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Biotech / Medical : Elan Corporation, plc (ELN) -- Ignore unavailable to you. Want to Upgrade?

To: IRWIN JAMES FRANKEL who wrote (6019)	11/19/2004 11:39:27 PM
From: Harold Engstrom	Read Replies (4) \| Respond to of 10345

IJ, I think that in OSIP's case the label appears to restrict the patient pool significantly below most predictions. And in Elan's case, I think safety and efficacy data suggest that the label with be broad and analyst estimates for annual sales are far lower than realistic. Take for example $173M in 2005 thrown out there by analyst lower in the thread - that is less than 9,000 patients at $20,000 estimated price/yr. That is just silly given that the same analyst says 66% patients relapse free versus 32% for next best treatments. Anyway, all IMO and FWIW. Take care, H