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Isis Pharmaceuticals, Inc. Message Board

  • dinepat203 dinepat203 Nov 14, 2012 12:58 PM Flag


    The EMA's approval of the Isis manufacturing facility allows Isis to supply Genzyme with Kynamro drug substance to support commercial launch ...APPROVAL TODAY

    Sentiment: Strong Buy

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    • No EMA approval - what does that mean? That it wasn't decided, or that the news was bad?

    • It didn't happen. Never bank on the EU to ever do anything on time. Probably wont even be this year.

      • 1 Reply to yassen_gregorivich
      • Face it, institutions will always know more and have the drop on *retail*. Crammer has no clue, he cannot define the terms of art which surround a successful Phase III. He has to take it from others. The institutional trend is decidedly up. The sector, however, has been decidedly down going into and through the election. Not sure what macro cycle one would call this, but the sector is not in disfavor by either political party and most particularly, smaller companies with novel platform opportunities for disease conditions which are unmet. The Clinton white house was particularly fond of any entity who could put forth a solution to an otherwise incurable condition.

        Despite these wild long term swings, the smaller companies do represent opportunity which is supposed to proffer gains outside the chart. The shorting rings, however, and insider trading rampant on wall street, makes it very hard to hold on long term. Just a few weeks ago, people were paying much higher prices and the prospects have not changed. Institutional ownership increased and yet, the prices fell. Short interest increased but not enough to justify the "sector rotation", if I can call it that. ISIS earnings were as projected and cash surprisingly increased completely absorbing the R & D expenditures.

        Bottom line, I think the sector is very over-sold and ISIS is a top performer in its own sector. Historically, this has proven out. Today, ISIS appears to have the most cash it has ever held and the best partnerships, going forward. My conclusion is, the stock is undervalued. I suppose, if one is a long holder, the greatest concern is the HGSI effect. So obvious was the sale of HGSI at too low a price, class action suits piled in on an otherwise successful sale. Why? The complaints say the valuation was too low. The complaints are probably right, but the reason the price was too low could well be our own fault. Our system allowing illegal short sales, illegal insider sales and *blind trust* manipulation, donations of illegal proceeds to political parties, has been our undoing. We have shorted our own future into oblivion and we lack a president or a system with cognizance and backbone enough to call the shot and repair the damage. Enough said...ISIS has to carry its own weight and future with real results. Are stocks manipulated with a *pay around the table* mentality? I think so. It goes without saying... As to ISIS, I think they have the right stuff. This macro cycle was IMO a buying opportunity. Crammer smells the coffee brewing but cannot tell you why.

        Sentiment: Strong Buy

    • I want to believe you, however that SEC filing on 11/14/12 was a CT order - (I had to go to investopedia to for those that don't know what is) - and is common on ISIS filings.

      There is a short squeeze pending, i'm sure most will agree on that. With over 12 mil shares short (12%) and ISIS so close to it's 52 week lows with several milestones and drugs working it's way through the pipeline... it's just a matter of pressure and time. With an infinite amount of money I would have added to my position as it dropped below $10 and layered the buying down to $6.

      But I don't.

      Look at dates 10/11/12 - 10/09/12 - 09-11-12 and a person can see the same thing.

      Mixing that information with unofficial third party (biopharmcatalyst) that says 11/15/12 is the estimated day is dangerous to throw into the wild.

      That said, I've been following ISIS for over 5 years, I have been slowly adding to my position and trading chart patterns when followed probable patterns. This is a winner, Sometimes when I stock drops like this, it's not a loss it's a time to buy MORE! It is however not for the faint of heart.

      DISCLOSURE: I have sold my entire position and moved into options with money held back. I believe the EMA and the FDA will move to approve, but if they don't ISIS could drop below $3. Do your homework.

      Sentiment: Buy

    • Evidence not found. What is your source?


      Sentiment: Strong Buy

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