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

To: SI Bob who wrote (10092)	2/12/2009 1:31:26 PM
From: tom pope	Read Replies (1) \| Respond to of 10345

Tysabri company that could eventually lose out to competing therapies and will lose out to generics down the road. I think you've just done the value analysis you were looking for, and very succinctly.

To: SI Bob who wrote (10092)	2/12/2009 4:59:39 PM
From: Arthur Radley	Read Replies (1) \| Respond to of 10345

Bob, ELN management has no respect from Wall Street(and rightly so) and with the huge debt load that is coming due shortly (and they don't have the cash), you will get a better entry point. There in nothing on the horizon that is going to generate cash......other than the sale of certain assets. All just MO...but if you want some shares, I will give me a deal and free toaster. (:>)

To: SI Bob who wrote (10092)	2/12/2009 6:24:42 PM
From: IRWIN JAMES FRANKEL	8 Recommendations Read Replies (6) \| Respond to of 10345

>>but think it's come down to really having to consider this a Tysabri company that could eventually lose out to competing therapies and will lose out to generics down the road. Any drug may lose out to new and better treatments. T has the downside that it is infused. It has the upside* that it works better than any treatment approved to date. It also has the PML risk but then some of the "new and better" treatments may have that or other risks. Further, how long will it be before we have one of those better treatments? Generic tysabri? T is a Mab. I think that means it will be hard to make a generic of it and that there really is no current pathway to approval of that type of generic (yes I know I should call it a FoB). No position in ELN but a big stake in T (named Karen). ij * That is mostly my view from watching my wife improve on T. Recently, she told me that she caught herself running up the stairs - a feat that before T would have been unthinkable for her.