarily related to
      facilities and equipment financing

      "In 2002 we successfully strengthened our financial position through the preservation of a significant cash balance and the prudent management of our debt. We ended the year with $289 million in cash, even as we continued the aggressive development of our pipeline of 13 products. We reduced future cash outflows by retiring nearly $95 million in expensive debt with proceeds from the issuance of 5.5% convertible notes. As a result, we have a net savings of nearly $40 million in total future interest payments," said B. Lynne Parshall, Isis` Executive Vice President and CFO.

      "Throughout 2002 we continued to generate revenue from a variety of sources, including new and existing collaborations, the expansion of partnerships, licensing of intellectual property and the achievement of milestones," stated Ms. Parshall. "In September 2002, Lilly selected Isis to be the commercial manufacturer of launch supplies of Affinitak, a transaction that is of significant value to us. We have already completed the expansion of our manufacturing facility, and we plan to begin manufacturing drug for Lilly in the first quarter of 2003. These activities will be reflected on our P&L in the coming quarters and we expect them to be an important source of revenue in the coming year, particularly if the results of the Phase III trial of Affinitak in patients with non-small cell lung cancer are positive."

      "We will provide financial guidance for 2003 following the announcement of the Affinitak Phase III trial outcome," continued Ms. Parshall. "Based on our current financial strength, we believe we are well-positioned to advance the development of our large and growing pipeline of antisense drugs. We are committed to our goal of establishing antisense as a new sector of the pharmaceutical industry to bring value to patients and shareholders."

      Isis` 2002 Highlights

      Strengthened Financial Position

      In 2002 Isis took the following actions which had the cumulative effect of decreasing future interest payments by a net of $40.0 million:

      -- Completed a private placement of $125.0 million of 5.5% Convertible
      Subordinated Notes. The notes are convertible into shares of Isis
      Common Stock at a conversion price of $16.625 per share and are due
      May 1, 2009.
      -- With a portion of the proceeds from the 5.5% Notes:
      * Retired high-interest debt, the 14% Senior Subordinated Notes.
      The total amount of this debt, including principal plus
      interest, was approximately $74.0 million. This transaction
      saved Isis approximately $50.0 million in future interest
      payments.
      * Prepaid $19.7 million in 12% convertible debt held by Elan with
      $14.7 million in cash. This transaction saved Isis
      $12.3 million in future interest and allowed the company to
      avoid 2.2 million shares of potential dilution over the
      remaining life of the debt.
      -- Hybridon and Isis cancelled the remaining reciprocal financial
      obligations related to the Collaboration and License Agreement
      entered into in May 2001. For Isis, the transaction eliminated
      $4.5 million of debt and future shareholder dilution.

      Advanced Antisense Drug Discovery
      -- Advanced the broad antisense drug discovery program with Lilly. To
      date for the GeneTrove portion of the collaboration, Isis has
      delivered antisense inhibitors to more than 225 different gene
      targets. Several genes have been validated as drug targets by the
      partnership. These genes, which span multiple therapeutic areas,
      have advanced into antisense drug discovery.
      -- Expanded the Lilly research collaboration to include select targets
      in cancer
      -- Expanded therapeutic potential of antisense technology to
      cardiovascular disease as demonstrated by data presented on the
      lipid-regulating target ApoB-100
      -- Achieved a milestone in the Amgen antisense drug discovery
      collaboration

      Advanced Antisense Drug Development
      -- Completed enrollment of the 600-patient Phase III Affinitak trial
      -- Announced positive clinical data from five Phase II programs:
      * In pancreatic cancer, with ISIS 2503
      * In hepatitis C, with ISIS 14803
      * In Crohn`s disease with alicaforsen (ISIS 2302)
      * In psoriasis with alicaforsen (ISIS 2302)
      * In non-small cell lung cancer with Affinitak
      -- Initiated five new clinical trials:
      * Phase III European study of alicaforsen (ISIS 2302) in Crohn`s
      disease: 150 patients
      * Phase II, pivotal-quality study of alicaforsen (ISIS 2302) in
      ulcerative colitis (UC): 170 patients
      * Phase II trial of ISIS 104838 in rheumatoid arthritis:
      160 patients
      * Phase II trial of ISIS 14803 in hepatitis C: 40 patients
      * Phase I trial of OGX-011 in prostate cancer: 30 patients
      -- Announced positive data of capsule form of ISIS 104838, which
      demonstrates that antisense drugs can be administered in oral solid
      form for the first time in human clinical trials
      -- Progressed in multiple partnerships:
      * Expanded Lilly antisense alliance to include new Affinitak
      manufacturing agreement and collaboration to discover cancer
      treatments
      * Achieved a $3.75 million development milestone in HepaSense
      joint venture with Elan
      * Extended hepatitis C drug discovery collaboration with Merck &
      Co., Inc. for a second time
      -- Reacquired rights to ISIS 14803 for hepatitis C as a result of the
      conclusion of the HepaSense collaboration with Elan

      Established New Partnerships for Divisions: GeneTrove and Ibis Therapeutics(TM)

      -- Initiated GeneTrove collaborations with GlaxoSmithKline, Merck,
      Pharmacia Corporation, and Amgen
      -- Licensed patents to Eyetech Pharmaceuticals, Inc. necessary to make,
      develop and commercialize EYE001, a non-antisense compound
      for the treatment of ophthalmic diseases
      -- Awarded $2.4 million three-year contract from U.S. Army Medical
      Research Institute of Infectious Disease (USAMRIID) to advance Ibis
      Therapeutics` antibacterial drug discovery program

      Strengthened Intellectual Property Estate
      -- Received grant of 1000th U.S. patent, affirming Isis` position as the
      leader in antisense technology. As of the date of this release, Isis
      has nearly 1,200 issued U.S. patents
      -- Expanded gene-related intellectual property estate to 200 patents
      -- Received grant of a key U.S. patent covering second-generation
      antisense
      -- Settled, on favorable terms to Isis, patent infringement lawsuit
      against Sequitur, Inc.

      Recent Events
      -- Conclusion of Elan`s funding of and scientific participation in the
      Orasense(TM) research collaboration at the end of the year in
      accordance with the terms of the agreement
      -- Completion of target validation agreement with Pfizer, in which
      Pfizer obtained access to Isis` antisense inhibitors and acquired a
      license to specific patents within Isis` intellectual property estate
      for use in its internal antisense-based functional genomics program
      -- Completion of functional genomics intellectual property license
      agreement with atugen
      -- Achievement of second milestone in Amgen antisense drug discovery
      collaboration

      "In the past two years, Isis has reported positive study results from a total of nine Phase II clinical programs. These data demonstrate antisense drug activity across multiple diseases and multiple formulations," said Stanley T. Crooke, Isis` Chairman and CEO. "We have the opportunity to add to the evidence of antisense clinical activity in 2003, as we have a very full drug development agenda. Most notably, Lilly and we plan to report data from the first Phase III trial of Affinitak in March. We also expect to have results from studies of antisense drugs in the treatment of rheumatoid arthritis, ulcerative colitis/pouchitis and multiple cancer indications. With two Phase III programs, six compounds in Phase II development and more than a decade of experience with antisense technology, Isis is poised to bring this revolutionary technology to its potential."

      Isis` 2003 Goals
      -- Report Phase III trial results of Affinitak in non-small cell lung
      cancer
      -- Complete enrollment of two Phase III trials of alicaforsen in
      Crohn`s disease
      -- Report results of several Phase II trials of antisense drugs,
      including studies for the treatment of UC/pouchitis, rheumatoid
      arthritis and multiple cancer indications
      -- Initiate Phase I trials of at least one preclinical drug
      -- Add compound to development pipeline
      -- File IND to support Phase II trials in oral formulations program
      -- Maintain strong cash position

      Webcast Conference Call

      Isis will conduct a live webcast conference call to discuss this news on Tuesday, February 11 at 10 a.m. Eastern time. To participate over the Internet go to www.isispharm.com . A replay of the webcast will be available at this address for up to 30 days.

      Isis Pharmaceuticals, Inc. is exploiting its expertise in RNA to discover and develop novel human therapeutic drugs. The company has commercialized its first product, Vitravene(R) (formivirsen), to treat CMV-induced retinitis in AIDS patients. In addition, Isis has 13 antisense products in its development pipeline, with two in late-stage development and six in Phase II human clinical trials. Affinitak(TM) (formerly called LY900003 and ISIS 3521), an inhibitor of PKC-alpha, is in Phase III trials for non-small cell lung cancer, and alicaforsen (ISIS 2302), an ICAM-1 inhibitor, is in Phase III human clinical trials for Crohn`s disease. Isis has a broad patent estate, as the owner or exclusive licensee of nearly 1,200 issued patents worldwide. Isis` GeneTrove(TM) division uses antisense to assist pharmaceutical industry partners in validating and prioritizing potential gene targets through customized services. Ibis Therapeutics(TM) is a division focused on the discovery of small molecule drugs that bind to RNA. Additional information about Isis is available at www.isispharm.com .

      This press release includes forward-looking statements concerning the financial position of Isis Pharmaceuticals the therapeutic and commercial potential of compounds developed by the company and the potential value of the company`s functional genomics and drug discovery technology platforms. Any statement describing a goal, expectation, intention or belief of the company is a forward-looking statement and should be considered an at-risk statement, including those statements that are described as Isis` 2003 goals within the body of this press release. Such statements are subject to certain risks and uncertainties, particularly those inherent in the process of discovering, developing and commercializing drugs that are safe and effective for use as human therapeutics and financing such activities. Actual results could differ materially from those projected in this press release. As a result, you are cautioned not to rely on these forward-looking statements. These and other risks concerning Isis` research and development programs are described in additional detail in the company`s Annual Report on Form 10-K and quarterly report on Form 10-Q for the periods ended December 31, 2001 and September 30, 2002, respectively, which are on file with the U.S. Securities and Exchange Commission, copies of which are available from the company.

      Vitravene(R) is a registered trademark of Novartis AG.

      GeneTrove(TM) and Ibis Therapeutics(TM) are trademarks of Isis Pharmaceuticals, Inc.

      Affinitak(TM), a trademark of Eli Lilly and Company, is an investigational cancer compound being developed through an alliance between Lilly and Isis Pharmaceuticals, Inc. and marketed globally by Lilly.

      HepaSense(TM) is a trademark of HepaSense Ltd.
      Orasense(TM) is a trademark of Orasense Ltd.


      ISIS PHARMACEUTICALS, INC.
      SELECTED FINANCIAL INFORMATION
      (In Thousands, Except Per Share Data)
      Condensed Statements of Operations

      Three months ended, Years ended,
      December 31, December 31,
      2002 2001 2002 2001
      Revenue: (Unaudited)
      Research and
      development
      revenues under
      collaborative
      agreements $18,240 $15,602 $67,820 $40,396
      Research and
      development
      revenues from
      joint ventures 3,508 4,053 11,942 10,561
      Licensing revenues 111 2,089 417 2,316
      Total revenue 21,859 21,744 80,179 53,273

      Expenses:
      Research and
      development 30,091 24,786 124,074 83,741
      General and
      administrative 1,632 3,136 8,547 11,061
      Compensation
      (benefit)
      related to
      stock options 9 1,519 (3,002) 4,573
      Restructuring
      activities 1,373 -- 1,373 --
      Total operating
      expenses 33,105 29,441 130,992 99,375

      Loss from operations (11,246) (7,697) (50,813) (46,102)

      Equity in loss
      of affiliates (2,831) (5,540) (16,011) (18,840)
      Investment and
      other income 2,219 1,720 8,462 6,358
      Interest expense (3,971) (4,108) (16,562) (15,248)
      Loss on repayment
      of debt -- -- (2,294) --
      Gain on repayment
      of debt -- -- 4,976 --

      Net loss (15,829) (15,625) (72,242) (73,832)

      Accretion of
      dividends on
      preferred stock (168) (331) (1,060) (1,299)

      Net loss applicable
      to common stock $(15,997) $(15,956) $(73,302) $(75,131)

      Basic and diluted
      net loss per share $(0.29) $(0.31) $(1.35) $(1.70)
      Shares used in
      computing basic
      and diluted net
      loss per share 55,155 51,799 54,480 44,109


      Condensed Balance Sheets
      (In Thousands)

      December 31, December 31,
      2002 2001

      Assets:
      Current assets $320,180 $328,816
      Property, plant and equipment, net 59,094 28,245
      Other assets 59,409 60,000
      Total assets $438,683 $417,061
      Liabilities and stockholders` equity:
      Current liabilities $75,950 $48,247
      5.5% Convertible subordinated notes 125,000 --
      Long-term obligations,
      net of current portion 67,893 125,710
      Long-term deferred revenue,
      net of current portion 14,363 20,005
      Stockholders` equity 155,477 223,099
      Total liabilities and stockholders`
      equity $438,683 $417,061


      SOURCE Isis Pharmaceuticals, Inc.

      Elizabeth Hougen, Vice President, Finance, or Karen Lundstedt,
      Vice President, Corporate Communications, both of Isis Pharmaceuticals,
      +1-760-931-9200

      http://www.isispharm.com
      Avatar
      schrieb am 15.03.03 16:14:11
      Beitrag Nr. 8 ()
      Moin Marquess und alle ISIS Pharma-Investierten.

      Ich habe das Unternehmen schon seit langem im "Visier" und bin seit Mitte Januar (mit Nachschlag im Februar) investiert. Damit liege ich derzeit im Minus... (Schiet !!!). Allerdings wird der Kurs bei Bekanntgabe der Affinitak-PhasesIII-Ergebnisse mächtig ausschlagen - hopefully in die richtige Richtung. Positive Ergebnisse würden die Validität der Antisense-Technologie bestätigen und ISIS Pharma als Intellectual Property-Leader auf diesem Sektor als Pacemaker in die erste Reihe setzen.
      Bei negativem Ergebnis hingegen wird dieser F&E-Zweig kurz- bis mittelfristig mächtig unter Druck geraten (und ich meinen Talern erstmal hinterhergucken). D.h. auch Genta-Investierte werden einiges an Abschlägen hinnehmen müssen. Wenn deren Genasense hingegen innerhalb der nächsten Monate gute klin. Testergebnisse vorweist, kann auch ISIS sicher wieder an Boden gutmachen...
      Bis Ende März werden wir schlauer sein...
      Keep your eyes open und erstmal happy weekend !!!

      SF_MOD
      Avatar
      schrieb am 17.03.03 13:24:13
      Beitrag Nr. 9 ()
      Reuters
      UPDATE - Lilly, Isis antisense drug fails in trial
      Monday March 17, 5:46 am ET


      (Updates with detail, background)
      LONDON, March 17 (Reuters) - U.S. drug company Eli Lilly & Co. (NYSE:LLY - News) said on Monday an experimental lung cancer drug, exploiting so-called "antisense" technology, had failed to show significant benefit when used in combination with chemotherapy.

      ADVERTISEMENT


      Affinitak, which Lilly is developing in partnership with U.S. biotech Isis Pharmaceuticals Inc. (NasdaqNM:ISIS - News), was seen as a litmus test for antisense, an as yet unproven technology designed to work at the genetic level to block the formation of proteins that cause disease.

      But in a statement released in London, Lilly said a Phase III clinical trial showed no statistically significant improvement in overall survival in those patients given the drug alongside conventional chemotherapy.

      Patients receiving Affinitak plus the chemotherapy regimen of carboplatin and paclitaxel experienced a median survival of 10 months, compared to 9.7 months for patients receiving chemotherapy alone.

      Lilly said it remained committed to investigating antisense technology despite the setback and would continue to work in partnership with Isis.

      Isis, based in Carlsbad, California, is a leader in antisense and its Affinitak product was designed to block a specific gene from producing a protein believed to play a role in cancer cell development and growth.

      Isis Chairman and CEO Stanley Crooke said he was disappointed by the outcome of the clinical trial but planned to work with Lilly to determine the future of the in non-small cell lung cancer.

      Isis currently makes the world`s only commercial antisense drug -- a treatment for a rare type of eye infection in AIDS patients.

      Many once-promising antisense drugs have failed, including experimental therapies from Isis for HIV and genital warts.
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      schrieb am 17.03.03 18:41:31
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