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

To: AJAG who wrote (2520)	3/9/1999 3:29:00 PM
From: Scott H. Davis	Respond to of 4676

Not sure, partially this will depend on the over market, as well as the biotech/small cap setiment at the time. Unfortunately, I'm very concerned about the market taking a serious Y2K hit at about the time these developments would be hitting. IMSCO Scott

To: AJAG who wrote (2520)	3/12/1999 12:25:00 AM
From: Edscharp	Read Replies (1) \| Respond to of 4676

Ajag, I agree with you. I believe an efficacious phase III outcome for Crohn's disease would "prove" that the antisense technology works. I think a lot of investors will share that belief and buy in at that point. But, I don't necessarily think that the stock price will double or triple overnight. Isis would be the dominating force in antisense technology. Their technology can be applied towards a huge number of ailments. They would be able to license their technology to other drug companies for cash payments and royalties, in addition to their own pipeline. My biggest concern with a successful PIII test for Crohn's disease is that other drug companies may want to acquire Isis. In fact, I suspect this important technology might be desirable to a number of the Big Pharmas. Although an acquisition effort might double Isis' stock price I think the real value to shareholders is holding Isis as a separate entity for the long term