ISIS has more cash
ISIS improved its cash flow year over year
ISIS just noted it may receive a huge payment from a partner this year
ISIS has a full pipeline and lots of prospects going forward
The reason for the ALNY downgrade is, unabashedly, they cannot bring anything to market for at least 4 years. Kick um when they're down.
Using that logic, ISIS should be a strong buy. in contrast.
Sentiment: Strong Buy