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Biotech / Medical : RNAi

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To: bob zagorin who wrote (195)3/19/2004 2:46:22 PM
From: Gulo  Read Replies (1) of 671
 
The insider sales at ISIS have me spooked. Insiders unwillingness to hold on to shares suggests that they feel the run-up over the last year is not sustainable. On the other hand, ISIS has a couple year's of cash left, their revenue covers 1/3 of their cash burn and the market cap might be justified by their pipeline.

I like their drug pipeline, at least what little I know of it so far, but the antibioterror stuff isn't as interesting to me. Maybe that's because I know so little about it "Tiger". It might get to market faster than a drug would, and may drive a spike in share price if a bioterrorist attack occurs.
-g
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