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


To: tom pope who wrote (6256)1/16/2005 9:29:38 PM
From: zeta1961  Respond to of 10345
 
<but I hope these guys will prove to be an exception.>>

Tom, I agree with your sentiment..I saw them present at JPMorgan..confidence with humility is what I felt/saw..KM perhaps was not the most dynamic speaker I've ever seen..yet, I got the distinct impression that they have not 'laxed off' since Tysabri/over 300% pps share appreciation..Corey of JPMorgan hightlighted this at the meeting..an applause by everyone in the room ensued

I was most impressed with KM saying that Elan is not going to be a 'me too' drug developer(my paraphrase)...that it will be a first in class, significant positive contribution to diseases..

Ekman..glad I got to see him in person because on CC's I have trouble understanding him..you can't look at him and not believe every word that he speaks..imho..so honest..

My sense after the mtg was that they were confident, humble, not wanting to hype but also making a point that ELN is not just about Tysabri..their nanotech imho, is a quiet succeeder..it will be interesting to see what they do with this business...