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

To: idos who wrote (10027)	10/30/2008 10:18:39 AM
From: rkrw	Read Replies (1) \| Respond to of 10345

I have to think the rate is going to creep up over time. At what rate would the risk/benefit no longer be acceptable?

To: idos who wrote (10027)	10/30/2008 9:16:52 PM
From: Biotech Jim	Read Replies (1) \| Respond to of 10345

Too early in the re-treatment paradigm to call a rate for PML risk. We have not reached steady state in the intent to treat population. In my view we need to understand the degree of PML risk in treatment naive, in CRAB treated and in previously immunosuppressed patients. Regardless, in so much as not having this data, we need the steady state date in the overall population. FWIW, I have been buying some biotechs like ELN by slowly averaging in, but I like more so the commodities here, like X, PCU, DVN, RIG, PTEN and similar such stocks. Over the last couple of months I was buying some banking stocks. BJ