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

To: jopawa who wrote (2489)	2/24/1999 8:30:00 PM
From: Greg Rich	Read Replies (1) \| Respond to of 4676

OOUCH! Downright nasty tone. I haven't gotten the impression that ISIP is "running out of money." A two year cache at current burn-rate isn't bad for biotechs. I have also been viewing the fact that ISIP is the only substantial company pursuing antisense as a positive, instead of that they are "the only ones left." What do the rest of you think of this take on things? Greg

To: jopawa who wrote (2489)	2/25/1999 6:49:00 PM
From: John Romeo	Read Replies (1) \| Respond to of 4676

Good detective work,very uncomfortable ramifications.Desirable investments trade at premiums.You would expect a 4mm share placement in the last remaining company working on antisense,with an approved product confirming the technology's validity would get a premium on that equity.I always felt the debt offerings as "odd" but felt better minds were at work.The stock is obviously being shorted,watching it trade on many days is a testament to shorting.If we were long is all our money bet on the "come" line, being Crohns disease.Also have to consider source.Do you have any consecutive monthly short history? How alarmed do you feel? Thanks, John