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

To: tommysdad who wrote (1948)	4/24/1998 5:14:00 PM
From: sds	Read Replies (3) \| Respond to of 4676

I'm begining to see a bearish picture here.... I don't want to get blasted for this, but I would like to stimulate an active discussion on what I'm about to discuss. I've been poring over the 10-K and annual report and I want to raise some points for discussion and how they relate to Isis's future: Formavirsen is no big deal -- Ok, its the first antisense drug out there, but it serves a market that is tiny. That's really nothing to get excited about -- just by pure chance you have to think antisense will work for something... 2302 -- Crohn's looks Ok. The colitis doesn't. The co. says a lot of patients prefer surgery. Well, if this drug can cure the problem, most patients would probably rather take a drug than go under the knife, right? Psoriasis -- didn't really work as hoped. Now they say they think it will work Ok as a topical formula. Kidney transplant -- they say the trial is going slow because it is being closely monitored. Maybe, but why aren't other companies testing transplant-rejection drugs reporting the same issue? Cancer -- Humans don't seem to be doing as well as mice. Great for rodents, bad for shareholders. I realize there could be a role for the drugs as adjucant therapy, but that's not exactly what we were all hoping for now, is it? Ok, let's get the discussion going! I'm still long Isis, but I'm really begining to doubt this company. I don't appreciate the way they brushed the AIDS drug under the rug. Granted, they told me the truth when I asked, but I don't feel as though I should have had to ask. So, is this going to be an Ok company with some Ok drugs, or is this still a blockbuster in the making? sds, a jittery bull