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

To: Scott H. Davis who wrote (2656)	9/5/1999 12:29:00 PM
From: Snow Shoe	Read Replies (1) \| Respond to of 4676

Just listened to the CC replay, I liked it and may buy a little more ISIS stock based on it. Still a highly speculative stock though. Some great soundbites from the conference call (not word for word): Substantially lower marketing expenses. An estimated 800,000 patients worldwide. Potential sales $300-500 million dollar range. ISIS will benefit substantially short and long term. Potential partners giving solid support to FDA filing plan, some with the opinion that it will be a "slam dunk". Treatment profiles - once every other day for two weeks, once every other day for four weeks. In total, 7-8,000 transfusions on approximately 1,200 patients. No meaningful toxicity. "Stuningly attractive safety profile" and solid database, much more so than recent filings. Royalties to BI will be "low". We are ecstatic with current situation. A red letter day for the company. We are not having trouble finding people interested in this drug. This drug has also allowed us to reintroduce antisense to many companies under a more favorable context. Can you demand significantly better terms (vice BI 50/50) from a new company? "Yes", How is that for a Stanley Crooke world record short answer? The new deal will bring cash in 1999 and 2000 in excess of what BI would have brought in.