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Isis Pharmaceuticals, Inc. Message Board

stockmktgenius 5 posts  |  Last Activity: Oct 9, 2015 3:25 AM Member since: Oct 12, 1999
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  • Reply to

    vicl bid for am is 3 cents right now:

    by jetmanbash Oct 9, 2015 12:52 AM
    stockmktgenius stockmktgenius Oct 9, 2015 3:25 AM Flag

    Dark/ sack/ Trudy / etc. must be getting paid BOTH to trash ISIS and to promote VICL.

  • Reply to

    This board is totally highjacked.

    by gregbrady1971 Oct 7, 2015 6:30 AM
    stockmktgenius stockmktgenius Oct 7, 2015 4:28 PM Flag

    Dark was fired by ISIS years ago, and he's one of these crazy guys who never moved on. He's been here maybe 15 years, him and nyc, Trudy, all his other aliases. Writing the same nonsense about ISIS being toxic. And pumping VICL, despite it having crashed and ruined anyone who listened to him.

    Sentiment: Strong Buy

  • stockmktgenius stockmktgenius Sep 21, 2015 9:45 AM Flag

    Why dark chose this loser drug Vical to promote, I can't imagine. For those of you who don't know, he was fired by Isis and has been employed for years by a hedge fund to spread lies about Isis, to scare you into selling or not buying. He has various aliases here, Zach, where's the drug, Trudy, nyc. Me, I put them all on Ignore, as they have nothing to contribute. Jet, on the other hand, is a Detroit doctor who is a legitimate investor and has a LOT to say. If I'm you, I'd just click on his name and read all his posts. Most all the rest of the posts here are garbage.

    Sentiment: Buy

  • stockmktgenius stockmktgenius Sep 1, 2015 6:10 AM Flag

    You are 100% correct! dark and Trudy and all the rest of the gang are hired by hedge fund and mutual fund managers to get people to sell cheap (to them!) or, better yet, to never invest. Who would spend YEARS posting lies here if you weren't being paid? All this nonsense about how Isis is "toxic" etc. is b.s. they've been pedaling for years- and to some extent it works. But look at the left hand column of the Isis page and you'll see that Fidelity has over ONE BILLION DOLLARS invested in Isis. Bet they wouldn't do that if they weren't super confident. And look at the news- Isis is partners and has been paid 100s of millions of dollars by the likes of Glaxo Smith Kline, Biogen, Astra Zeneca, and Pfizer. Bet they wouldn't spend that sort of money unless they really believe in Isis' technology. dark and all the rest are like dogs barking as the wagon train passes. I would encourage everyone to put them all on Ignore and stop wasting time with them.

    Sentiment: Strong Buy

  • With thanks to mdcelts for the link, I think some of you will enjoy reading the part where DoctoRx compares ISIS and ALNY. ISIS is now around 50 and ALNY 102. ALNY at $8B is valued 1/3rd more than ISIS ($6B). Yet he argues that Isis is actually the far more valuable stock. The clip:

    Isis (NASDAQ:ISIS) and Alnylam (NASDAQ:ALNY)

    These are two similar companies in that they are platform "antisense" companies, though that term is not quite as accurate as it used to be. These companies develop injectable products that modulate protein synthesis by interacting with RNA. Since I have twice reviewed ISIS recently, only to watch the shares collapse over a few months' period from $70 to below $42 during the recent panic, the reason to mention them both together is to point out how different two similar companies appear to be in the eyes of the Street. This is a core part of my investment thesis in biotech - i.e., that it really and truly is a stockpicker's sector. But in these momo times, strange things have happened with relative valuations. After all, ALNY and ISIS both have pipelines. ALNY has, after adjusting for net cash, about a $2.5 B greater market cap.

    ISIS has much greater revenues, though, as estimated $280 million this year versus $46 million for ALNY. ISIS has a much broader pipeline than ALNY, ranging from late-stage products to preclinical drugs. ALNY's only late-stage drug is for the same related diseases that comprise just one of ISIS's efforts; each is in partnership with a Big Pharma company for their drugs.

    On purely financial terms, ALNY sells for about 30X its projected 2016 net loss per share. ISIS is "cheaper," selling for about 50X its projected 2016 net less per share. ALNY trades for about 150X projected 2016 revenues per share; ISIS trades for about 20X projected 2016 revenues per share.

    ISIS has two other advantages over ALNY. One is a marketed, FDA- and EU-approved drug, Kynamro, for a very rare type of high (google to finish article)

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