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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?


To: A.J. Mullen who wrote (33358)1/13/2010 12:44:48 PM
From: A.J. Mullen  Respond to of 52153
 
Elan

Neurology neurodegenerative (adpd and ms), and pharmacology
20 % revenue growth flat to down costs
Headcount down 70%, 65% reduction in debt
AIP (Alzheimers) next $1billion cost cover by J&J and Pfizer, the following $1B will cost Elan 250 million. Get 50% of profits. J&J have 18(?)% stake in company.

Tysabri
Patients and revenue up by 30%.
PML is the one downside. IF JVC (50-60% population) infection then some chance of PML. Working on antibody test.
Tysabri fundamental to company. Expand indications and geography (Mexico, Brazil, Turkey..)

I don't hold this stock - Ashley