Why Isis Pharmaceuticals Inc. Shares Roared Higher

Isis shares soar after reporting positive phase 2 results from an investigational blood-thinning agent.

May 22, 2014 at 2:28PM

Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Isis Pharmaceuticals (NASDAQ:ISIS), a biopharmaceutical company developing a wide array of therapies using its antisense drug discovery platform, spiked higher by as much as 13% after reporting positive mid-stage data on ISIS-FXI in the prevention of venous thrombosis in patients undergoing total knee replacement surgery.

So what: According to the early morning press release, ISIS-FXI, which inhibits Factor XI, a coagulation factor that plays a role in forming blood clots, produced a dose-dependent decrease in venous thrombotic events (VTE), as well as a reduced number of bleeding events compared to Lovenox. As noted by Isis, the highest dose (300 mg) produced a seven-fold lower incidence of VTEs than Lovenox. Furthermore, there were no observed differences in safety between ISIS-FXI and Lovenox. Isis announced its intentions to report its full data from the trial at an upcoming scientific meeting.

Now what: Chalk up yet another impressive study for Isis which is swinging for the fences with close to three dozen in-house and partnered therapies currently in its pipeline. Because Isis' pipeline is so diverse, and it has so many large-scale partners, its chances of hitting a home run are greatly increased. Early indications from ISIS-FXI demonstrate that it could be a very successful blood-thinning agent, and as Isis points out, it could represent another major licensing opportunity for the company which means more money upfront to fuel its ongoing research. Of the predominantly clinical-stage crowd (Isis has one FDA approved therapy) Isis is among my favorites due to its extensive pipeline and collaborative capacity, and I would suggest you add it to your watchlist.

Isis shares may have soared today, but they'll likely have a difficult time keeping pace with this top stock over the long run
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4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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