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Biotech / Medical : Elan Corporation, plc (ELN)
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To: fred hayes who wrote (3541)11/13/2002 11:00:18 AM
From: Harold Engstrom  Read Replies (1) of 10345
 
LGND puzzles me: 3 approvals and a good existing deal with Elan for Avinza (the drugs they manufacturing for small markets probably have the same 70% gross margin as Avinza, but they don't have to make it.) The company apparently has a decent pipeline and good partnerships.

But, they still haven't reached breakeven and management constantly guides high instead of managing expectations properly.

I still believe Avinza will sell very well. Once they get the co-promotion in place, I think this deal will look very good for both companies. Especially so for Elan if they turn around and buy the Lyons back on the market.
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