ISIS Pharmaceuticals, Inc. (NASDAQ:ISIS)

worth the speculation

28 drugs in the pipeline, adding 3 to 5 a year, over 1,500 ASO patents, they are without any doubt the hands down leader in antisense with a dozen or more big pharmas paying them to partner. I said the same thing when it was $8 late last year. They have stated they will report on the Phase II and Phase III progress of 8 or 9 drugs this year, that means in the next 7 months. They have been in biz around 25 years, the difference now is that their drugs are much, much more powerful now.

I was one of those who lost faith in Isis, seeing weak prospects for cholesterol-lowering drug Kynamro vs Aegerion's Juxtapid. However, the stock has now roared back with a new luct\rative partnership with Roche to develop antisense drugs for Huntington's, and the company continues to make progress in their collaborations with Biogen Idec and AstraZeneca as well as in their proprietary antisense programs. There's definitely a strong speculative component to the two billion plus valuation here, but Portefeuille recommended a 300 share buy at 20.14 three weeks ago and this green thumb will support the zzporte position.

Impressive pipeline of drugs with several partners. Five drugs progressing through Phase 3 trials and NDA by late 2013 and early 2014.

ISIS has developed in the shades of Kynamro largely unnoticed one of the most diversified and matured drug pipelines with 28 different drugs.
In addition to Kynamro they have five drugs that can reach the marketplace in the next five years and nine drugs with important Phase III or Phase II data points in 2013. They´ll move three programs into Phase III and at least four programs into Phase II in 2013 or early 2014.

In the J.P. Morgan Healthcare Conference presentation CEO Stan Crooke stated that "the level of interest in our technology and our pipeline is at an all-time high". That´s great! Especially because ISIS plan to partner three to four mature programs ( APOC3, Factor XI, CRP and EIF4) in 2013. CEO Stan Crooke believe they can "be licensing opportunities that exceed what we got for Kynamro".

I think now is the time to focus on the whole pipeline! Kynamro is only a minor part of it!

Twitter trolling pointed this one out...presented at JPM, decent pipeline, solid potential on a couple. Others are sketchy but the ISIS-smn seemed most interesting potential. Just seemed like a must own for the Fund.

26 drugs in pipeline , all with major players

This biotech has been "promising" for two decades but its platform seems finally at a critical mass with several drugs poised ( in collaboration with larger, pharma companies ) to enter the market, especially in areas not well-served by other drugs. Intrinsically, the platform should entail fewer side effects than more traditional drugs.

There are currently 16000 ISIS shares in my "fund" with break-even of around 8.39 USD. http://caps.fool.com/Blogs/fund-trades/678775.

Buyout Potential!

http://www.caseyresearch.com/crpmkt/Biotech2.php

A panel of top research/practicing cardiologists explained that the elevation of liver enzymes is common in patients with cardiovascular diseases. They expressed that reducing extremely high cholesterol levels in their patients far-outweighs the often temporary elevation of liver enzymes.

RNAi, please die.

Key antisense technology and substantial pipeline combined with 450M$ in cash to finance their development. Stock should double within a year.

Creative, new treatments that work, patent pipeline

great price!

valuable patents strong balance sheet valuable partnerships with pharmacuetical companies capitalization low could be ripe for a buyout at double the current price

best business model in biotech field, antisense drugs will be proven winners

Buy $9 and sell $11 a couple of times a year.