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Biotech / Medical : Elan Corporation, plc (ELN)
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To: SI Bob who wrote (10092)2/12/2009 6:24:42 PM
From: IRWIN JAMES FRANKEL8 Recommendations  Read Replies (6) of 10345
 
>>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.

Any drug may lose out to new and better treatments. T has the downside that it is infused. It has the upside* that it works better than any treatment approved to date. It also has the PML risk but then some of the "new and better" treatments may have that or other risks. Further, how long will it be before we have one of those better treatments?

Generic tysabri? T is a Mab. I think that means it will be hard to make a generic of it and that there really is no current pathway to approval of that type of generic (yes I know I should call it a FoB).

No position in ELN but a big stake in T (named Karen).

ij

* That is mostly my view from watching my wife improve on T. Recently, she told me that she caught herself running up the stairs - a feat that before T would have been unthinkable for her.
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