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

To: John Metcalf who wrote (6035)	11/20/2004 9:42:57 PM
From: Robohogs	Respond to of 10345

Better efficacy means better sales to a point. The higher the price the more likely people are to stay on current therapies. It also might decrease the number of formularies which the drug gets on. Also can lead to accusations of pricing too high. Your analysis is right for BIIB by the way because every new patient not treated or coming from non-BIIB products is equivalent to one of BIIB's current patients any patient switching from BIIB is the same. Net growth. This pricing balance has been what some here have been concerned about. Jon