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


To: synchro who wrote (2690)9/14/1999 7:19:00 AM
From: Scott H. Davis  Read Replies (1) | Respond to of 4676
 
synchro, thanks 4 the response - shows much more thought than the 1 I responded to. I was probably a little defensive since two shorts had tried to hit the VICL thread, and when exposed have not repeated the attempts.

You mentioned milestones, are you referring to significance, quantity or both? Honest question. ISIP has an approval already, but admittedly one with little revenue potential, and for a non-systemic route of administration. Now we have 2302 most of the way thru phase III for a much more significant indication (in terms of revenue.) A company that has shown an initial ability to move a med thru the FDA approval process quickly due to the excellence of their data gathering and submission preparation. From the conference call, we learned that their items share a generic safty profile, especially the other indications they're testing and developing for 2302. This should also improve the speed of review of future items.

Has ISIP reached your critical mass, or at what point would it need to get to? Scott