ISIS Pharmaceuticals, Inc. (ISIS)

All Comments on ISIS

  • commenter
    beta delta
    Oct 11 02:04 PM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    ohad.. have you ever followed a small cap biotech named Genvec. Genvec is waiting for their interim peek at the data, which should be released in november. Reply
  • commenter
    jodabutcher
    Oct 11 10:20 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    VPHM and BDSI seem to me to have the best current value out there. If tou look closely you will see what I mean. Reply
  • commenter
    Whisper On
    The Wind
    Oct 11 06:50 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    In my relative inexperience, I can only wonder how much of this week's rollercoaster ride is due to the panic of the bears followed by the excitement of the bulls, followed by more panic, and then more excitement. I'm not broke yet, not rich yet, have a little cash to spend and have decided to put it into inexpensive stocks rather than dinner and drinks. Last time I did this, I caught a ride on oil's rise, which helped me weather the banks' pain. I wonder if I can find something new this time, I wonder how lucky I'll be, and I wonder if this will all be done before I retire in 10 years. Last but not least, I wonder if I'll have anything in my retirement portfolio after all my risky games? But am I really any different from anyone else? I think not. Reply
  • commenter
    Ohad Hammer
    Oct 10 12:30 PM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Thanks, KevinMBK.
    I don't follow CYPB closely, but I think there is a lot of skepticism towards upcoming phase III results for milnacipran . Their cash position is enviable, no doubt.

    Ohad

    Reply
  • commenter
    stocksavy18
    Oct 10 11:53 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    To jturano7423: Jim Cramer is not "advising people to sell everything" unless you need the money in the next 5 years (which, admittedly, he has expanded from 3 years). If you have more than 5 years and especially if it is in a retirement account, he only has advised to sell 20% (which he did about 2 weeks ago). His new view is now for "wait and see". Reply
  • commenter
    Peppio
    Oct 10 11:29 AM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    If there's blood on the street, shouldn't we go hide somewhere until the street is cleared ? Reply
  • commenter
    Roy P.
    Oct 10 11:18 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    The stock market correction is a reality check for those stocks commanded high price but no real growth.

    Every so often the market corrected to re-evaluate the valuation of each stock.

    As the market start to recover, some will recover 50%, some will recover 100% and some will recover 1000% depending on future growth potential.

    Not all stocks will recover equally, now it's the time to look for the next growth leader of each sector...it's always a stock-picking game after each correction.

    My pick: Thermogenesis(KOOL) ... The early CSCO of stem cell therapy/regenerative medicine.     Reply
  • commenter
    KevinMBK
    Oct 10 11:16 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Brilliant article!! I'm a recently unemployed (who on W.S isnt?) healthcare equity guy and have been advising people to do this same thing. I would also have mentioned cash positions as well. You have biotech stocks like CYPB with a Phase III asset that are trading at $5.50, meanwhile they hold $4 cash and have a low burn rate. There are other biotechs just like that example that I'd view as a safe (if there is such a thing at this point) place to hide. Reply
  • commenter
    Ohad Hammer
    Oct 10 09:32 AM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Thanks, jturano7423.

    I don't think it has a lot to do with guts, but basic common sense ( which seems to be a scarce commodity these days). History shows that people tend to exaggerate to both ways, and what we're witnessing, including today's selloff is merely a result of irrational behavior. Yes, things don't look good at the moment but in my opinion, now is the time to build positions selectively in segments and companies who can weather the storm. I think good biotech companies represent such a tremendous opportunity because their products and technology will always be in demand. Even companies who won't have a commercially available drug in the near future will be able to license drugs and technology to the pharmaceutical giants, who have deep pockets and are starved for new drugs. Remember: There is always a good market for good drugs.
    I personally feel much more comfortable buying today, when all the fund managers and investors are dumping everything they have. They were the ones that accumulated all these stocks in the past year or two.

    Ohad
    Reply
  • commenter
    Ohad Hammer
    Oct 10 09:18 AM
    My Website
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Sorry petpesie, I am not familiar with BioMS. I am sure there are plenty of biotech companies that are suffering as a result of this panic. From what you describe, it is in good position because it has Lilly paying for clinical development, and it doesn't seem that it would stop doing just because there's a recession. Reply
  • commenter
    jturano7423
    Oct 10 08:52 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    Ohad Hammer, I admire your guts and position.
    Jim Cramer has now done a 360 and advising people to sell everything, after hitting the buy,buy,buy bottom for years, and you are informing others about history and for people to consider biotechs now. But part of history is the depression to consider. At a time when global markets are plunging, I do not believe this is safe advice to publish. We are in a beginning stages of a global depression which will take years to possibly recuperate from. So investors are better off for now to hold onto their money, and use it for survival. It is bad out there and we are making new history Mr.Hammer.     Reply
  • commenter
    petpesie
    Oct 10 08:21 AM
    'When There's Blood in the Streets', Buy Biotech Stocks [view article]
    One stock you don't have there that is very promissing and has a licensing contract with Eli Lilly is BIOMS, a Canadian biotech currently at stage II and III trials and received a Fast Track designation for one of its drugs from the FDA. It trades on the TSX in Toronto (symbol MS), not sure if it also trades on American exchanges or not.

    It is getting killed along with everything else right now (19.7% above 52-week low and 43.2% off its 52-week high) so offers a compelling entry point. I know I've been buying!

    Disclosure - long.     Reply
  • commenter
    BioInvestor
    Oct 05 03:45 PM
    My Website
    Isis Pharmaceuticals' Obesity Buster an Enormous Finding [view article]
    - There's nothing unique in how big pharma invests or partners with emerging companies. The processes you described have been in place in many industries for years.

    - The benefits of Mipomersen aren't the issue. The issue is the delivery mechanism. Oral drugs have a better market uptake than do injectables, at least in North America and parts of Europe.

    - I don't argue that ISIS has an interesting and potentially lucrative platform. Antisense is a technology that should, in principle, work well. Delivery to the point of pain is key. ISIS also has a very strong IP position in the area, IMHO one of its best acquisition strategies.


    On Jun 30 11:31 AM southshorein vestor wrote:

    > Re: Bioinvestor. Actually, big pharma invests in most promising new
    > platforms in a rather unique way - in a press release, with a transfer
    > of money, rights to regional distribution, and in exchange for a
    > percentage of the company they're investing in. So they do share
    > in the profits of the successful ventures, and they also lose their
    > investment in those platforms that are not viable. Even the big pharma's
    > were taken during dot.com bubble.
    >
    > As you correctly said, upstart biotechs must partner away early products
    > in order to build a revenue stream that will power growth of their
    > future pipeline. Most fail. Also, AMGN and DNA are now struggling
    > as they've picked most of the low hanging fruit.
    >
    > A non-oral form of Mipomersen will discourage its wide spread use,
    > but if the formulation can be produced in an extended release form
    > or packaged in a pen-style injection similar to AMLN's Byetta, then
    > this might change.
    > --------
    > Specifically regarding Mipomersen, a reversal of plaque would be
    > a significant benefit and would provide ISIS with an expanded use.
    > Prevention of cardiac disease surgeries would be a significant savings
    > to the HMO system (not to mention the impact on patients and families).
    >
    > --------
    > Generally regarding ISIS, they have a potential platform that applies
    > a new drug type to old and new disease targets. The old targets are
    > the most promising since these are already validated, have probably
    > come off patent, and are abundant. Plus, ISIS will not have to spend
    > much money or time on early-phase discovery or legal. Targeting PTP-1b
    > with small molecules for instance was tried to death by every pharma
    > and is the poster child for each new drug platform. The platform
    > for ISIS is the bull case for investing here. Mipomersen is the proof-of-principle
    > product.
    >
    > Toxic side effects, drug-delivery issues, competition, and production
    > costs are the bear points.
    >
    > Long-term, ISIS is a speculative buy - to me. IMO.
    >
    >
    >
    >
    >     Reply
  • commenter
    User 268071
    Sep 23 04:56 PM
    Biotech Names With Big Potential [view article]
    I meant Viropharma, my bad: duh. Reply
  • commenter
    User 268071
    Sep 23 04:55 PM
    Biotech Names With Big Potential [view article]
    I've owned this stock in the past. The company seems pretty positive about the prospects for their new drugs and is ramping up overseas operations. I think that tells you something given all the risk regarding "forward looking statements" these days. Reply
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