Ionis Pharmaceuticals (IONS) Message Board

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Biotech / Medical : Ionis Pharmaceuticals (IONS)

IONS 76.33

-1.1%

Jan 16 9:30 AM EST

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To: sds who wrote (2016)	6/3/1998 5:07:00 PM
From: Scott H. Davis	Read Replies (1) of 4676

First to market thoughts - yes there is not the training or capital spending issues, but there is some relevence since many Dr.s tend to perscribe what they're used to. For example, try convincing a med staff to support a reduced set of H2 antagonists in an inpatient setting formulary eventhough there is clear therapeutic equivilency with several. So far I'm glad I choose ISIP and VICL, rather than VICL and LGND, but the concerns are valid. It may amount to being still too early for ISIP. Perhaps that's why they secured additional funding twice in the past 9 months while the terms were fairly attractive. I remember some debate initially on this thread back when I was still doing ISIP DD about whether they needed to seek the funding. Looks like they may have known something we did not. To balance this all, CEO's "next MSFT" comment earlier may address long term success (in our litigation obsessed country, he'd be craze to make such unqualified comments unless he had a good reason to do so - unless he was planning on disapearing or something) Still, ISIP has held up a lot better than a lot of other NASDAQ small caps last few days. IMSCO, Scott

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