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Biotech / Medical : Elan Corporation, plc (ELN)
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To: idos who wrote (10027)10/30/2008 9:16:52 PM
From: Biotech Jim  Read Replies (1) of 10345
 
Too early in the re-treatment paradigm to call a rate for PML risk. We have not reached steady state in the intent to treat population. In my view we need to understand the degree of PML risk in treatment naive, in CRAB treated and in previously immunosuppressed patients. Regardless, in so much as not having this data, we need the steady state date in the overall population.

FWIW, I have been buying some biotechs like ELN by slowly averaging in, but I like more so the commodities here, like X, PCU, DVN, RIG, PTEN and similar such stocks. Over the last couple of months I was buying some banking stocks.

BJ
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