Okay thread...finally, watched the vid--
it serves as a nice introduction to the
company and a reminder that there are actually
people behind these stock symbols.
After I digest their website and go through
the annual report maybe I'll have some
questions for the thread. I wont be rushing
in to buy shares, with Greenspan taking the
punchbowl away and all...but this seems like
one to follow for sure, maybe buy in the
fall or on a dip.
Mr Crook said something like Isis has 95% of
the backbone chemistry--and based on the list of
companies persuing antisense in that April bionav
issue, I was surprised by this--but I suppose it
depends on how you define "the chemistry". It is
going to take me awhile to formulate an intelligent
question regarding 'backbone chemistry', plenty
of stuff to read on their website I see, need to
do that next.
Finally, I got the impression that Isis needs
a genomics partner, a company with a bunch of
gene patents but no platform to try out on
them, just a thought. If biotech wasn't in a
financing depression, they could issue shares,
raise some cash, and go out and buy a Curagen or
a Gene Logic, does that make sense? Although
I have only a rough idea about what Isis needs
in the way of genes, it sounds like they need
a lot of genes...and they work down to targets,
rather than the other way around. (?)
Good luck to all, I'll mainly be lurking, til
I have questions that don't look ridiculously
simplistic.
--Mike |
