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


To: squetch who wrote (1339)12/3/1997 12:17:00 AM
From: Miljenko Zuanic  Read Replies (2) | Respond to of 4676
 
Stan:

>>With no science degree, are you saying I am better off. I have no burden of *old* biochemistry knowledge.(:>)<<

No! Only I send signal that my writing (based on what I know) may mislead reader and I am suggesting careful evaluation of all aspect in company fundamental.

I do not think that yeast is answer. For complex mechanism study, Yes. But this is only one step.

>>Jim McCamant has ISIP as a buy up to $20..<<

Jim have ruff day today. After being optimistic on AGPH cancer projects (MMP actually didn't change after Thymitaq discontinuation) Roche putted *knife in his back*. Hope story will not repeat with ISIP. Novartis is on track and BI (with poor pipeline) needs ICAM-1 program.

Anyway, to me appears that Big pharma are *friendly* dividing *Health care cake* between themselves and we may have some additional structuring on the pharma-bt deals.

For instance, Roche do not have strong in-house cancer program and they are simply bailing out.

mz