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Biotech / Medical : Ionis Pharmaceuticals (IONS) -- Ignore unavailable to you. Want to Upgrade?

To: Mike McFarland who wrote (2641)	8/26/1999 1:38:00 AM
From: Muse	Read Replies (1) \| Respond to of 4676

Some time ago (Feb. 97), there was an SI/Yahoo post that noted that it would take "the cumulative effect of many small announcements [to] shift the 'paradigm' on the valuation of this stock." I'm always a sucker for a stock post that uses terminology like "paradigm shift." The poster outlined what some of these events might be. So how, eighteen months later, are we doing? 1) NDA-fomivirsen '98 Submitted NDA March 1998. 2) P2 Crohn's disease results '98 Phase II results were released in April 1997, and a "pivotal quality trial" of Isis 2302-Crohn's initiated soon after. According to the 1998 annual report, Isis performed an interim analysis of this trial in late 1998. Results are expected in "late 1999." 3) Positive P2 results for anti-cancer compounds. Isis 3421 and Isis 5132 are still in Phase II trials, but results could be announced in November. I forget the name of the conference but if you must know, see Yahoo post #4742. 4) FDA approval-fomivirsen '98 Approved August 1998. 5) Pivotal anti-cancer trial '98 - '99 6) NDA anti-cancer '99 Well, those were aggressive guesses ... 7) NDA-2302-Crohn's '00 Possible, even likely. 8) Break-even '01 9) Profitable '02 Sorry, I'm not done with that part of the analysis. I enjoy watching the story of this company unfold. More later...