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Biotech / Medical : Ionis Pharmaceuticals (IONS)

IONS 69.52

-5.5%

Nov 10 3:59 PM EST

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To: David Bogdanoff who wrote (2212)	8/20/1998 3:48:00 PM
From: growthvalue	Read Replies (1) of 4676

David - I wasn't surprised that the market didn't really react to fomivirsen. Isn't it true that it's not known whether it works with an antisense mechanism of action? Finally the sales potential is extremely low. Also the risk that the drug would be rejected was low - it's a horrible disease and the drug showed statistically significant in Phase III w/ out significant side effects. A slam dunk approval - no big risk that it would get rejected. Moreover, I'm not so big on "proof of concept" - the concept of monoclonal antibodies has been proven but that doesn't mean instant credibility and market value for any company working on mABs. So even if antisense works, that doesn't mean the oncology products in the pipeline do. And that's much more important. The market doesn't give a damn what the mechanism of action is as long as it's effective in a big indication. Finally, I think promising phase II results can definitely move a stock if the results are promising enough and the indication is big enough. Cancer makes the grade in the latter respect. Best, GV

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