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Biotech / Medical : Elan Corporation, plc (ELN)

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To: sim1 who wrote (10089)2/12/2009 1:05:22 PM
From: SI Bob  Read Replies (3) of 10345
 
I'm too lazy to do this myself if someone else already has, but has anyone done a value analysis of ELN with the assumption that it's a one-trick (Tysabri) pony?

I thought Tysabri would be the foundation and previously considered an Alzheimer's treatment to be a fair-probability blockbuster, but think it's come down to really having to consider this a Tysabri company that could eventually lose out to competing therapies and will lose out to generics down the road.
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