buy on the dips this summer via the EU market sell-off that just doesn't want to go away any time soon.
Given MDVN, ARIA, valuations OGXI is worth $25 today, Antisense cloud holding OGXI back. This cloud soon to be lifted as ISIS moves several drugs thru P2b proof of concept over next 18 months and MIPO gets approved in Jan'13.
I don't think there is a signifant antisense discount that will affect the stock one way or another. It will just depend on the data. Isis may be marginally helped with OGXI success because it means real money and may help their own cancer drugs but I don't see the opposite being meaningful.