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


To: Harold Engstrom who wrote (6020)11/20/2004 7:44:24 AM
From: quidditch  Respond to of 10345
 
Harold, <<And in Elan's case, I think safety and efficacy data....>> That is a big difference here: all we know is that all secondary endpoints were met. When (if) the one year data is released "upon approval" (as ELN has said)and if clinical results as to secondary endpoints are very persuasive (such as lesion clearance), and indicate that there will be significant impact on disease progression in the two year data, the situation could be very different from OSIP.

quid



To: Harold Engstrom who wrote (6020)11/20/2004 10:11:40 AM
From: rkrw  Read Replies (1) | Respond to of 10345
 
Tarceva label is very good.

When you see hundreds of elan yahoo posts predicting a huge run immediately after approval (which is expected), that just begs for a sell on the news :-)



To: Harold Engstrom who wrote (6020)11/20/2004 1:43:22 PM
From: rkrw  Read Replies (1) | Respond to of 10345
 
Bank of America report cites $28-30K for pricing. 2X pricing makes up for cannibalization :-)



To: Harold Engstrom who wrote (6020)11/20/2004 2:38:02 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 10345
 
>> I think that in OSIP's case the label appears to restrict the patient pool significantly below most predictions. <<

Nope.