Alexion Pharmaceuticals, Inc. (ALXN) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Biotech / Medical : Alexion Pharmaceuticals, Inc. (ALXN)

ALXN 182.50

0.0%

Jul 28 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tuck who wrote (222)	8/30/2002 2:15:27 AM
From: Miljenko Zuanic	Read Replies (1) of 824

WL described very well what is going on. Thanks. While I did own ALXN in past currently I am in watch closely mode. Actually, overall I am on survival mode for rest of the year (and from May). Means that picking up any new holding will be well balanced and investigated. WL is right that my main concern (for P3 CABP) is luck of the support (too small numbers for prediction) for definite mortality benefit relative to side effects. I am glad that FDA did accepted high ckmb level as part of the PE. Regards the two MI trials I do somehow expect neutral, at best, result. There is danger of the significant increase in serious infections. Also, based on my reading of the P&G philosophy I think that they will cancel collaboration (I think that at this moment they have ongoing discussion) and return all right to ALXN (keeping small royalty if they come back as marketing partner). Short term this will effect stock price significantly, imo. Miljenko PS: <<I feel he's SI's best handicapper of clinical trials (no pressure, MZ!).>> +50% luck, rest was wild guess. In some cases I did done in depth research and come to right decision.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next