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Biotech / Medical : BIOTECH & TECHNOLOGY INVESTING *UNDERVALUED*{T/A F/A & V}

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To: Micawber who wrote (46)1/31/1999 4:30:00 PM
From: BRAVEHEART  Read Replies (2) of 423
 
Hi Brian,

Let me clarify. When I say serious bleeding I mean the type of side effect that concerns me when confronting the FDA. Let me try and dig it up. I believe it was a part of the IR packet I received from ISIP a year ago. I'll try and quote the source so as not to be misleading.

One might interpret serious in many ways. My interpretation is as a concerned investor who tries to avoid risks. I don't know if ISIP has delt with this issue or not. It has been awhile since I have looked at ISIP's data so I want to check and see if my memory is correct on this matter.

Don't get me wrong I hope antisense works out well. I truly am fascinated by it's prospects and all the potential holds. If it takes for a major indication ISIP will be the hot stock so many have predicted. I have held ISIP in the past and would certainly consider reinvesting there. I believe the company has superb Mgmt and an extensive pipeline to develope and fall back on. The collaborations are super and the cash position is solid.

PS: you are probably familiar with the DARPA study with GNLB. Well GNLB should prove to be a good play through March. They will get $5 million for this study starting in Feb then the anticipation for Lupus feedback in March should cause the stock to trend up nicely. The stock has been under accumulation over the past 6 to 8 weeks. My guess is she may trade to $3.5 maybe $4+.

clearstation.com

PS: Thanks for keeping me in check on the bleeding issue.

LW
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