ISIS won't get denied. The FDA panel voted 9-6 in favor of approval and the FDA will most likely approve Kynmaro with strict REMS. Doesn't mean anybody will use Kynmaro, just that it will be approved. They will get the CRL but it shouldn't be any big deal for ISIS or AEGR as it is largely expected.
Still, if ISIS got unexpectedly denied, that would be a catalyst for AEGR.
I said Cramer is likes isis..he is the kiss of death to stocks esp in bios..theres a ton of examples that get denied even with positive panel votes..I was in orex when it had positive vote I believe 9 to 6 then got a crl