We recently sold Isis Pharmaceuticals for a 364% gain. Isis has been one of the pioneers of antisense therapeutics. One of our other recommendations, however, uses a unique chemistry for its antisense drugs that differentiates it from Isis and other companies working on similar technology. It's a next-generation way to build the antisense constructs. And it appears to have some serious advantages. Toxicities seem to be lower, meaning the drug doesn't produce as many adverse side effects, and it seems to work better when delivered to parts of the body other than the liver (the primary target of most antisense drugs in development), which, in eteplirsen's case, is muscle. This company’s approach could make antisense technology applicable to a greater number of diseases stemming from genetic miscodes in the human body. Very exciting.
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