Elan Corporation, plc (ELN) Message Board

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Biotech / Medical : Elan Corporation, plc (ELN)

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To: Icebrg who wrote (4249)	3/25/2003 11:17:26 PM
From: fred hayes	Read Replies (1) of 10345

Erik, the P2 Remicade combo study is indeed interesting. Not sure what, if anything, to read into it. Guess I will just take it at face value instead of being more pessimistic about the solo trials. FWIW, my notes (which are usually based on a decent source) indicate "prelim Crohn's data from Elan available as early as mid Mar". The note may have been made long ago when the trial dates were guesses. The word "prelim" makes me a little nervous, but I guess I won't worry about immediate results. I'm not confident about the Crohn's indication, and have too much of my portfolio in Elan. I'm thinking of selling part of the position so I can load up if bad Crohn's results, which I think would crush the stock into the super bargain bin. But I expect the King deal to be reaffirmed or another deal announced, and I don't want to miss the pop. By doing nothing, I'm making the bet that a business deal announcement will beat "prelim" Crohn's results. fred

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