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

To: Micawber who wrote (2658)	9/5/1999 3:49:00 PM
From: Scott H. Davis	Read Replies (1) \| Respond to of 4676

Several addl items. Since distribution of the interim data has been very selective & controlled, the study has not been "unblinded" Augmenting the question about can they get a better deal now that they have phase II & interim pahse III, the answer was yes, we have the data. Thru the whole call, the confidance expressed was sustained, broad and unqualified. As to how the situation with the best indication being an area BI was not interested in, it was an accident. They were not looking for GI indications, Crohn's was kindsa of an afterthought, but the early data was so compelling, it became both a priority and a problem for the partnership. BI does not wan't to pay a substantial milestone for a drug they are not in a position to market. Most significant side effect to date was facial flush. Seriously. The words remission and fistula healing did come up in terms of efficacy and this was among the worst cases (steriod dependant) A while ago, someone expressed concern that ISIP drugs do not "cure". While someone's enes are not altered, this is sure a huge level of improvement. Scott PS, they will be able to negociate with other potential partners for the other indications as well