Dendreon Corporation (DNDN), ISIS Pharmaceuticals, Inc. (ISIS): Big Milestones Could Lead This Stock to Big Gains

This represents just three… three… of ISIS Pharmaceuticals, Inc. (NASDAQ:ISIS)’ ongoing collaborations, yet combined these three partnerships have the potential for somewhere in the neighborhood of $6 billion in milestone and royalty payments. Now, let’s put this into some perspective. Obviously not every single drug that works its way through the development process is going to make it to market — nor is Isis going to see all of this money in one lump sum. However, I can only assume as a best “guesstimate” that the cumulative value of its 12 collaborations, including royalties and milestone payments, is likely worth double the current value of its market cap, if not more!

Again, to really drive this point home, I’m not saying that every one of its collaborated drugs will be approved. Instead, I’m saying that ISIS Pharmaceuticals, Inc. (NASDAQ:ISIS)’ success is inherent because it has the potential to pick up huge milestones and royalties because of its existing collaborations.

To add, Isis also has 15 compounds that it’s developing in-house! This means that while the onus of costs is solely on Isis, all the profits will belong to Isis as well.

There are just so, so many opportunities opening up for Isis to ignore. With that in mind, at worst, this should be a company you have etched into your everyday watchlist if you’re a biotech-savvy investor.

The article Big Milestones Could Lead This Stock to Big Gains originally appeared on Fool.com.

Fool contributor Sean Williams has no material interest in any companies mentioned in this article. You can follow him on CAPS under the screen name TMFUltraLong, track every pick he makes under the screen name TrackUltraLong, and check him out on Twitter, where he goes by the handle @TMFUltraLong.

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