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Biotech / Medical : Elan Corporation, plc (ELN)

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To: IRWIN JAMES FRANKEL who wrote (9604)3/2/2008 12:37:23 PM
From: pgo-neil  Read Replies (1) of 10345
 
Hi Jim,

Thank you for your field report. You are also a minor celebrity at InvestorVillage. One of the 2 or 3 top technical analysts reposted your note over there on the Elan board and it is in just a couple of hours among the top 100 most recommended posts of this week. [No mean feat considering the quantity and quality of the posts there in a weeks time].

www1.investorvillage.com

A couple of comments on your points...

>- the local infusion center is seeing about 15% of patients develop anti-bodies to T<

Historically, the figure has been about 6% for neutralizing anti-bodies. But there has been enough anecdotes recently that I have been using 10% in my uptake models. Do you have a feel for how many patients your center has on Ty? I may have to further increase the dropout rate.

>- they are excited about new treatments advancing that will change the management of MS <

One of the few things we can count on besides death and taxes is continued progress as we better understand the underlying science... But patience is required.

Hopefully Elan will have at least one entry in the new solution space. They are still working small molecule treatments for MS, which should remove the antibody issue. They should be able to use their nano materials to provide easy delivery and bio-availability.

All the best to you and your wife,
graham
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