Biotech / Medical: ICOS Corporation  
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Share This Board Moderated By: Gerald R. Lampton -- (Not Moderated) -- Started: 5/15/1996 12:58:00 AM  Revision History

I bought stock in a company based in Washington State called ICOS Corporation. Geoprge Rathmann, who started Amgen, is in charge of this outfit, and Bill Gates, Chairman of Microsoft is the Company's largest single shareholder, with 15 percent of the stock.

There is surprisingly little about ICOS in the media.

A 1995 10Q I have says:
"The Company's objective is to discover and develop new pharaceuticals by targeting early stages of the chronic inflammatory process at the molecular level."

What does this mean? What are the scientific processes involved, and why does the Company choose to concentrate on this? What are the potential markets for its products?

A recent "Worth" article says this is a fine company that might become very large, but says it is not on track to become "another Microsoft" because the products the Company is developing lack the strategic position in the biotechnology industry that, say, the operating system occupies in the PC industry. Is this true?

The most recent annual report places a heavy emphasis on the number of patents the Company has. How valuable or useful are those patents? The report suggests that Management has an orientation towards owning and protecting what they discover, which is a good thing for a Company in an industry where most companies have to partner and, in the process, give up ownership of some of their intellectual property, in order to stay alive. Does the annual report reflect "just PR" or does it in fact accurately describe Management's attitude towards ownership of the Company's discoveries and intellectual property?

Aside from Rathmann, how highly regarded is ICOS' management?

Any comments are appreciated.
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1139Lilly report this week Cialis is one of their lead drugs going forward and increbdusa1108/25/2007 08:34 AM
1138Wow - all jobs to go if buyout approved. Means PE on trade very, very cheap. nRobohogs-12/13/2006 04:00 AM
1137All that is icos for you. Company has been run like a country club for quite a frkrw-11/06/2006 10:18 PM
1136Something deeply fishy going on here. Nothing fishy about SOP. tom pope-11/06/2006 08:36 PM
1135The details in this case are insane -Lilly's ex-CEO heads compensation commbob Cyran-11/06/2006 03:43 PM
1134Icos sale to enrich top executives By Luke Timmerman Seattle Times business repoIcebrg-10/22/2006 03:38 AM
1133Good to see Clark got paid four and a half million plus severance plus option exRobohogs-10/20/2006 05:04 PM
1132Item 1.01. Entry into a Material Definitive Agreement. Change in Control SeveraIcebrg-10/20/2006 04:10 PM
1131Icos sale a blow to local biotech By Luke Timmerman When the region's flagsIcebrg-10/19/2006 12:44 AM
1130Icos CEO in line to receive millions from takeover By Luke Timmerman Seattle TIcebrg-10/19/2006 12:37 AM
1129'Obvious' Buyout: Lilly Paying $2.1B For Cialis Partner ICOS By JenniferIcebrg-10/18/2006 01:58 AM
1128The early days at Icos The $2.1 billion acquisition of Icos Corp. is interestinIcebrg-10/18/2006 01:07 AM
1127Could new startups sprout from layoffs at Icos? John Cook's Venture Blog TIcebrg-10/18/2006 01:03 AM
1126Eli Lilly, Icos $2.1 billion deal likely means layoffs By JOHN COOK P-I REPORTEIcebrg-10/18/2006 12:59 AM
1125Anybody notice that net operating income at ICOS is on the order of -125 to -150Robohogs-09/01/2006 09:32 AM
1124New angle for 'performance' enhancing drug A recent study reported by TIcebrg-06/23/2006 05:03 PM
1123Lilly, Icos plan 1-a-day Cialis pill Lower-dosage version could hit market in 20Icebrg-06/11/2006 03:53 PM
1122Profits are swelling and getting hard! Bread Upon The Water-05/29/2006 05:48 PM
1121Cialis big boost for ICOS, partner The Bothell biotech's joint venture with Icebrg-04/21/2006 06:28 AM
1120Pfizer plans 2nd non-branded ad campaign By THERESA AGOVINO AP BUSINESS WRITER Icebrg-04/12/2006 04:47 AM
1119Gary Wilcox exercises options for 18.000 shares @ 7.875 and transfers them into Icebrg-04/08/2006 05:30 PM
1118Encysive Shares Tumble On FDA Thelin Approvable Letter By Karen Pihl-Carey StaffIcebrg-03/28/2006 04:46 PM
1117Almost there Why is ICOS Corp. CEO Paul Clark smiling? The Bothell-based maker Icebrg-03/12/2006 06:19 AM
1116Pretty soon you are going to tell me we should all pop a combined Lipitor/ViagraRobohogs-02/24/2006 11:04 PM
1115Crohn's Disease and Viagra. Link: SI Message 22201397 Icebrg-02/24/2006 01:18 PM
1114Thomas St John, VP Therapeutic Development, has exercised 4,415 options @ 7.875 Icebrg-02/14/2006 06:31 PM
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