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

To: tuck who wrote (2715)	10/11/1999 11:12:00 AM
From: Scott H. Davis	Read Replies (1) \| Respond to of 4676

Here's some general thoughts (I'm realizing that between preping for a company meeting and doing some serious research on TRIBY, it may take me way to loog to respond, so I'll post in bursts. In summary, I see ISIP with better short term prospects & more risk. VICL only has one item in PIII, and that's not for an indication & route of administration that I believe has a lot of market potential. It also has what I believe to be the best risk/reward standing of any biotech I have looked at. So many applications & so much partnering validation. Fiscally exceptionally strong for a company with no products - very low burn rate. I have no material dilution concerns. Problem with VICl is that, unless one of their partnered companies releases good news (such as going to PII with a preventative) or a major new licensing, I don't see anything moving it up near term, which is frustrating since I find it very undervalued. I'm also more donfidant about VICL than any other developmental stage biotech I follow. A better purchase time may be after Y2K probable market jolt (aka save some cash) With ISIP, with less partnering & apparant more doubts about their technology platform, they really are dependant on a sucessfull 2302 for Crohns. Any results from the Elan oral partnership are a long way aways. Yet if 2302 is successful (and I am confidant about ISIP's ability to prepare a good FDA filing with all the data & structure to allow relatively rapid review) There is definately more near term upside, especially if they secure a good partnering agreement. Wildcard for the upside will be any good partnering arraingements for additional 2302 indications. TTP also has some relatively good near-term news possibilities & has more financial risk. They are really dependant on a good PIII form the IL trial with Novart. I'll look at the TA later. Hope this is not too late. Scott

To: tuck who wrote (2715)	10/11/1999 11:51:00 AM
From: Scott H. Davis	Read Replies (2) \| Respond to of 4676

Serious early buying - are bigger blocks being picked up? Already hit over 15. Scott

To: tuck who wrote (2715)	10/11/1999 11:21:00 PM
From: Greg Rich	Read Replies (3) \| Respond to of 4676

Thank you for your thoughts about my question regarding the shorter-term potential of ISIP. I am impressed by your foresight given today's market action. Are your prognostications always this timely? I did not get out of IMCL before it tanked. In fact, when it got down as low as it did, I sold some of my ISIP position at 11.375 to buy more IMCL at the very depressed levels thinking that ISIP wouldn't move substantially till I could cash out on the IMCL rebound and buy back more ISIP shares for the longer-term. I was feeling pretty crafty until the Friday and Monday ISIP moves. Oh well. One more lesson that a day job and two young children ought to be relatively strong contraindications to anything approaching active trading. Headed back to buy and hold for awhile, greg