Re: Regulus and misc.
I think that is a concise and spot on evaluation MD. Santaris jumped too soon and lost their credibility and I believe backed down in the lawsuit with ISIS as well. Sounds like Regulus however thinks that they'll be applying for their first NDA in 2014.... Not too for a company less than seven years old by that time. It would be nice if ISIS could derive $10 million a year profits from Regulus in regards to using ISIS delivery technology, 40 million a year from Mipo, and ten million a year from the Plex-Id. If that were the case, anything else would just fall to the bottom line. As far as owning part of Regulus, it would be nice if ISIS could maintain the largest single ownership position so as to continue to get the inside track on drug delivery IMO. This Friday announcement is what I'd keep thinking about if I were a short, every Friday could offer you a new and different risk. There's a ton of things to come. t