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Biotech / Medical : Biotech & Pharma.T.A, -- Ignore unavailable to you. Want to Upgrade?

To: zeta1961 who wrote (1628)	3/24/2006 3:07:16 AM
From: Robohogs	Read Replies (1) \| Respond to of 3722

If I had spare bucks, I would play this - only have trading line open right now as MNTA has too much of my new exposure. Will buy for a swing trade if it can move up another half buck or so. I have had my ELN exposure hedged since effective price of $13 or so. I am more negative on ramp rate for T and worried what will happen in 12-30 months time when/if first case of PML occurs. I also expect a refinancing at some point to replace debt with equity. The AD is interesting, but if one gives it a billion dollar value, it is worth more than MYGN and Neurochem together, and they are further along in AD (with weaker drugs IMHO but they do own 100% - at least MYGN does - I don't follow Neuro). So I think ELN could drift higher from here but with some event risk. Jon PS 11 days to D Day (Delivery Day)