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

To: DewDiligence_on_SI who wrote (10118)	3/26/2009 10:16:02 AM
From: fred hayes	Respond to of 10345

Dew, the numbers are slippery and I'm sure you're right, but the important thing to me is that the risk seems acceptable and does not appear to be accelerating. And the news of the JV virus test may be really big if I'm not too far off base. My understanding is that all forms of the JV virus do not cause PML, only a certain subset. Wish I knew for sure. If the subset is relatively small and the test can identify it, the obvious strategy would be to withhold Ty treatment. That would eliminate the bulk of the risk, no? Wish I knew what percent of people we are talking about, and whether this might turn out to be as simple as it seems...