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Biotech / Medical : Elan Corporation, plc (ELN)

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To: William Partmann who started this subject	3/24/2002 7:50:33 PM
From: Harold Engstrom	Read Replies (1) of 10345

Checked out Ligand current corporate presentation for kicks: media.corporate-ir.net Noted that analysts (and apparently the company) expect revenues for the company significantly lower than $200MM for the next few years. BUT, they cite Morphelan as a major competitor in the pain market (non-opoid) which is a $2.3B market and growing. This presentation cites OxyContin revenue of $1.4B and suggests that Morphelan is better because of similar efficacy but longer duration and more consistent effect over the duration. If Morphelan is so great, then why such low revenue expectations? H

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