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To: Lizzie Tudor who wrote (39191)	1/22/2008 3:25:21 PM
From: bob zagorin	Respond to of 57684

here's the roughly translated text on that swiss newsletter recommendation on isis. i think the wachovia report is a little more on point.. "...A promising Biotech-/Pharmaaktie with enormous potential which are still dirt cheap. Many long-term investors know that you are concerned with first-class Biotech-/Pharmaaktien a golden nose can earn. ISIS Pharmaceuticals is one of the most promising companies in this sector. The stock rose Although in the past 2 years by about 200% (or within the volatility band by up to approximately 380%), but many are fundamental reasons why facts and first-class, the share price will be tremendous growth, ... This should, in fact, in the years komenden vastly multiply. (1) The ISIS Story: A Hidden Power House in the pharmaceutical industry Dendreon (2): The calm before the storm ... Course gigantic potential (3) Blackstone buys its own shares ... Course ground seems to be achieved (4) Index Trading: The trend in abkassieren ***************************************** (1) ISIS THE STORY: A VERSTECKTES POWERHOUSE IN THE PHARMAINDUSTRIE: The new Genzyme Deal: The Californian ISIS Pharmaceuticals Inc. (ISIS) is one of the most innovative new biopharmaceutical. The company has approximately 17 to 18 new medicines in development which is currently in the phase I and phase II testing phases are (a successful Phase III trial period is necessary for FDA Approvals by the relevant drugs to the public in the USA). ISIS focuses on several areas regarding cancer treatments, including drugs for the treatment of inflammation and the like in the AIDS field, as well as cardiac and digestive affairs especially the immune system attack. Often, there are those companies in this industry a lot of hype and fairy tales rather G'schichten the same and usually is not far behind. There is a different but at ISIS Pharmaceuticals, in the past week prinzipell a large multi-billion dollar deal with the pharmaceutical giant Genzyme (GENZ) has signed. And through this deal confirms that ISIS is a solid company with first-class drugs. In Genzyme Deal with ISIS is primarily about the Cholestrol drug ciljne Mipomersen with ISIS just the phase III trial phase has begun. Apparently this drug is extremely promising, the same as at the start ISIS receives about US $ 325 million from Genzyme, but over time and launch this drug alone, about US $ 750 million annually for ISIS value should be. That is a considerable sum when you consider that ISIS far only about US $ 56 million per year position. In Genzyme Genzyme Deal pays for 5 million shares ISIS US $ 150 million, resulting in a share price of $ 30 - per share. On Friday (Jan. 11, 2008) the stock closed at $ 17.10 after the stock on Monday (January 7'08) nachbörslich after Genzyme announcement of the deal by about 60%, from about US $ 15, -- up to $ 24, - jumped. But due to the extremely low stock situation in the past week, it was against the weekend ISIS / Genzyme hardly news attention and that is why the stock is now still spottbillig. Especially when it comes to the stock exchange it goes all haywire, then take care of the investors rather than the Macrog'schichten a Biotech-/Pharmaspekulation. A share price of about US $ 100, - is realistic: However, if one makes the calculations, it is fairly easy to choose that ISIS Pharmaceuticals in the coming years with a share price of about US $ 100, - to be traded, and that actually a floor at least about US $ 30, -- automatically because of the purchase price of the shares at US $ 30, - course through Genzyme is registered. In addition to approximately 23% (!!!) of the shares were sold short, Short sellers have finally set up their positions. This short position is extremely high, and only rarely in a paper to be found. Apart from the Anti-Cholestrol drug, ISIS has also just been about 17 other important drugs in development and they are in potential stock price target of about US $ 100, - in the coming years not included. Important to note is that shares of this type, or in this sector are often highly volatile was also to the historical practice of the course can see, that Shares of this kind can in a day at about 50 - 100% catapulted to the top, but then within a day or even several days to about 30% correct again and you also need a strong stomach for this game. But it is important that just real substance in a share of this nature, namely example First-class drugs in the development stage with a convenient market potential, and a great partner to the strong investments, which all in the case of ISIS true, and thus is a certain security in the paper. As risk factors remain at these companies remain the FDA Approvals and other normal business risks. ISIS is the story but in the course of the year to develop and the more practical, especially if the Phase III trial phase of the anti-cholesterol drug at the end. ..."