Comments on: Betting on Tysabri

By: anna nicole smith playboy

anna nicole smith playboy — Fri, 08 Jun 2007 05:51:53 +0000

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By: TIXX

TIXX — Fri, 06 Jan 2006 14:05:29 +0000

nice call on TYSABRI

By: Anonymous

Anonymous — Wed, 30 Nov -0001 00:00:00 +0000

John,
Don’t forget to add that elan is holding its conference call on July 28. It will give the CEO a chance to update us the reviews.

By: Anonymous

Anonymous — Wed, 30 Nov -0001 00:00:00 +0000

Also, the ELN is one of the leading Nano companies. It has locked up three big drugs and the pipeline is very full. Royalties on this business are VERY HIGH.

By: BillKirn

BillKirn — Wed, 30 Nov -0001 00:00:00 +0000

Keep in mind that Tysabri will take over much of the market serviced by Avonex and much of the immunosuppression therapies presently servicing the MS population. Biogen will actually increase their market penetration and revenue even though they will loose major Avonex revenues. Minimal side affects, greater efficacy, and improved life style results will be compelling and CD will become an additional market in a year or so.

By: Anonymous

Anonymous — Wed, 30 Nov -0001 00:00:00 +0000

John
A good idea. well done.
you must change the background colour however. Good presentation standards call for a light pastel shade background and strong colour for the textual foreground. 2 other points: 1) Chairman of Elan is Kyran (Not kylan) McLaughlin
2) it would add a lot to list the actual immunosuppressant drugs for #3 and show in brackets any incidence of PML in their history

Scoby

By: Anonymous

Anonymous — Wed, 30 Nov -0001 00:00:00 +0000

I WAS AT THE ELAN AGM AND YES IT WAS VERY UPBEAT.I ASKED THE QUESTION RE BREAKEVEN EBIDTA AND WAS ASSURED BY sHANE COOKE THIS WAS STILL ON.THE NCB REPORT GIVES ME GREAT CONFIDENCE AND THE SOTP VALUATION MEANS A LIMITED RISK.

OKMICK

By: Elnbigmoe

Elnbigmoe — Wed, 30 Nov -0001 00:00:00 +0000

John, you refered neuro11111 as a good source for further reading. Neuro11111 is a short/basher. I think you meant neuro1111, who is a great source….Super post…THANKS.

By: jwu

jwu — Wed, 30 Nov -0001 00:00:00 +0000

thanks for pointing out the mistakes i made. esp you elnbigmoe, i would have created a lot of new short sellers if i had referred them to neuro11111. good eye.

just an update on what im doing right now. a lot of analysts have reduced their projections on the # of patients what will use tysabri "when" the drug is back. right now im trying to pull the numbers and see how they add up, and to see if their projections are realistic.

if anyone can point me in the right direction, that would help me alot.

also, is the white text on black background really that hard to read? i personally find it to be a lot more relaxing on the eye than black text on white bckgrnd.

By: Anonymous

Anonymous — Wed, 30 Nov -0001 00:00:00 +0000

As an employee it is great to see some measured opinion on the company and its future. With regards to Yahoo there are some serious loons on the ELN message board and they should be reported