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

To: sds who wrote (1885)	4/6/1998 9:09:00 AM
From: George R Janz	Read Replies (1) \| Respond to of 4676

IMO, nothing ever goes according to plan. They seem to be proving the technology can be applied and work. It is going very slowly and time is money. They may not achieve the cash flow milestones they initially thought they would. CMV and Chrons $$ will be less than projected (downside) - but they do prove the technology (upside). How does the boat stay afloat without further dilution (questionside).

To: sds who wrote (1885)	4/6/1998 3:52:00 PM
From: Joe Wesley	Read Replies (2) \| Respond to of 4676

Hi sds: I agree. IMO Isis has done a bad job handling the 2302 other indications issue (probably still shell shocked by Lee Ainsley). I think they were straight forward with the warts drug and as an IV drug little was expected of 5320. Cell adhesion is a different matter. Isis is doing a good job taking as linear as possible track toward developing the platform. What they need is some luck. I don't want to get into a firestorm over Crohn's drugs however IMO don't count out Isis there. Other indications may only have to go as far as statistically significant P2's. As far a being the next Microsoft I want to hear Dr. Crooke elaborate on his recent statement in Worth. Are you going to the Annual Meeting? Amateur