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

To: Joe Wesley who wrote (1893)	4/6/1998 4:00:00 PM
From: Perry	Respond to of 4676

Here's some interesting comments found on Yahoo news. +++++++++++++++ In the ''Medicine Man'' column this week, George Stasen, an editor for Money Talks and senior investment professional whose experience spans 50 years in the medical technology sector, explores the Defense Advanced Research Projects Agency (DARPA)'s recent interest in Isis Pharmaceuticals (Nasdaq: ISIP - news) and Genelabs (Nasdaq: GNLB - news) technologies. Recently, DARPA has become better known by the general public as the government agency working to produce a counter-measure to biological warfare agents, like those produced by Saddam Hussein. Stasen points out that for the past 30 years, this government agency has supported projects that represent quantum leaps forward for technology. Since there appears to be a mismatch between the value of Isis Pharmaceuticals and Genelabs technology by DARPA and the current valuation set by the market, DARPA may be pointing the investor towards two potential bargains. These two companies have entered into a collaborative agreement under the auspices of DARPA and have received research grants. Stasen notes that the DARPA funding creates a double-barreled opportunity for both companies to expand their portfolio of discovery technologies and gain professional recognition for their affiliation with DARPA. The ''Portfolio'' column and ''Medicine Man'' are posted each Friday evening, at which time the previous week's column can be found in the Money Talks' archives ( talks.com ). Money Talks is a free e-zine that features original daily commentary from leading financial journalists, many of whom developed expertise and contacts at the New York Times and/or Wall Street Journal. This all-star financial line-up offers savvy insight on the equities marketplace, mutual funds, personal finance, biotech, the retail industry, interactive technology, financial issues for twenty-somethings, the economy and more. Designed to help individuals make better investment decisions, Money Talks' editorial is complemented by access to interactive tools and databases, including quotes, charts, a portfolio tracker, earnings analysis, news and an extensive IPO section. SOURCE: Money Talks

To: Joe Wesley who wrote (1893)	4/6/1998 4:11:00 PM
From: sds	Read Replies (2) \| Respond to of 4676

AA, Thanks for your comments. Nope, I won't be able to go the annual meeting. I'm stuck out here in Silicon Tundra (Minneapolis). I agree that little was expected of 5320, but they could have been upfront and flat-out said it was being abandoned. With Crohn's... This is another example where Isis could do a better PR job. From what I've read, the Isis drug doesn't appear to be the best one out there (I can't recall the one that seemed the best... brain freeze, I guess). I'm just a little concerned that Isis is pouring development money into market niches that can't turn into blockbuster drugs. Pardon the ignorance, or memory lapse, but what comment in Worth are you referring to? sds