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

To: Rob J who wrote (1322)	12/2/1997 8:59:00 PM
From: emil	Respond to of 4676

where do i start! many questions.... rating was a buy when i checked over the weekend <actually to my surprise, because ISIP is not yet earnings based, etc> My update comes every morning, so i posted when it changed which would be monday morning. I will try to paste below and see how it looks, but FYI, Zacks is a subscriber based info, and they are referred to in the same light as a Valueline type service... Should see report below: Ticker Exchange Industry Type ISIP NSDQ MED-BIOMED/GENE Small Shares/ Outstanding Institutions Insiders 26.4 MM 20% 12% ISIS PHARMACEUTICALS, INC. is engaged in the business of the discovery and development of a new class of therapeutic compounds based on antisense drug discovery. Since its inception, Co.'s antisense drug discovery program has resulted in three compounds currently in clinical trials and five other compounds currently in preclinical development. Rec Price P/E Mkt Cap Div Rate Yield Sales (12Mo) Sls Gr EPS Gr Div Gr Zacks Rank $14.81 $395 MM $0.00 0.0% $34 MM 24% Strong Buy Price/Volume Data 52 Week High $19.38 52 Week Low $12.88 Price Change-Year To Date -18% Year To Date(Relative To S & P 500) -36% Average Daily Volume 75 000s Beta 1.32 Wall Street Recommendations Natl Retail Broker Inst Broker Reg Broker Total Z Indicator Strong Buy 1 1 1 3 1 Strong Buy Changes: increase, 1 week Moderate Buy 0 0 3 3 0 Mod Buy Changes: increase, 1 week decrease, 1 week Hold 0 1 0 1 0 Hold Changes: increase, 1 week decrease, 1 week Moderate Sell 0 0 0 0 0 Mod Sell Changes: increase, 1 week decrease, 1 week Strong Sell 0 0 0 0 0 Strong Sell Changes: decrease, 1 week Estimates and actuals are both eps before extras and other non-recurring items DISTRIBUTION OF EPS ESTIMATES HISTOGRAM AS OF 11/29/97 ISIS PHARMACEUT FY1 - 9712 FY2 - 9812 5 ESTS. 5 ESTS. XO O XO O XO O X !-----!-----!-----!-----! !-----!-----!-----!-----! -1.36 -1.26 -1.16 -1.06 -0.96 -1.28 -1.08 -0.88 -0.68 -0.48 "X" = EPS ESTIMATE ($) "O" = THREE MOST RECENT ESTS. 12/97 QTR: ISIS PHARMACEUT 3/98 QTR: EXP.REPT: 2/ 9/98 EXP.REPT: 5/ 1/98 X O O !-----!-----!-----!-----! !-----!-----!-----!-----! -0.42 -0.37 -0.32 -0.27 -0.22 -0.42 -0.37 -0.32 -0.27 -0.22 MEAN -0.40 ( 3) MEAN N/A ( 0) MOST ACC -0.39 ( 2) MOST ACC N/A ( 0) ------------------------------------------------------------ Current EPS Estimates Period Ending Mean Est. ($/SH) High Est. ($/SH) Low Est. ($/SH) Number Ests. Mean Change, Last Month ($) Year Ending 12/98 -0.97 -0.54 -1.26 5 -0.10 Year Ending 12/97 -1.22 -1.17 -1.35 5 0.02 VS Actual 12/96 -1.04 Quarter End 12/97 -0.40 -0.38 -0.42 3 0.01 VS Actual 12/96 -0.32 Quarter End 03/98 N/A N/A N/A 0 N/A VS Actual 03/97 -0.33 Next 5 Year Growth (%) N/A N/A N/A 0 N/A Surprise History Quarter End % Surprise Actual Estimate Std Dev # Analysts 12/97 N/A N/A -0.40 0.02 3 09/97 63.08 -0.08 -0.22 0.02 3 06/97 -22.03 -0.36 -0.30 0.01 2 Financial History Year End Sales Net Income EPS ex NRI EPS Reported Dividends High Low 1996 26 -26 -1.04 -1.04 N/A 19 12 1995 15 -23 -1.10 -1.10 N/A 13 6 1994 15 -18 -1.15 -0.93 N/A 8 4 EPS History Fiscal Year 1st Q 2nd Q 3rd Q 4th Q Year 1998 N/A N/A N/A N/A -0.97E 1997 -0.33 -0.36 -0.08 -0.40E -1.22E 1996 -0.20 -0.29 -0.23 -0.32 -1.04 Company vs Industry --- EPS Growth Rates --- Last 5 Yrs Actual (%) 97/96 (%) 98/97 (%) Nxt 5 Yrs (%) P/E on 97 EPS Company -287.5 N/A N/A N/A -12.2 Ind: (MED-BIOMED/GEN) 24.3 16.7 32.5 31.8 -25.1 (Ind Group #205) S&P 500 12.6 12.5 7.3 7.6 21.0 Comp VS Ind -311.8 N/A N/A N/A 888.0 Comp VS S&P -300.1 N/A N/A N/A -33.2 Company Ratios: Current vs History Current 5-Year Avg P/E (12 Mo) Rel P/E Net Margin -83% -135.2% ROE -58.8% -44.3% LT Debt/Cap 45% 18% Company vs Industry Ratios MED-BIOMED/GENE INDUSTRY AVG S&P 500 Pr Chg YTD -18% 29% P/E (12Mo) 40.7 22.4 Price/Book 9.4 4.1 5.5 Price/Sales 11.5 Price/CF 30.5 Impl Ret/ P/E 0.74 Div Yield 0.0% 0.0% 1.7% Net Margin -82.7% -76.7% ROE -59% -23% 23% Debt/Cap 45% * Ranked 73/123 in MED-BIOMED/GENE. MED-BIOMED/GENE Ranked 21/211.