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


To: Adrian Wu who wrote (2166)7/25/1998 10:23:00 AM
From: emil  Read Replies (1) | Respond to of 4676
 
Adrian,

Thanks for the information. I wonder, is this your first post to this board? I don't recall any previous since I have been an ISIS investor. With your background, you could provide a great deal of insight here. Previously, Miljenko took on the task of educating this post singlehandedly. I think he got burned out, because it is difficult for the average investor to grasp some of what makes ISIS the potential company that it is. Who were your contacts at ISIS? This I am most interested in. They have many talented people that most investors are not aware of. Do you do research in Immunology at present?

Finally, your projection of 50-100 fold return is exactly why I am an ISIS investor. Nothing less will be appreciated by this shareholder. I wonder if you can speculate on your timeframe for wall street to take hold? The fact that this stock is not in the 20's has me very frustrated. It seems the patents alone, are worth much more. You mentioned Merck. What do you know of their collaboration with ISIS that was mentioned 3 or so months ago. The details of the release were sparse from what I remember.

Sorry for the lengthy post, and the multitude of questions.



To: Adrian Wu who wrote (2166)7/25/1998 12:37:00 PM
From: billkirn  Read Replies (2) | Respond to of 4676
 
Note: This new ISIS drug is entering a market that is disappearing.
Bill




To: Adrian Wu who wrote (2166)7/25/1998 2:43:00 PM
From: jbershad  Read Replies (1) | Respond to of 4676
 
Dr. Wu

Have not been on thread of late. Stock holder since $6.
Spoke to mike Murphy last night. He really spoke to me.
Not worried about small market or poke in eye,
Where did somebody find vote of FDA not unanimous?
Any way you look at it this shows anti sense works.
This is big. If somebody thinks market for Aids is
decreasing because of 3 mixture cocktail let them
invest in BCHE. They make 3TC which prevents mutation
HIV. Right Dr. Wu.

How are you? Nice to see you contributing here.

Nobody realizes how non-toxic and effective anti sense
is yet? There are some that do.

Jerry



To: Adrian Wu who wrote (2166)7/25/1998 2:53:00 PM
From: Peter Singleton  Respond to of 4676
 
Adrian,

<< I am looking for a 50 to 100 fold return from this investment
eventually>>

That about sums it up. This company has more potential for that type of return than any other biotech. Period.

Reasons:

- antisense drug discovery promises orders of magnitude increases in the productivity of drug discovery
- ISIP has proven themselves masters of the craftsmanship of pioneering all of the elements of this new technology
- quality of management at all levels
- all major unknowns that could have short-circuited antisense technology appear to be on the way to being solved

This is not a stock to look for short term gains in. It's a stock to accumulate, tuck away and hold as long as the story doesn't change, then give it to your alma mater so they'll name a school after you after you die ... : )

Peter



To: Adrian Wu who wrote (2166)7/25/1998 4:26:00 PM
From: SnowShredder  Read Replies (1) | Respond to of 4676
 
Adrian,
I was wondering if you knew the efficiency of the antisense oligos actually entering the cell, not including the oligos that get stuck in endosomes? Do these oligos have an special feature to enhance the disruption of the endosome? Also do they have a proposed strategy for in vivo delivery...besides direct injection in to a confined space (eg. eye ball)? Thanks in advance.

Where'd He Go?