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

To: Art Bechhoefer who wrote (2759)	10/28/1999 2:36:00 PM
From: Scott H. Davis	Respond to of 4676

Very true. And a material concern about the EPS several years out. But you expressed a concern about their going bankrupt fairly soon & we don't their ability to pay bills is a current concern. Crohns revenue will be eaten up by debt repayment, of if converted to equity, there will be dilution. But if 2302 is approved, it will be taken by the broad market as proof of concept, which will make their expertise more attractive for future partnering & insure their ability to raise funds. So keeping the doors open is probably not a concern. Having a PE of less than 40 in the next 5 years probably is, unless they're acquired. Am I missing something else? could well be. If so, please expound. Scott