ELAN - 1.000 % for the LONG-time - 500 Beiträge pro Seite (Seite 33)

[bernie55]

Following the Fallen Biotech Class of 2006

By Brian Lawler September 26, 2007


Every year, several fledgling drugmakers will capture the attention of investors as important dates for their lead drugs approach. Some compounds end up flaming out in clinical testing, or fail to gain regulatory approval and shares of the drugmaker never recover. Others like Elan (NYSE: ELN) are able to rise up out of the ashes of regulatory or clinical trial disaster and continue with their operations.

Let's take a look at what's happening to some of the drugmakers whose compounds met with unceremonious disaster last year.

The meltdown
Here's a list of the biggest development stage drugmaker disasters from 2006 and how the tiny drug developers have fared since they announced their clinical trial or regulatory failures.

What Happened
Share Price Close Day Before
Share Price Today
Percentage Change

Renovis
(Nasdaq: RNVS)
Potential stroke treatment NXY-059 fails in phase 3 testing
Oct. 25 at $14.20
$3.81
(73)%

Encysive Pharmaceuticals (Nasdaq: ENCY)
FDA issues approvable letter for Thelin
March 24 at $9.08
$1.48
(84)%

Northfield Laboratories (Nasdaq: NFLD)
Blood substitute PolyHeme fails in phase 3 testing
Dec. 18 at $14.32
$2.03
(86)%

Neurocrine Biosciences (Nasdaq: NBIX)
FDA issues approvable letter for insomnia treatment indiplon
May 15 at $54.63
$10.01
(82)%

Telik
(Nasdaq: TELK)
Oncology treatment TELCTYA fails in multiple phase 3 trials
Dec. 22 at $16.26
$3.04
(81)%

http://www.fool.com/investing/high-growth/2007/09/26/followi…" target="_blank" rel="nofollow ugc noopener">

http://www.fool.com/investing/high-growth/2007/09/26/followi…

[bernie55]

16000

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.760.373 von bernie55 am 27.09.07 11:44:39

[bernie55]

Antwort auf Beitrag Nr.: 31.760.378 von Birgit.Tersteegen am 27.09.07 11:45:06

[bernie55]

Antwort auf Beitrag Nr.: 31.760.378 von Birgit.Tersteegen am 27.09.07 11:45:06

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.761.039 von bernie55 am 27.09.07 12:32:13

[bernie55]

NEW YORK, Sept. 28 /PRNewswire/



-- The under-treatment of pain is one of the most important public health issues facing the United States today, impacting the lives of an estimated one in three Americans, according to the National Pain Foundation. Unfortunately, many patients who suffer from severe chronic pain do not experience long-term relief from available treatments and key aspects of their daily lives -- including normal physical activity, employment, relationships and a multitude of other capacities -- are often severely compromised.(1)
However, hope exists for those who are suffering in the form of a sea snail. Researchers at Elan Pharmaceuticals, Inc., a wholly-owned subsidiary of Elan Corporation, plc, have harnessed the venom of the Conus magus sea snail into a non-narcotic alternative to traditional pain medications. PRIALT(R) (ziconotide intrathecal infusion), a synthetic form of a naturally occurring peptide, circumvents concerns over addiction and safety linked to opioid use.
"Chronic pain disrupts an individual's life and can add tremendous physical, emotional and economic burden," said Mary Pat Aardrup, executive director, National Pain Foundation. "Chronic pain is one of the great hidden crises of our time, made all the more urgent by the fact that treatment is often limited mainly to opioid medications that may be inadequate or inappropriate for many patients. PRIALT is an important chapter in the management of severe chronic pain that warrants intrathecal therapy."
Physicians and patients nationwide are discovering the pain-relieving capabilities of PRIALT. Dawn Campbell endured 32 surgeries to relieve severe pain in her bladder, back and legs, including removal of her uterus, ovaries and bladder.
"The pain was constant for 23 years and nothing I was using was helping to stop it," said Campbell.
After finally being treated with PRIALT, on the advice of her physician, Dr. Gladstone McDowell at Grant Medical Center at OhioHealth in Columbus, Ohio, Campbell is now living with less pain than before. Though it took time to find the correct dosage to experience relief, both Dawn and her doctor say it was worth it.
"Now I can do so much more, I have my life back," said Campbell.
Approved in 2004 for the management of severe chronic pain, PRIALT is administered through a programmable microinfusion pump that can be implanted or used externally. The pump then releases the drug on a timely basis into the fluid surrounding the spinal cord. Animal research suggests that the mechanism of action for PRIALT works by targeting and blocking N-type calcium channels on nerves in the spinal cord that ordinarily transmit pain signals.
Dr. McDowell explains, "It's a very innovative form of therapy that's very exciting. PRIALT is believed to block the pain by binding to the nerves that transmit pain. It saves you from being exposed to narcotics and you don't develop an addiction or tolerance to it."
Additionally, there are no withdrawal symptoms and patients can abruptly discontinue PRIALT, making it different than all other intrathecal pain medications available to patients.
According to the National Pain Foundation, chronic pain is a leading cause of distress and the primary cause of disability in the US and significantly affects the lives of an estimated 70 million Americans each day. The issue of chronic pain also impacts employers, insurance agencies, healthcare institutions and the U.S. economy, costing an estimated $100 billion annually.
Tragically, chronic pain is undertreated in the healthcare system at all levels, from physician offices, emergency rooms, hospitals and long-term care facilities for a variety of reasons. Pain may be under-diagnosed and under-treated because it is often considered a symptom of another illness or coined as a "get over it" ailment or as part of an injury or weakness, according to Arthur S. Meyerson of Pain Magazine. Additionally, as cited in recent news coverage, fear of legal or disciplinary actions may prevent physicians from using all available treatments, as providers and patients may be concerned about tolerance and addiction problems related to opioid treatments.

About PRIALT
PRIALT, developed by scientists at Elan, is the synthetic equivalent of a naturally occurring conopeptide found in a marine snail known as Conus magus. PRIALT is administered through programmable microinfusion pumps that can be implanted or external and which release the drug into the fluid surrounding the spinal cord. Approved for use in 2004, PRIALT was the first intrathecal analgesic approved in the U.S. in more than two decades.
PRIALT is indicated for the management of severe chronic pain in patients for whom intrathecal (IT) therapy is warranted, and who are tolerant of or refractory to other treatment, such as systemic analgesics, adjunctive therapies, or IT morphine. PRIALT is in a class of non-opioid analgesics known as N-type calcium channel blockers.
WARNING: Severe psychiatric symptoms and neurological impairment may occur during treatment with PRIALT. Patients with a pre-existing history of psychosis should not be treated with PRIALT. All patients should be monitored frequently for evidence of cognitive impairment, hallucinations, or changes in mood or consciousness. PRIALT therapy can be interrupted or discontinued abruptly without evidence of withdrawal effects in the event of serious neurological or psychiatric signs or symptoms.
Dizziness, nausea, confusional state, and nystagmus were the most frequently reported adverse events (greater than or equal to 25%) in clinical trials (N=1,254).
PRIALT(R) (ziconotide intrathecal infusion) is for use only in the Medtronic SynchroMed(R) EL, SynchroMed(R) II Infusion System and the CADD-Micro(R) ambulatory infusion pump.
Information about PRIALT, including prescribing information and comprehensive support services, is available through a toll-free number,
1-888-PRIALT-1, and at http://www.prialt.com/
(1) Testimony of Rollin M. Gallagher, MD, MPH
Congressional Briefing: The Epidemic of Pain in America
June 13, 2006
http://www.painfoundation.org/Action/Briefing061306/Gallaghe…

PRIALT

http://www.earthtimes.org/articles/show/news_press_release,1…

[Birgit.Tersteegen]

Msg: 155434 of 155523 9/28/2007 12:47:36 PM
By: okz45
October

Looking like the MONTH many of us have been looking for.

Institutional interest peeking at the right time. General Market looking favorable toward GROWTH stocks.

Tysabri beginning to raise the blockbuster flag. With BooB projecting 100.000 monthly infusions and the global market becoming reality we should start getting GUIDANCE at the Third Quarterlies scheduled probably during the third week of the month.
We are anxiously awaiting for the FDA approved protocol for P III BAP. Some had erroneously given a "sure" seven day Sept. call from impeccable sources, We should know that the FDA runs on its' own fumes. A good chance October is the month. We should have our decision from the FDA for Tysabri for CD around the middle of the month.
Corporation has been quiet suggesting a positive rathen than a negative end to 2007.

Fundamentals continue to look good for the "growth" tag for Elan

my opinion.

[Poppholz]

Schlusskurs über $21,-

[bernie55]

Davy vom 01.10.07

Attaining marketing approval for Tysabri as a MS treatment in New Zealand represents another milestone in Elan/Biogen’s international rollout schedule for the product. There are an estimated 4,000 patients with MS in New Zealand, making it
a market broadly equivalent in size to Ireland. The announcement states that Tysabri is not funded on the New Zealand Pharmaceutical Schedule and that normal doctors’ fees apply (though we understand that Elan will go through a
hospital by hospital formulary process).

The announcement sets up what should be a busy October for Tysabri newsflow. We would anticipate that the FDA will rule on the application for approval in Crohn’s Disease. The PDUFA date on this is around October 15th, i.e. the formal deadline for FDA feedback. In July, the FDA advisory committee found that the product could be recommended for approval – though the vibrant and varying discussion on the day would suggest that the conditions for approval are still contentious. We feel that Tysabri will receive approval, albeit in a subset of the addressable patient population, i.e.failures and non-responders to anti-TNF
therapy. The commercial hurdle will also be tough, and we continue to believe that the product will face considerable commercial hurdles given its restrictive labelling and increased competition in the field from other new therapies.

In late October we expect Elan to report Q3 results, detailing Tysabri uptake. Our Q3 forecast is for global Tysabri revenues of $102m, compared to $72m in Q2. Our
forecast splits between US ($66m from $47m in Q2) and non-US ($36m from $25m in Q2). By mid-October, we would expect patient numbers on the drug to total approximately 17,000.

We also anticipate that other Tysabri-type molecules should enter clinical trials between now and year-end


http://www.davy.ie/other/pubarticles/eqbrief20071001.pdf


...dem sei nichts mehr hinzuzufügen...

[bernie55]

Antwort auf Beitrag Nr.: 31.802.139 von bernie55 am 01.10.07 11:13:12

Attaining marketing approval for Tysabri as a MS treatment in New Zealand represents another milestone in Elan/Biogen’s international rollout schedule for the product.


MS treatment Tysabri wins approval in New Zealand

Fri Sep 28, 2007 11:06am EDT

NEW YORK, Sept 28 (Reuters) - Biogen Idec Inc (BIIB.O: Quote, Profile, Research) and partner Elan Corp (ELN.I: Quote, Profile, Research) said their drug Tysabri has been approved in New Zealand for treatment of the relapsing remitting form of multiple sclerosis.

The approval was based on favorable results of a two-year late-stage trial of the medicine, the companies said in a release, noting that an estimated 4,000 people in New Zealand are affected by MS.

The progressive disease -- which can lead to varying levels of paralysis, visual problems and other serious complications -- is caused by damage to the fatty myelin sheath that insulates nerves and helps neurons carry electronic messages.

The drugmakers said clinical data show the medicine, after two years of use, reduced by 68 percent the annual number of relapses in flare-ups of the disease compared to placebo and reduced the risk of disability progression by 42 percent.

http://www.reuters.com/article/marketsNews/idUKN281979942007…

[Poppholz]

Antwort auf Beitrag Nr.: 31.802.175 von bernie55 am 01.10.07 11:16:14

Oh Bernie, Ihr wisst doch, dass wir keine guten Nachrichten haben wollen.

[bernie55]

Antwort auf Beitrag Nr.: 31.804.375 von Poppholz am 01.10.07 14:45:00

...isch weissss.

[Poppholz]

gab ja doch noch ein grünes Ende und das bei steigender Tendenz in den letzten Stunden.

(sollte jetzt wirklich die Zeit der Manipulation vorbei sein?)

[Poppholz]

London und Irland sind bereits über €15,-.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.804.726 von bernie55 am 01.10.07 15:15:00

Bernie,Du sollst Dich doch nicht immer SOOO aufregen

oder Elan muss die blutdrucksenkenden Mittel auch noch in die Pipeline aufnehmen....GRÜSSE

[bernie55]

Antwort auf Beitrag Nr.: 31.813.883 von Birgit.Tersteegen am 02.10.07 10:21:41

..ich heiß doch nicht, Holger...

Wo ist er überhaupt ????

[Poppholz]

Antwort auf Beitrag Nr.: 31.814.325 von bernie55 am 02.10.07 10:53:45

der schaut wahrscheinlich erst in 3 Jahren wieder auf den Chart.

(auf Anraten seines Arztes)

[Poppholz]

Frankfurt ist übrigens jetzt auch mit den DRX und EAN über €15,- gestiegen.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.814.325 von bernie55 am 02.10.07 10:53:45

...ich mach mir auch etwas Sorgen--seit dem Tag des Einbruchs-Mitte August-war er nicht mehr WO-mässig online + BM mässig reagiert er auch nicht mehr---Du hast doch seine Tel.Nr--ruf doch mal an...

[bernie55]

Antwort auf Beitrag Nr.: 31.814.495 von Birgit.Tersteegen am 02.10.07 11:07:45

..Telefonnummer habe ich leider nicht mehr..

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.814.739 von bernie55 am 02.10.07 11:25:20

Schade--aber komisch ist es schon mit ihm.....?

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.702.061 von Birgit.Tersteegen am 23.09.07 09:30:41

...nicht nur Tysabri wird mit PML in Verbindung gebracht - allerdings wird in der Öffentlichkeit kein anderes Medikament mehr mit dieser meist tödlichen Erkrankung identifiziert als Tysabri. Dies hat jedoch m.E. weniger mit der PR von Elan zu tun als mit der negativen PR durch andere Kanäle - möglicherweise stehen diese in einer Verbindung zur Konkurrenz, welche sich in dieser Angelegenheit einig sein dürfte: so lange Tysabri mit PML in Verbindung gebracht wird, dürfte der Marktanteil der CRABs nicht massiv einbrechen!

http://www.247wallst.com/2006/12/biogenidec_gene.html


Biogen-Idec & Genentech Trading Down on Rituxan Death Reports
by Jon C. Ogg
December 18, 2006

Biogen Idec Inc. (BIIB) and Genentech, Inc. (DNA) are issuing a DEAR HEALTHCARE PROVIDER letter to physicians and other prescribers, including rheumatologists, neurologists, oncologists, hematologists, dermatologists, nephrologists, oncology nurses and oncology pharmacists, regarding updated safety information for Rituxan®. The letter is currently posted on the Genentech, Inc. website. The letter informs healthcare providers that two cases of progressive multifocal leuklencephalopathy (PML) resulting in death, have been reported in patients receiving Rituxan® for treatment of Systemic Lupus Erythematosus (SLE). Rituxan is not approved for the treatment of SLE.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.815.886 von Cyberhexe am 02.10.07 12:53:22

....so ist es wohl!

Allerdings-und da unterscheiden wir Beide uns in der Einschätzung-finde ich, dass man als Firma mit einer geschickten PR dem etwas entgegen setzen muss;und wenn es lanciert über andere Kanäle wird.... Netten Gruss an Dich!

[bernie55]

..nun ein bisschen Zeitvertreib.....

Realtime USA : 21,49 -21,52

[bernie55]

Antwort auf Beitrag Nr.: 31.819.474 von bernie55 am 02.10.07 16:40:59

Aktuelle Wechselkurse:
1 EUR = 1,41480 USD (02.10. 16:44)

21,52 USD = 15,21 €

[bernie55]

Tuesday October 2, 8:52 am ET

Analysts Say Sales of MS Drug Tysabri Will Disappoint Biogen Idec and Elan

NEW YORK (AP) -- Shares of drug maker Elan Corp. PLC rose in premarket electronic trading Tuesday, but two analysts voiced concerns about sales of Tysabri, a multiple sclerosis drug Elan codeveloped with Biogen Idec Inc.



Friedman Billings Ramsey analyst David Amsellem began covering Elan with an "Underperform" rating, and set a 12-month price target of $13 per share.

About 13,000 patients were using Tysabri as of July, he said, and the drug could fall short of Biogen's expectations.

"Elan's partner, Biogen Idec, has said that it expects 100,000 patients to be on Tysabri by the end of 2010, but with monthly sales data showing flattening trends, we question this estimate," he said.

Amsellem also said few doctors will use Tysabri as a treatment for Crohn's disease. He thinks Elan will report $641 million in Tysabri revenue in 2009, but said other analysts expect about $1 billion.

The stock rose 14 cents, to $21.42 premarket from a Monday closing price of $21.28.

Credit Suisse analyst Michael Aberman agreed that Biogen's management is too optimistic about Tysabri sales, and downgraded Biogen shares to "Underperform" from "Neutral." He said sales of Biogen's rheumatoid arthritis treatment Rituxan and its MS drug Avonex are also at risk.

Aberman raised his target price to $59 from $53, but said the stock price has been driven up by a rumored buyout that he says is unlikely.

Biogen shares finished at $67.94 Monday, and set an annual high of $69 last week.

http://biz.yahoo.com/ap/071002/elan_ahead_of_the_bell.html?.…



....Analyst Bill(ings) Ramsey sieht nur trockene Zahlen und nicht das ,was sich hinter ELAN verbirgt......ok......aber...

...die Analysten werden Augen bekommen, wenn TY für CD zugelassen wird und das Alziprogramm in die dritte Phase gehen wird....dann wird er mit seinem 13 USD target große Probleme bekommen...


..ob er mit seinen 13 USD target nicht zu hochgegriffen hat ???

[Birgit.Tersteegen]

ANALysten eben--irgendwie eine überflüssige Zunft....

[GuHu1]

aber das mit den analysten ist doch bekannt.

[bernie55]

JOB- ANGEBOTE bei ELAN ( all over the world) u.a. mit folgenden Anforderungen:

Education and Experience
' Medically qualified - MD.
' CNS expertise - ideally Neurologist, Neuropsychiatrist, or possibly Immunologist or Internal Medicine specialities preferred.
' Likely to have 5-7 years pharma/biotech industry experience, although there is flexibility on this score. This will encompass both Medical Affairs and Clinical Development.
' Experience in Alzheimer's disease, Multiple Sclerosis or Parkinson's Disease.

http://www.indeed.com/jobs?q=alzheimer%27s+elan&l=

[bernie55]

SCHALKE 2:0 SIEG IN TRONDHEIM...

[surga]

wow, was ist los heute?

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.845.363 von surga am 04.10.07 18:07:25

...Wir sind GUT!!

[bernie55]

7th Annual Large Cap Pharmaceutical Conference

6th - 7th November 2007
Credit Suisse
20 Columbus Courtyard
London
E14 4QJ

Tuesday, 6th November 2007


GlaxoSmithKline
Andrew Witty - President, Pharmaceuticals Europe

AstraZeneca
David Brennan - Chief Executive Officer

NovoNordisk
Jesper Brandgaard - Chief Financial Officer, Head of International Operations
Jesper Hoiland - Senior Vice President, International Operations

Elan
Kelly Martin - President, Chief Executive Officer
Shane Cooke - Executive Vice President, Chief Financial Officer
Lars Ekman - Executive Vice President, Research and Development


http://www.csfb.com/conferences/pharma2007/client/agenda.sht…

[Poppholz]

heute werden wir die $22,- Marke überwinden und in ein grünes Wochenende starten.

Momentan macht die Chart-Schau mal wieder richtig Spass.

Allerdings wird in FFM fast gar nicht gehandelt.

[koenec]

bin mal gespannt was es noch geben wird, naja hoffe das es weiterhin aufwärts geht

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.856.008 von koenec am 05.10.07 15:11:56

Willkommen!

[Poppholz]

Antwort auf Beitrag Nr.: 31.856.008 von koenec am 05.10.07 15:11:56

Langfristig wird der Kurs weiter steigen, kurz- und mittelfristig ist alles möglich.

Haben wir in der Vergangenheit schon oft erlebt.

Wenn Du also nicht unbedingt (kurzfristig) auf die Kohle angewiesen bist, bringt die Aktie schon eine Menge Spass.

(ist natürlich nur meine Meinung und soll keine Kauf- oder Verkaufsempfehlung darstellen)

[Poppholz]

Antwort auf Beitrag Nr.: 31.856.487 von Poppholz am 05.10.07 15:35:08

zum heutigen Beginn sind wir erst einmal wieder im grünen Bereich.

Schlusskurs für heute: $22,07 (geschätzt)

[Poppholz]

Antwort auf Beitrag Nr.: 31.856.487 von Poppholz am 05.10.07 15:35:08

wir sind über $22,00

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.856.546 von Poppholz am 05.10.07 15:37:50

[surga]

Antwort auf Beitrag Nr.: 31.858.507 von Birgit.Tersteegen am 05.10.07 17:14:20

sehen wir am Montag 23$?

[Birgit.Tersteegen]

Jetzt wirds ernst...Elan schreibt Stellen für die Vermarktung des Alzheimer Medikaments aus----zudem gibt es Gerüchte,dass die Testphasen dafür verkürzt werden könnten und Phase 2 + 3 ineinander übergehend konstruiert werden könnten----WIR WERDEN ES BALD WISSEN

Msg: 157393 of 157408 10/6/2007 10:25:43 AM Recs: 17 Sentiment: Not Disclosed
By: lndmvr
Strategic Marketing Alzheimer's Disease

Here we go. The Leader + 3-4 Staff. The first 2 Job Duties say it all. Too Easy!


Job Title: Senior Director/Team leader - Strategic Marketing Alzheimer's Disease
Req #: 5170901
Location: New York NY

Primary Objective of Position:
Leader of US Alzheimer's program marketing team ' responsible for all aspects of US commercial planning for new immuno-therapeutics within the Elan-Wyeth Partnership. Located in New York. 3-4 direct reports overtime.

Major Duties and Responsibilities:
-US Team Leader of Alzheimer's program marketing team ' oversees preparation market development activities, and eventual introduction of a breakthrough biologic therapy, with potential to change the treatment paradigm for Alzheimer's disease.
-Guide preparation and efficient execution of a comprehensive US anticipated launch strategy for a new bio-therapeutic.
-Co-lead the AIP Alliance marketing working group with responsibility to ensure that all market development and promotional efforts are strategically sound, efficient, and based upon rigorous analytics.
-Secure senior leadership endorsement of launch plans and resourcing to maximize product value generation for Elan/Wyeth.
-Support a strong Alliance partnership through frequent communication, and respectful representation of Elan interests with designated counterparts at Wyeth.
-Provide strong customer insights on the US Neurodegeneration market to support Elan drug Discovery and Development efforts.
-Contribute to the development of operating excellence within the Elan Neurodegeneration commercial group by maintaining high standards of professionalism, and active contribution increase the organizational effectiveness of the group.

Minimum Job Qualifications:
B.S. Degree as minimum. Graduate level academic attainment in Science or Business Administration preferred.
Skills and Abilities:
-Results-oriented marketing professional with 10+ years experience and technical capability in developing global strategy and operational marketing in Specialty Neuro-science and/or Bio-therapeutics (Oncology/Immunology, Virology).
-Evidenced leadership skills in managing a high performance team to successful launch of a revolutionary new therapeutic.
-Depth of experience to provide insightful, and innovative strategic thinking across the US pharmaceutical commercialization spectrum including: professional, consumer, and managed markets customers.
-Excellent written, and oral communications skills, with demonstrated ability to influence and guide execution of winning brand plans, and secure endorsement of plans by Senior Leadership.
-Ability to align across the organization and Alliance partner (Wyeth), to gain support from peer group leaders in key functions, to mobilize the Elan/Wyeth organization for a successful launch.
-Team-oriented approach to delivering business results in a manner which exemplifies the highest standards of business ethics and respect for people.
-Ability to assimilate highly scientific information and interact comfortably with thought leaders in Alzheimer's disease and Immunotherapeutics.

[koenec]

Antwort auf Beitrag Nr.: 31.870.754 von Birgit.Tersteegen am 06.10.07 19:00:36

das ist eine super nachricht, hoffe das die kurse stark aufwärts gehen werden

mir hat ein neurologe die aktien empfholen

[noogmann]

Moin
na dann auf eine grüne Woche

gruß Noogmann

[Nostarowie]

Mahlzeit,
bin wieder dabei sieht gut aus...Mordsdreieck....



außer rand und band kauft man sich noch um den Verstand

[Poppholz]

gab gestern Abend noch einen schönen Schlussspurt.

[Poppholz]

Antwort auf Beitrag Nr.: 31.905.406 von Poppholz am 09.10.07 07:44:19

After Hours $22,50

[surga]

http://biz.yahoo.com/bw/071009/20071008006097.html?.v=1

Elan Announces Webcast of Third Quarter 2007 Financial Results

DUBLIN, Ireland--(BUSINESS WIRE)--Elan Corporation, plc announced today that it will host a conference call on Thursday, October 25, 2007 at 8:30 a.m. Eastern Time (ET), 1:30 p.m. British Summer Time (BST) with the investment community to discuss Elan's third quarter 2007 financial results, which will be released before the U.S. and European financial markets open.

..................

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.905.515 von surga am 09.10.07 08:19:00

Das wird spannend!

[Birgit.Tersteegen]

Msg: 157784 of 157788 10/9/2007 12:42:22 AM Recs: 8
By: biobetter
Dr Boxer runs Elan's UCSF aab-001 trials is on Wed panel that discusses disease-modifying drugs in development that have the potential to redefine the impact of Alzheimer's disease

Therapeutic Workshop Details
CNS: Alzheimer's Disease - Novel Mechanisms and Targets Renewing the Future for Patients
Wednesday, October 10, 2007

Alzheimer's disease now afflicts some 4.5 million Americans, a number expected to increase to 16 million by 2050. The cost to treat victims has already hit $100 billion a year, ranking behind only heart disease and cancer. Many new medicines and molecules in development for AD are moving from the lab to the clinic, addressing novel targets, the underlying mechanisms of disease and its pathology. Hear from about the disease-modifying drugs in development that have the potential to redefine the impact of Alzheimer's disease.

Moderators

Elemer Piros, PhD; Senior Biotechnology Analyst, Acumen BioFin, a Division of Rodman & Renshaw, LLC
Panelists

Adam Boxer, MD, PhD; Assistant Professor of Neurology; Alzheimer's Disease Research Center, University of California, San Francisco, Vera and John Graziadio Scholar in Alzheimer?s Disease Research,
Lauren C. Costantini, PhD; Vice President Clinical Development, Accera, Inc.
J. Donald deBethizy, Ph.D.; President and Chief Executive Officer, Targacept, Inc.
W. Scott Harkonen, MD; President and Chief Executive Officer, CoMentis, Inc.
David T. Hung, MD; President and Chief Executive Officer, Medivation, Inc.

http://investorforum.bio.org/opencms/bif/2007/program/worksh…

[bernie55]

GUTEN MORGEN

..so , hier noch einmal die Ereignisse der nächsten Wochen,die ELAN Richtung Norden katapultieren werden:

- Tysabri CD approval
- Bekanntgabe der Alz II Ergebisse
- Bekanntgabe der Alz III Phase
- die 3. Quartalszahlen ( Zahlen der MS Patienten mit TY)

...na dann mal anschnallen und los....

[Poppholz]

London und Irland stehen bereits über €16,-.

Wenn jemand in FFM seine ADR verkaufen würde, hätten wir dort auch eine Kurs von über €16,-.

Aber zu diesen Kursen verkauft doch wohl niemand.

[bernie55]

Antwort auf Beitrag Nr.: 31.906.856 von Poppholz am 09.10.07 10:27:39

FRANKFURT:

Geld
16,07

Brief
16,12

Zeit
09.10. 10:45

Geld Stk.
2.100

Brief Stk.
2.100

[Poppholz]

Antwort auf Beitrag Nr.: 31.907.155 von bernie55 am 09.10.07 10:47:02

und keiner verkauft.

[bernie55]

Antwort auf Beitrag Nr.: 31.907.358 von Poppholz am 09.10.07 11:00:04

und keiner verkauft. YEPP....

Aber warum auch ???
Alle Long-Investierte a la PBB Company haben investiert, weil sie auf News warten, die ab Oktober 07 zu erwarten sind...

..und wenn sie kommen, dann heißt es........aaaannnnnnschnallen.....

[bernie55]

( 903801)

16,12 €

+1,70% [+0,27]


871331

Geld
16,14
Brief
16,22

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.907.569 von bernie55 am 09.10.07 11:14:19

Moin! Ob wir heute FDA-mässig was hören??

[bernie55]

Antwort auf Beitrag Nr.: 31.907.683 von Birgit.Tersteegen am 09.10.07 11:21:16

Moin! Ob wir heute FDA-mässig was hören??



..vielleicht.........vielleicht auch nicht...

[Poppholz]

Antwort auf Beitrag Nr.: 31.907.733 von bernie55 am 09.10.07 11:23:41

seeeeeeeeeeeehr gute Antwort.

[Poppholz]

Antwort auf Beitrag Nr.: 31.907.683 von Birgit.Tersteegen am 09.10.07 11:21:16

mein Tipp ist der Freitag.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.909.438 von Poppholz am 09.10.07 13:20:58

...aber das wäre doch wirklich peinlich für die FDA.....

[bernie55]

Antwort auf Beitrag Nr.: 31.909.480 von Birgit.Tersteegen am 09.10.07 13:24:00

Peinlichkeiten hin, Peinlichkeiten her....

..die Hauptsache ist - die BIG POINTS kommen.....



USA REALTIME:

22,55 - 22,77

[Poppholz]

Antwort auf Beitrag Nr.: 31.909.480 von Birgit.Tersteegen am 09.10.07 13:24:00

...aber das wäre doch wirklich peinlich für die FDA.....

ich glaube da stehen die drüber.

Wie wir auch schon in anderen Investments gesehen haben, brauchen die nicht einmal Gründe um ein Medikament nicht zuzulassen.

[bernie55]

REALTIME USA:

22,73 - 22,88


23 USD wir kommen !!!!!

[bernie55]

23rd Congress of the European Committee for the Treatment and Research in Multiple Sclerosis (ECTRIMS) & 12th Annual Conference of Rehabilitation in MS (RIMS)


AcknowledgementsThe Organising Committee wishes to express its thanks and appreciation to the sponsors, who – without putting influence on the scientific programme – have generously contributed to the success of the ECTRIMS 2007.

Bayer Schering Pharma AG

Biogen Idec

Biogen Idec/Elan

Merck Serono S.A.

MS Forum

Novartis Pharma AG

Teva Pharmaceutical Industries & sanofi-aventis

http://www.akm.ch/ectrims2007/

[bernie55]

Antwort auf Beitrag Nr.: 31.912.271 von bernie55 am 09.10.07 16:02:57

11.10. - 14.10.07 in Prag

Friday, October 12, 2007
15:30 - 17:00 Immunology 1
Effect of natalizumab on counts and function on natural regulatory T-cells in patients with multiple sclerosis
P 129
M. Kumar, N. Putzki, H. Grosse-Wilde, E. Kreuzfelder (Essen, D)

18:30 - 18:45 Urgency to treat: can we modify the course of MS? (Congress Hall)
Advancing the treatment paradigm of MS: optimal use of natalizumab 64
D. Stefoski (Chicago, USA)

Saturday, October 13, 2007
14:00 - 14:20 Update on new treatments (Congress Hall)
Monoclonal antibodies 83
H-P. Hartung (Dusseldorf, D)

15:30 - 17:00 Economic burden
Economic analysis of treatment of multiple sclerosis with Tysabri alternative to standard disease-modifying drugs in Norway P 860
B. Svendsen, J.H. Aarseth, H. Nyland, K-M. Myhr (Bergen, N)

15:30 - 17:00 Immunology 2
Effect of natalizumab on B lymphocytes in patients with multiple sclerosis P 530
N. Putzki, M. Kumar, H. Grosse-Wilde, E. Kreuzfelder (Essen, D)

15:30 - 17:00 Immunomodulation 2
The effect of plasma exchange in accelerating clearance of natalizumab in patients with multiple sclerosis: results of the PLEX study P 576
B. Khatri, R. Fox, A. Koo, S. Jurgensen, R. Kim, M. Panzara, G. Giovannoni (Milwaukee, Cleveland, Cambridge, USA; London, UK)

15:30 - 17:00 Immunomodulation 2
Natalizumab increases the number of circulating CD34+ cells in the peripheral venous blood of multiple sclerosis patients P 568
D. Toutzaris, F. Zohren, R. Haas, H.-P. Hartung, B.C. Kieseier (Dusseldorf, D)

15:30 - 17:00 Immunomodulation 2
Efficacy and safety of natalizumab as escalation and de-escalation therapy in relapsing-remitting multiple sclerosis P 569
N. Putzki, K. Kollia, Z. Katsarava, R. Weber, E. Igwe, S. Woods, H. Diener (Essen, D)

15:30 - 17:00 Neuropsychology
Multiple sclerosis related fatigue improves after treatment initiation with natalizumab P 756
N. Putzki, K. Kollia, Z. Katsarava, S. Woods, E. Igwe, H. Diener (Essen, D)

15:30 - 17:00 Immunomodulation 2
Effect of natalizumab on regulatory T-cells: analysis of frequency, migratory behaviour and suppressive capacity of two natural Treg populations in vitro and ex vivo P 560
M.P. Stenner, A. Waschbisch, D. Buck, H. Einsele, K.V. Toyka, H. Wiendl (Wurzburg, D)

15:30 - 17:00 Differential diagnosis
Clinical and MRI characteristics of progressive multifocal leukoencephalopathy [PML]: comparison with relapsing-remitting multiple sclerosis P 740
A. Boster, I. Zak, C. Endress, S. Hreha, F. Bao, C. Caon, A. Tselis, J. Vasquez, K. Tyler, M. Racke, O. Khan (Detroit, Denver, Columbus, USA)

15:30 - 17:00 Immunomodulation 2
First natalizumab therapy survey on multiple sclerosis patients treated P 559
I. Pesci, L. Manneschi, A. Guareschi, E. Montanari (Fidenza, I)

15:30 - 17:00 Differential diagnosis
Progressive multifocal leukoencephalopathy [PML] in a patient treated with rituximab P 733
I. Slesari, P. Tassan, H. Cambon, T. Manzouni, O Heinzlef (Poissy, F)

15:30 - 17:00 Immunomodulation 2
The kinetics of brain atrophy during the first year of treatment with natalizumab P 563
E. Fisher, R. Rudick, C.M. Dalton, D. MacManus, D.H. Miller, N. Lucas, A. Hulme, M. Panzara (Cleveland, USA; London, UK; Cambridge, San Diego, USA)

15:30 - 17:00 Immunomodulation 2
Impact of natalizumab on multiple sclerosis severity: analysis of patients and subgroups from the AFFIRM study using the Multiple Sclerosis Severity Scale P 566
J. Herbert, L. Kappos, G. Giovannoni, E. Havrdova, M. Hutchinson, F. Lublin, D. Miller, P. O'Connor, J.T. Phillips, C.H. Polman, A. Wajgt, J. Bacon, I. Kister, A. Pace, M. Panzara (New York, USA; Basel, CH; London, UK; Prague, CZ; Dublin, IRL; Toronto, CAN; Dallas, USA; Amsterdam, NL; Katowice, PL; Cambridge, USA)

15:30 - 17:00 Immunomodulation 2
CD4+ T-cells counts and Th1/Th2 cytokine production after natalizumab treatment in multiple sclerosis patients P 562
E. Havrdova, H. Mareckova, I. Kovarova, E. Krasulova (Prague, CZ)

15:30 - 17:00 Immunomodulation 2
Delayed infusion reactions in patients with relapsing-remitting multiple sclerosis receiving natalizumab: clinical signs and handling. A report of three cases P 570
K. Hellwig, M. Fischer, A. Chan, A. Haghikia, S. Schimrigk, R. Gold (Bochum, D)

15:30 - 17:00 Immunomodulation 2
Three cases of herpes reactivation in MS patients on natalizumab monotherapy P 561
I. Kister, J. Herbert (New York, USA)

15:30 - 17:00 Imaging 2
Neuroprotective benefits of therapies can be masked by dehydration effects when using MRI brain atrophy outcomes in clinical trials P 602
A. Traboulsee, D. Li, A. Mackay (Vancouver, CAN)

15:30 - 17:00 Immunomodulation 2
Use of natalizumab in patients with relapsing multiple sclerosis: updated safety results from TOUCH™ and TYGRIS P 565
M. Panzara, G. Belcher, M. Kooijmans, R. Kim, F. Lynn, C. Bozic (Cambridge, USA)

15:30 - 17:00 Immunomodulation 2
Safety of natalizumab upon re-dosing: preliminary results from the STRATA study P 564
P. O'Connor, A. Goodman, L. Kappos, F. Lublin, D. Miller, C. Polman, R. Rudick, N. Lucas, R. Kim, A. Abdul-Ahad, M. Panzara (Toronto, CAN; New York, USA; Basel, CH; London, UK; Amsterdam, NL; Cleveland, Cambridge, USA; Zug, CH)

15:30 - 17:00 Immunomodulation 2
Natalizumab increases the proportion of patients with multiple sclerosis who are disease-free P 567
E. Havrdova, G. Giovannoni, M. Hutchinson, L. Kappos, F. Lublin, D.H. Miller, P. O'Connor, J.T. Phillips, C.H. Polman, A. Wajgt, A. Pace, R. Kim, M. Panzara (Prague, CZ; London, UK; Dublin, IRL; Basel, CH; New York, USA; Toronto, CAN; Dallas, USA; Amsterdam, NL; Katowice, PL; Cambridge, USA)

17:00 - 17:20 Management of side effects and dangers of immunotherapies (Congress Hall)
JC [PML] virus and natalizumab 104
E. Major (Bethesda, USA)

[Poppholz]

auch immer wieder schön zu betrachten ist die Kursentwicklung, die die Jungs von stock100.com voraussagen:



(allerdings ist der Chart immer zu klein)

[Poppholz]

Antwort auf Beitrag Nr.: 31.912.634 von Poppholz am 09.10.07 16:20:27

aktuell taxen wir in den USA bei $22,60 zu $22,63.

Bin gespannt wie lange der Kurs noch unten gehalten werden kann.

[Poppholz]

Antwort auf Beitrag Nr.: 31.912.671 von Poppholz am 09.10.07 16:21:55

der Kurs hat dann doch noch ins Minus gedreht.

Die nächsten Tage werden noch sehr interessant werden.

[bernie55]

Antwort auf Beitrag Nr.: 31.912.355 von bernie55 am 09.10.07 16:06:54

..ein Kommentar von DAVY zur ECTRIMS Konferenz (11.10. - 14.10.07 in Prag )

The safety profile of Tysabri will be further explored in several presentations and posters by Elan/Biogen Idec at this year's European Committee for the Treatment and Research in Multiple Sclerosis (ECTRIMS) conference, being held in Prague
from October 11th to 14th.
Latest updates from the ongoing safety studies, TOUCH and TYGRIS, will be presented. The TOUCH risk management is specifically instituted to prevent at-risk patients from being prescribed Tysabri; it also marks the occurrence of any PML or
serious opportunistic infections in the patient population. The TYGRIS study is a 5,000-patient safety evaluation that will report every six months for the next five years.
Among other studies, results from the PLEX study will outline how effective plasma exchange may be in accelerating the clearance of Tysabri, should this be required.
In addition, preliminary results will be provided on the STRATA study that specifically investigates the safety of Tysabri upon re-dosing.

Benign outcomes from these and the other presentations being made (through October 12th-13th) can support Tysabri's positioning in the market and continue to build the confidence of neurologists!!!! in the safety profile of the drug.


Zum Approval von Tysabri für MC:

As we noted last week, a FDA decision looms (around October 15th) on the approval of Tysabri as a treatment for Crohn's Disease. We think that Tysabri will receive approval , albeit in a sub-set of the addressable patient population, i.e. failures and non-responders to anti-TNF therapy.
We also believe that the product will face considerable commercial hurdles given its restrictive labelling and increased competition in the field from other new therapies. Our own forecasts call for 2010 revenues of c.$200m, the bulk of this in the US market.

http://www.davy.ie/other/pubarticles/eqbrief20071010.pdf

[bernie55]

Antwort auf Beitrag Nr.: 31.921.605 von bernie55 am 10.10.07 10:29:31

...und nun auch ein Kommentar von Goodbodys zur ECTRIMS Konferenz (11.10. - 14.10.07 in Prag )

Elan (Add, Closing Price $22.33);

MS news to the fore as ECTRIMS conference starts Thursday.

Analyst: Ian Hunter T [phone] E [e-mail]

The 23rd Congress of the European Committee for the Treatment and Research in Multiple Sclerosis (ECTRIMS) kicks off in Prague this Thursday. Expect all interested parties to be issuing releases on the relative superiority of their various products, whether already on the market or still in the pipeline. Of interest to those following Elan, on Thursday afternoon, researchers will report on "the effect of plasma exchange in accelerating clearance of natalizumab in patients with multiple sclerosis" (results from the PLEX study). Such a therapy is the first stage in a proposed protocol for the treatment of patients, should they contract PML under Tysabri. If reported to be successful, it would go some way to further lowering the safety risk perceived by prescribing physicians. On the afternoon of Saturday the 13th, there will be a number of posters presented on a range of subjects relating to Tysabri. These include: (i) an update on the safety profile of Tysabri, provided by feedback from the TOUCH and TYGRIS programmes; (ii) the safety of Tysabri on re-dosing; (iii) the results of the first therapy survey on treated patients; and (iv) the efficacy and safety of Tysabri in escalation and de-escalation therapy. There will also be posters on Tysabri's effect on regulatory T-cells, its impact on MS severity (data from the AFFIRM study) and delayed infusion reactions (report on three cases). On the same day, there will be a presentation on the JC virus and natalizumab (Tysabri) in a "Hot topics" session. Positive results from the PLEX study and a continued lack of PML in the patient population receiving Tysabri will help the process of rebuilding the safety profile of the drug.

The efficacy remains unquestioned.

[Birgit.Tersteegen]

Ich möchte WIRKLICH mal wissen, wonach der Makler hier die Taxen setzt...ob es eine Korrelation zu seinem Alkoholkonsum des Vorabends gibt????

[bernie55]

Antwort auf Beitrag Nr.: 31.923.352 von Birgit.Tersteegen am 10.10.07 12:30:56

22,33 USD = 15,79 €

Aktuelle Wechselkurse:
1 EUR = 1,41420 USD (10.10. 12:49)

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
FRANKFURT:
09:40:52 - G 15,47 ..nur der GELD KURS !!!


FRANKFURT aktuell:

Geld
15,70
Brief
16,20

Zeit
10.10. 12:45

[bernie55]

Antwort auf Beitrag Nr.: 31.923.352 von Birgit.Tersteegen am 10.10.07 12:30:56

erst.........oooooooohhhmmmmmmmm....dannnnnn...........dannnn..... und dannnn......


....keep cool, baby.....


..schöne Grüße...

[bernie55]

Antwort auf Beitrag Nr.: 31.923.693 von bernie55 am 10.10.07 12:56:18

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.923.899 von bernie55 am 10.10.07 13:09:01

[Poppholz]

Antwort auf Beitrag Nr.: 31.923.650 von bernie55 am 10.10.07 12:53:15

eben. Zu dem Kurs ist keine einzige Aktie über den Tresen gegangen. Ist halt nur das Gebot des MM gewesen.

(hätte ja klappen können)

London und Irland pendeln sich um die €16,- ein, nachdem heute noch einmal nach STOP LOSS Marken gefischt wurde.

[Poppholz]

USA taxt momentan übrigens $22,60 zu $22,63

[Birgit.Tersteegen]

...dieses ewige Warten auf die Fed macht diese Behörde--v.a. nach der Dendreon - Entscheidung bei mir total unbeliebt...:O---irgendwie hab´ich heute schlechte Laune---wahrscheinlich fehlt mir die 13 Euro Party mit Euch....und nun sind wir schon bei 16€..... Alles wird gut + immer besser...

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.927.583 von Birgit.Tersteegen am 10.10.07 17:00:46

Hallo Birgit,
auch wenns mal wieder länger dauert , bin ich dennoch sehr zuversichtlich, dass die FDA spätestens am Montag Tysabri für die Behandlung von MC zulassen wird, zumal bei dem 13:4 Votum der Expertenrunde auch der einzige Biostatistiker, James Neaton, für eine Zulassung gestimmt hat.

keep cool
ch

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.929.189 von Cyberhexe am 10.10.07 18:42:29

thanks!Grüsse !

[Birgit.Tersteegen]

Msg: 158254 of 158264 10/10/2007 3:09:22 PM
By: JBWIN
S&P Revises ELN Outlook to Positive

More to come

[GuHu1]

mal was von thestreet, AF.
stells einfach mal rein obwohl ich nicht viel darauf gebe.

voller artikel:
http://www.thestreet.com/s/alzheimers-drug-stocks-may-be-wor…
tml?puc=_cnnmoney&cm_ven=CNNMONEY&cm_cat=Free&cm_pla=Feed&cm_ite=Feed&puc=cnnmoney&" target="_blank" rel="nofollow ugc noopener">http://www.thestreet.com/s/alzheimers-drug-stocks-may-be-wor…
tml?puc=_cnnmoney&cm_ven=CNNMONEY&cm_cat=Free&cm_pla=Feed&cm_ite=Feed&puc=cnnmoney&



........Elan (ELN - Cramer's Take - Stockpickr) and Wyeth (WYE - Cramer's Take - Stockpickr - Rating):

It's been a relatively quiet time for bapineuzumab, the Alzheimer's drug being developed by a partnership between Elan and Wyeth. As I've said before, this is probably the most discussed -- and mysterious -- AD drug currently in development.

In May, the two companies announced plans to start a phase III study of bapineuzumab before the end of the year. Neither company was present at last week's ThinkEquity conference, but the chatter among some investors was that a final phase III trial design has been completed, and Elan and Wyeth have set a date for a meeting to brief investigators who will be enrolling patients into the study.

I call bapineuzumab mysterious because the phase III study will likely begin before anyone outside of Elan and Wyeth see data from the drug's phase II study. Given the high expectations for this drug, the public presentation of this phase II data is shaping up to be one of the big biotech events of next year.

Right now, the best guess is for phase II bapineuzumab data to be presented sometime in the middle of 2008.
.............

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.931.957 von Birgit.Tersteegen am 10.10.07 21:37:35

Msg: 158293 of 158296 10/10/2007 5:05:04 PM
By: gridlock
pharmalive comments



S&P: Elan Corp. Outlook Revised to Positive on Increasing Sales of Key Product


NEW YORK, Oct. 10, 2007--Standard & Poor's Ratings Services said today it revised its outlook on Elan Corp. PLC to positive from stable and affirmed the ratings on the company and its subsidiaries, including the 'B' corporate credit rating.

The outlook revision reflects the increasing sales of Dublin, Ireland-based Elan's key product, the multiple sclerosis (MS) treatment, Tysabri. Although continued losses and negative cash flow remain concerns, Standard and Poor's believes that the current sales momentum of Tysabri will enable Elan to turn profitable and cash flow positive in the near-to-intermediate term. Elan has sufficient cash on hand to fund its operations until that point, and while the company remains highly leveraged, it does not face any major debt maturities until 2011.

"The ratings on Elan reflect the company's high debt leverage, continued losses and negative cash flow, and heavy reliance on the sales of Tysabri," said Standard & Poor's credit analyst Arthur Wong. "These are offset somewhat by the growth potential of Tysabri in an MS market, adequate liquidity in the form of significant on-hand cash, and the lack of significant debt maturities until 2011."

Elan specializes in the development and marketing of treatments for pain, central nervous system ailments, infectious diseases, and autoimmune problems.

Complete ratings information is available to subscribers of RatingsDirect, the real-time Web-based source for Standard & Poor's credit ratings, research, and risk analysis, at www.ratingsdirect.com. All ratings affected by this rating action can be found on Standard & Poor's public Web site at www.standardandpoors.com; select your preferred country or region, then Ratings in the left navigation bar, followed by Credit Ratings Search.

[Birgit.Tersteegen]

Also braucht eigentlich niemand mehrgrosse Angst vor PML haben.KLASSE!!

Msg: 158406 of 158413 10/11/2007 4:04:48 AM
By: mear_fada
Goodbody

Elan (Add, Closing Price $22.31); Plasma exchange washes Tysabri out of system.
Analyst: Ian Hunter T [phone] E [e-mail]
In an abstract posted on the ECTRIMS website, preliminary findings from the PLEX study looking at plasma exchange for the rapid
removal of Tysabri from the body has found that in the first two patients analysed (only six have undergone plasma exchange so far),
there was a significant reduction in serum natalizumab (Tysabri). There was no MS rebound reported following plasma exchange.
Although preliminary in nature, these results indicate that plasma exchange could be effective in rapidly clearing Tysabri from the serum
and could have potential for treatment with patients with suspected or confirmed PML. Although the best outcome for Tysabri is the lack
of further PML cases, the fact that there could be a quick method of clearing Tysabri from the system of patients is a bonus.

[Birgit.Tersteegen]

Msg: 158411 of 158414 10/11/2007 4:53:32 AM
By: peadar_og
Posted as a reply to msg 158315 by ipar4s2
Re: Conclusion: Preliminary data from PLEX suggest that plasma exchange is effective in rapidly clearing natalizumab from the serum and decreasing receptor saturation and thus holds potential as a treatment for patients with suspected or confirmed PML.

“Conclusion: Preliminary data from PLEX suggest that plasma exchange is effective in rapidly clearing natalizumab from the serum and decreasing receptor saturation and thus holds potential as a treatment for patients with suspected or confirmed PML. “

Could have big impact on Crohn’s indication. This together with the likelihood that the product can be combined with steroids for up to six months changes my expectations for this indication entirely.

It is now well demonstrated that Tysabri can be used for up to 16 months safely and can be discontinued safely. This is a massive market in itself irrespective of what happens on the safety side going forward, particularly for the Crohn’s indication. Every day without PML is a good day from here on in and increases the safe period described above.

Don’t underestimate the S&P upgrade either. These events have had big impacts b4, and will open the door to a bigger investment community. Only reason we may not see immediate impact is because so much news is pending in the very short-term.

Peadar ‘Og

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.937.208 von Birgit.Tersteegen am 11.10.07 12:09:50

Also braucht eigentlich niemand mehrgrosse Angst vor PML haben.KLASSE!!


Hallo Birgit, ganz so einfach ist die Sache nun auch wieder nicht. Eine aktive PML ist noch nicht therapiert, indem das Natalizumab aus dem Organismus entfernt wird.
Aber ich bin guter Dinge, dass durch ein gezieltes Monitoring und die entsprechemnd richtigen Notfallmassnahmen, das Gespenst PML langsam verschwindet!

[surga]

Antwort auf Beitrag Nr.: 31.937.297 von Birgit.Tersteegen am 11.10.07 12:15:01

[Birgit.Tersteegen]

ELAN HÖCHSSTAND SEIT 2,5 Jahren:::::::::::::22,72$

[surga]

Antwort auf Beitrag Nr.: 31.942.945 von Birgit.Tersteegen am 11.10.07 17:57:02

kommt bald ein News??????

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.943.029 von surga am 11.10.07 18:00:40

Grosses,grosses,grosses Daumendrücken für uns ALLE!!!!!!!!!!!!!!

[Birgit.Tersteegen]

22,85 WOOOOOOOOOOOAH!

[surga]

Antwort auf Beitrag Nr.: 31.943.058 von Birgit.Tersteegen am 11.10.07 18:02:06

da hat jemand gleich 100k gekauft und dann gleich fast soviel runtergeschmiessen, boahhhhhhhhhhhhhhhhh

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.943.205 von surga am 11.10.07 18:08:06

.....wo sind die Herztabletten....--ich glaube,ich bin zu alt für diese Aufregungen......

[surga]

Antwort auf Beitrag Nr.: 31.943.287 von Birgit.Tersteegen am 11.10.07 18:11:32

schon unterweg, per DSL-Leitung, musste bald ankommen

[surga]

Antwort auf Beitrag Nr.: 31.943.287 von Birgit.Tersteegen am 11.10.07 18:11:32

da hat jemand 150K geschmiessen

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.943.354 von surga am 11.10.07 18:14:42

....DANKE--wir fahren nämlich gerade Achterbahn und-oh Wunder--elan + Biogen haben eine PR herausgegeben....



Press Release Source: Biogen Idec and Elan Corporation, plc

Biogen Idec and Elan Provide Update on Utilization and Safety of TYSABRI(R) in Patients with Multiple Sclerosis
Thursday October 11, 12:10 pm ET

CAMBRIDGE, Mass. & DUBLIN--(BUSINESS WIRE)--Biogen Idec (NASDAQ: BIIB - News) and Elan Corporation, plc (NYSE: ELN - News) today announced new data on the global utilization and safety of TYSABRI® (natalizumab), citing that as of the end of September 2007 approximately 17,000 patients are on commercial and clinical therapy worldwide, and that the safety data to date continue to support a favorable benefit-risk profile for TYSABRI. These data will be presented as part of the companies' symposia being held on Friday, October 12, 2007 at 6 p.m. CEST at the 23rd Congress of the European Committee for Treatment and Research in Multiple Sclerosis (ECTRIMS) in Prague, Czech Republic.

As of the end of September 2007:

* In the US, approximately 10,500 patients are on TYSABRI commercially and over 2,100 physicians have prescribed the therapy;
* In the EU, approximately 5,500 patients are on TYSABRI therapy commercially; and
* In global clinical trials, approximately 1,000 patients are on TYSABRI therapy.

TYSABRI is available in the United States through the TOUCH(TM) Prescribing Program. All prescribers, infusion sites and patients receiving TYSABRI are required to enroll in TOUCH. Safety information is also collected through ongoing clinical trials and registries, including TYGRIS and the pregnancy registry, making this the largest long-term patient follow-up effort undertaken for any MS therapy.

According to data available to the companies as of mid-September 2007, there have been no new reports of confirmed cases of progressive multifocal leukoencephalopathy (PML). The safety data to date continue to support a favorable benefit-risk profile for TYSABRI. The companies plan to continue to provide similar updates at future medical meetings.

"Neurologists and patients are increasingly choosing TYSABRI given its significant impact on clinically meaningful and relevant endpoints, including relapses and disability progression. Ultimately, we believe the full potential of TYSABRI will be realized, making it the leading MS therapy," said Michael Panzara, MD, MPH, Vice President and Chief Medical Officer, Neurology Strategic Business Unit, Biogen Idec.

"Continued patient experience and ongoing clinical research will further differentiate TYSABRI as a valuable treatment option for MS patients around the world. TYSABRI is currently approved in more than 20 countries, and we hope to offer this therapeutic alternative to more patients in the future," said Gordon Francis, MD, Senior Vice President, Global Clinical Development, Elan.

About TOUCH and TYGRIS

Before initiating treatment, all US patients, prescribers and infusion sites must be enrolled in the TOUCH Prescribing Program (TYSABRI Outreach: Unified Commitment to Health). TOUCH is designed to determine the incidence of and risk factors for serious opportunistic infections (OIs), including PML, and to monitor patients for signs and symptoms of PML while promoting informed benefit-risk discussions prior to initiating TYSABRI treatment. Physicians report on PML, serious OIs, deaths and discontinuation of therapy on an ongoing basis.

TYGRIS (TYSABRI Global ObseRvation Program In Safety) is expected to enroll 5,000 patients worldwide, including approximately 3,000 patients from TOUCH. Patients in TYGRIS are evaluated at baseline and every six months thereafter for five years. Researchers will evaluate data including medical/MS history; prior TYSABRI use; prior use of immunomodulatory, antineoplastic, or immunosuppressive agents; and all serious adverse events, including PML and other serious OIs, and malignancies.

Adverse event reporting in the post-marketing setting is voluntary. It is possible that not all reactions have been reported, or that some reactions are not reported to Biogen Idec or Elan in a timely manner.

About TYSABRI

TYSABRI is a treatment approved for relapsing forms of MS in the United States and relapsing-remitting MS in the European Union. According to data that have been published in the New England Journal of Medicine, after two years, TYSABRI treatment led to a 68% relative reduction (p<0.001) in the annualized relapse rate compared to placebo and reduced the relative risk of disability progression by 42-54% (p<0.001).

TYSABRI increases the risk of progressive multifocal leukoencephalopathy (PML), an opportunistic viral infection of the brain that usually leads to death or severe disability. Other serious adverse events that have occurred in TYSABRI-treated patients included hypersensitivity reactions (e.g., anaphylaxis) and infections. Serious opportunistic and other atypical infections have been observed in TYSABRI-treated patients, some of whom were receiving concurrent immunosuppressants. Herpes infections were slightly more common in patients treated with TYSABRI. In MS trials, the incidence and rate of other serious and common adverse events, including the overall incidence and rate of infections, were balanced between treatment groups. Common adverse events reported in TYSABRI-treated patients include headache, fatigue, infusion reactions, urinary tract infections, joint and limb pain, and rash.

In addition to the United States and European Union, TYSABRI is also approved in Switzerland, Canada, Australia, New Zealand and Israel. TYSABRI was discovered by Elan and is co-developed with Biogen Idec.

For more information about TYSABRI please visit www.tysabri.com, www.biogenidec.com or www.elan.com, or call 1-800-456-2255.

About Biogen Idec

Biogen Idec creates new standards of care in therapeutic areas with high unmet medical needs. Founded in 1978, Biogen Idec is a global leader in the discovery, development, manufacturing, and commercialization of innovative therapies. Patients in more than 90 countries benefit from Biogen Idec's significant products that address diseases such as lymphoma, multiple sclerosis, and rheumatoid arthritis. For product labeling, press releases and additional information about the company, please visit www.biogenidec.com.

About Elan

Elan Corporation, plc is a neuroscience-based biotechnology company committed to making a difference in the lives of patients and their families by dedicating itself to bringing innovations in science to fill significant unmet medical needs that continue to exist around the world. Elan shares trade on the New York, London and Dublin Stock Exchanges. For additional information about the company, please visit www.elan.com.

Safe Harbor/Forward-Looking Statements

This press release contains forward-looking statements regarding TYSABRI. These statements are based on the companies' current beliefs and expectations. The commercial potential of TYSABRI is subject to a number of risks and uncertainties. Factors which could cause actual results to differ materially from the companies' current expectations include the risk that we may be unable to adequately address concerns or questions raised by FDA or other regulatory authorities, that concerns may arise from additional data, that the incidence and/or risk of PML or other opportunistic infections in patients treated with TYSABRI may be higher than observed in clinical trials, or that the companies may encounter other unexpected hurdles. Drug development and commercialization involves a high degree of risk.

For more detailed information on the risks and uncertainties associated with the companies' drug development and other activities, see the periodic and current reports that Biogen Idec and Elan have filed with the Securities and Exchange Commission. The companies assume no obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.943.398 von surga am 11.10.07 18:17:39

Wo siehst Du das?

[surga]

Antwort auf Beitrag Nr.: 31.943.551 von Birgit.Tersteegen am 11.10.07 18:25:48

hier auf dem unteren Seite von Chart, da sind Volumenlinien aufgezeichnet

[GuHu1]

bleibt locker.
ich hab mir angewöhnt nicht vor 22:15 in euphorie zu verfallen.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.948.630 von GuHu1 am 11.10.07 23:18:44

...aber vorher in Verzweiflung???

[bernie55]

Antwort auf Beitrag Nr.: 31.943.402 von Birgit.Tersteegen am 11.10.07 18:17:46

Davy (Elan & Pharma)


Elan Corp (USc)

ELN US

No new confirmed cases of PML as of mid-September; good growth in patient numbers as US take-up accelerates

Ahead of ECTRIMS, Elan has outlined the highlights from its safety presentationsand has provided an update on patient numbers on Tysabri.

As of mid-September there have been no new confirmed cases of PML—this is the most recent of a series of regular updates that will be provided at medical meetings. This finding is positive in that it helps to slowly increase neurologists’confidence in prescribing the drug.

Results from the PLEX study also indicate that plasma exchange may be aneffective tool to accelerate the removal of Tysabri from blood serum. This adds tothe armamentarium of potential options available to doctors as more is learned about PML and related intervention methods.

Meanwhile, it was reported that as of end-September some 16,000 patients were on commercial therapy. This represents an increase of 24% since mid-July and compares well with our own mid-October forecast of 17,000. The net addition rate since mid-July was 282 per week, which compares reasonably well with our 300- 330 projection. 16,000 patients exceeds the 15,000 (annualised) number required for operating profit breakeven.

Regionally, US take-up stands at 10,500; the addition rate accelerated from 143 per week to 173 per week and is back up at the levels seen in the first half of the year. Some 5,500 patients are on commercial therapy in the EU. The net addition rate fell from 157 per week to 109 per week since July, but this was heavily impacted by seasonal factors. Tysabri was launched in France at the end of July.

Pharma and healthcare

Davy Healthcheck: Strong revenue growth, margin expansion expected in Q3 results seasonQ3 results in Irish healthcare should deliver strong year-on-year (yoy) revenue growth and PBIT margin expansion. A FDA ruling on Crohn's Disease and BiogenIdec's Q3 results should ensure that Tysabri will be a key highlight for Elan.

But we will also be looking for any updates on the company’s AD programmes,chiefly bapineuzumab's progress towards Phase III initiation. ICON's financial and share price performance in 2007 has been excellent. We expect it to finish the year in style, with the risk to numbers to the upside. As the BioMerieux deal washes out of yoy comparisons, underlying growth will become more visible for Trinity Biotech in Q3. Amarin’s focus is on re-designing its pipeline. Several Phase II studies should be initiated over the course of 2007/2008 for neurological and cardiovascular
candidates.

It has been a good quarter in absolute terms for CROs (upgrades), diagnostics (M&A) and US biotech (product newsflow; Elan has participated). In general,however, the outperforming sectors year-to-date remain service-related rather than product-related. It still pays to be selective on the latter.

For further detail, see the latest issue of Davy Healthcheck , published October 11th.

http://www.investorvillage.com/smbd.asp?mb=160&mn=158923&pt=…

[Poppholz]

der Kursverlauf am gestrigen Tage hat mal wieder gezeigt, wie der Kurs einer Aktie manipuliert werden kann.

Normalerweise ist so ein Einbruch nur nach schlechten News zu beobachten.

Aber was soll man machen?

Bin sehr auf die Aussage der FDA gespannt. Mal sehen, ob diese heute oder erst am Montag vor Börsenstart erscheint.

Heute ein grüner Wochenausklang? Ich glaube schon.

[Birgit.Tersteegen]

annus mirabilis, Bloxhams has something positive to say

Elan ($22.28) – Biogen Idec and Elan announce positive TYSABRI update
Biogen Idec and Elan Corporation announced that TYSABRI treatment significantly increases the proportion of disease-free patients with multiple sclerosis according to a post hoc analysis of the Phase III AFFIRM study to be presented on Saturday, October 13, 2007 at the 23rd Congress of the European Committee for Treatment and Research in Multiple Sclerosis (ECTRIMS) in Prague, Czech Republic. Also to be presented on Saturday will be findings from the PLEX study which suggest that plasma exchange may be an effective means of accelerating the removal of TYSABRI from the circulation. The proportion of disease-free patients over two years was significantly higher in the TYSABRI-treated group compared with the placebo group regardless of how disease was defined. Using clinical and MRI disease-free criteria combined, the most stringent definition of disease free, 36.7% of TYSABRI-treated patients has no relapses, disability progression or MRI activity compared with 7.2% of placebo patients. This data demonstrates the dramatic effect TYSABRI can have on critical measures of multiple sclerosis. Results from the Plex study also to be presented suggest that plasma exchange may be an effective means of accelerating the removal of TYSABRI from the blood Serum. The data showed the removal of TYSABRI is faster following plasma exchange. Plasma exchange was generally well tolerated with no increase in MS disease activity following plasma exchange. We view these latest development as very positive for Elan.

[Birgit.Tersteegen]

Msg: 158951 of 158966 10/12/2007 8:00:31 AM
By: elnorbust
From Elan's web site-Amazing!

"These data demonstrate the dramatic effect TYSABRI can have on critical measures of multiple sclerosis. In addition to the impact on individual clinical and MRI outcomes, it is striking that more than one-third of patients were free of relapses, disability progression and MRI activity after two years of treatment. This suggests that TYSABRI may offer patients freedom from many of their MS symptoms," said Eva Havrdova, MD, PhD, Director of the Center for Demyelinating Diseases at the First School of Medicine, General University Hospital, Charles University, Prague, Czech Republic.

[Birgit.Tersteegen]

Elan News From The Last 24 Hours For All To Read

Procedure may cut risk of Tysabri complication
Boston Globe, United States - 5 hours ago
By Bloomberg News | October 12, 2007 Replacing plasma, the yellowish liquid component of blood, may help head off a rare brain infection that has been ...
Phase 2 Data Show Daclizumab Significantly Reduced Multiple ...
CNNMoney.com - 15 hours ago
PRAGUE, Czech Republic, Oct. 11 /PRNewswire-FirstCall/ -- Biogen Idec Inc. and PDL BioPharma, Inc. (PDL) announced today that Phase 2 data demonstrated a ...
Biogen, Elan give Tysabri safety update
CNNMoney.com - 16 hours ago
NEW YORK (AP) - Biogen Idec Inc. (NASDAQ:BIIB) and Elan Corp. said Thursday 17000 patients worldwide are taking multiple sclerosis drug Tysabri and no new ...
Biogen Idec Announces Multiple Sclerosis Franchise and Pipeline ...
WELT ONLINE, Germany - Oct 10, 2007
Biogen Idec (NASDAQ: BIIB) today announced that nearly 25 posters and symposia sponsored by the company will be presented at the 23rd Congress of the ...
Elan gets S&P ratings boost on Tysabri
CNNMoney.com - Oct 10, 2007
NEW YORK (AP) - Standard & Poor's (NYSE:MHP) Ratings Services said Wednesday it upgraded its outlook for drug developer Elan Corp. to 'positive' from ...
Biogen Idec and Elan Provide Update on Utilization and Safety of ...
Business Wire (press release), CA - 19 hours ago
CAMBRIDGE, Mass. & DUBLIN--(BUSINESS WIRE)--Biogen Idec (NASDAQ: BIIB) and Elan Corporation, plc (NYSE: ELN) today announced new data on the global ...
UPDATE 1-No new cases of brain infection with Biogen drug
Reuters - 17 hours ago
BOSTON, Oct. 11 (Reuters) - Biogen Idec Inc (BIIB.O: Quote, Profile, Research) and partner Elan Corp (ELN.N: Quote, Profile, Research) said on Thursday that ...
Elan Corp says new positive Tysabri data to be presented Oct 13
Forbes, NY - 18 hours ago
LONDON (Thomson Financial) - Elan Corporation PLC said a recent study shows increased proportion of patients have achieved disease-free status with its ...
Rising From Ashes? - Biogen-Idec Says Tysabri Increases Proportion ...
RTT News, NY - 16 hours ago
10/11/2007 3:18:58 PM Thursday, Biogen Idec Inc. (BIIB) and Elan Corp. plc. (ELN) announced that Tysabri significantly increases the proportion of ...
New TYSABRI(R) Data to Be Presented at the European Committee for ...
PR-Inside.com (Pressemitteilung), Austria - 17 hours ago
www.biogenidec.com - Media Contacts: Biogen Idec Amy Reilly, 617-914-6524 or Elan Jonathan Birt, 212-850-5664 or Elizabeth Headon, 353 1 498 0300 or ...

[bernie55]

...ja, wo isse denn.....die ZULA....

[bernie55]

...ja....wo dennnnnnn ????

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.959.859 von bernie55 am 12.10.07 17:45:34

süüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüüss!!

sag Bescheid wenn sie gefunden ist....

[Poppholz]

und der Kurs wird immer noch unten gehalten.

[bernie55]

ZZZUULLLLAAAAAAAA---- Wo bist DU !!!!!

[bernie55]

Antwort auf Beitrag Nr.: 31.959.916 von Poppholz am 12.10.07 17:48:13

...mach dich locker, Poppie....

[bernie55]

Antwort auf Beitrag Nr.: 31.959.916 von Poppholz am 12.10.07 17:48:13

......und der Kurs wird immer noch unten gehalten.



...warte, ich helfe mal nach, dass er nach oben geht......

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.960.077 von bernie55 am 12.10.07 17:55:41

---ich bin dabei.....

[Poppholz]

momentan wird der Bereich um die $22,40 angetestet.

Allerdings immer noch sehr vorsichtig.

[Poppholz]

Antwort auf Beitrag Nr.: 31.960.510 von Poppholz am 12.10.07 18:25:45

$22,50.

[Birgit.Tersteegen]

Biogen stellt sich zum Verkauf.....??Was kann das für uns bedeuten??


Press Release Source: Biogen Idec Inc.

Biogen Idec Issues Statement
Friday October 12, 4:42 pm ET

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Biogen Idec Inc. (NasdaqGS: BIIB - News) today announced that its Board of Directors has authorized management to evaluate whether third parties would have an interest in acquiring the Company at a price and on terms that would represent a better value for its stockholders than having the Company continue to execute its strategy on a stand-alone basis.

ADVERTISEMENT
The Board emphasized that Biogen Idec’s strategy is working and generating strong operating and financial performance. The Board noted that it is confident that the Company’s business outlook, described in Biogen Idec’s press release on September 6, will result in attractive value for stockholders. Nevertheless, to determine whether potential strategic interest on the part of major pharmaceutical companies might result in superior value in the current environment, the Board has authorized management to explore interest in a transaction with Biogen Idec.

In addition, the Company disclosed it has received expressions of interest, including one from investor Carl Icahn. The Company does not intend to disclose further information regarding the status of its evaluation until the process has been completed. Biogen Idec emphasizes that there can be no assurance that an acquisition of the Company will occur.

To assist in this process, the Company has retained the services of Goldman Sachs & Co. and Merrill Lynch & Co. as financial advisors.

In a press release and in a presentation to investors on September 6, 2007, Biogen Idec announced a series of goals that it would seek to achieve by year-end 2010. These include:

* 100,000 patients on TYSABRI®;
* More than 40% of the Company’s revenue coming from its International business;
* Four new products and/or existing products launched in new indications;
* Six programs in late-stage clinical development; and
* Generating revenue growth at a 15% compound annual growth rate (CAGR) and non-GAAP EPS at a 20% CAGR from 2007 through 2010.

About Biogen Idec

Biogen Idec creates new standards of care in therapeutic areas with high unmet medical needs. Founded in 1978, Biogen Idec is a global leader in the discovery, development, manufacturing, and commercialization of innovative therapies. Patients in more than 90 countries benefit from Biogen Idec's significant products that address diseases such as lymphoma, multiple sclerosis, and rheumatoid arthritis. For product labeling, press releases and additional information about the company, please visit www.biogenidec.com.

Safe Harbor

[Birgit.Tersteegen]

Kurs nachbörslich 22,93$---angeblich ist auf CNBC gesagt worden,die Zulassung chron käme Montag.

[Birgit.Tersteegen]

Msg: 159291 of 159294 10/12/2007 4:58:52 PM Sentiment: Not Disclosed
By: WisemanFromEast
ELN in perfect position

IF BIIB sells, the buyer will either offer to buy ELN or need to sell Ty back to ELN (giving us 100% ownership).

I don't know why but I get the feelng all the ELN stuff is already worked out and they'll announce it as soon as BIIB buyer is announced!

[Birgit.Tersteegen]

23,15$

[Birgit.Tersteegen]

23,58

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.964.201 von Birgit.Tersteegen am 12.10.07 23:07:05

23,80-im Hoch schon über 24$......-und das bisher OHNE die Zulassung....

[Birgit.Tersteegen]

24,25$

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.964.247 von Birgit.Tersteegen am 12.10.07 23:09:57

hallo Birgit
Biogen AH bei 85

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.964.294 von Cyberhexe am 12.10.07 23:13:27

Ja,irre....aber ich konnte mich nie überwinden Biogen zu kaufen....warum dieser Anstieg--nur weil sie prüfen wollen wer sie zu welchen Bedingungen kauft??

[Suum_Quique]

so das passt zum wochenend

http://www.rallymonkey.com/oldvideo.php

vg//sq

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.964.510 von Suum_Quique am 12.10.07 23:27:22

23,80$

[bernie55]

Antwort auf Beitrag Nr.: 31.964.547 von Birgit.Tersteegen am 12.10.07 23:29:28

After Hours
Last: $ 23.90

After Hours
High: $ 24.40
After Hours
Volume: 204,900
After Hours
Low: $ 22.34

[Birgit.Tersteegen]

Msg: 159402 of 159407 10/12/2007 5:32:13 PM Recs: 0 Sentiment: Not Disclosed
By: peaboq
Posted as a reply to msg 159394 by Dr_bjchilds
Re: Fast Money just said Elan will benefit the most!!!!!! RTQ: 23.50/Peaboq

Hello Dr_bjchilds,

Sadly, they didn't give the details.

Dylan Ratigan asked Pete Najarian who would benefit the most besides Biogen and Pete said "EEElan". Dylan then switched gears to Carl I.

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.964.436 von Birgit.Tersteegen am 12.10.07 23:22:29

...15 - 20% Kursanstieg bei Biogen entspricht einer zusätzlichen Bewertung von 3 - 4 Mrd USD!
Und dies weil sich Biogen selbst zum Verkauf angeboten hat - wobei...Tysabri ist sicherlich ein dickes "Pfund", mit welchem auch ganz schön gewuchert wird:

In a press release and in a presentation to investors on September 6, 2007, Biogen Idec announced a series of goals that it would seek to achieve by year-end 2010. These include:


100,000 patients on TYSABRI®;
More than 40% of the Company’s revenue coming from its International business;
Four new products and/or existing products launched in new indications;
Six programs in late-stage clinical development; and
Generating revenue growth at a 15% compound annual growth rate (CAGR) and non-GAAP EPS at a 20% CAGR from 2007 through 2010.

...und dies kurz vor der Zulassungsentscheidung für CD. Unter diesen Umständen ist wohl davon auszugehen, dass das Management weiss, was am Montag zu erwarten ist. Stürmische Zeiten scheinen uns bevorzustehen - halt dich fest!

[bernie55]

Antwort auf Beitrag Nr.: 31.964.637 von Cyberhexe am 12.10.07 23:37:10

.....Stürmische Zeiten scheinen uns bevorzustehen.....

...darauf haben wir doch lange gewartet, Cybi....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.964.637 von Cyberhexe am 12.10.07 23:37:10

jepp....----wir haben hier ja schon einiges verkraftet--dann werden wir den rasanten Aufstieg ja wohl auch noch schaffen....--aber jetzt muss ich ins Bett:yawn...der Pinot macht müde)-------------freuen wir uns---dann schlafen wir gut

[bernie55]

Antwort auf Beitrag Nr.: 31.964.637 von Cyberhexe am 12.10.07 23:37:10

Und dies weil sich Biogen selbst zum Verkauf angeboten hat -


...vielleicht schlägt ja WYETH zu....

[bernie55]

Antwort auf Beitrag Nr.: 31.964.686 von Birgit.Tersteegen am 12.10.07 23:41:46

der Pinot macht müde


..heute abend Wein, am Montag Sekt !!!!

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.964.711 von bernie55 am 12.10.07 23:44:14

Biogen Idec Is Examining
Potential Buyout Offers
By VAL BRICKATES KENNEDY
October 12, 2007 5:32 p.m.

BOSTON -- Biotech giant Biogen Idec said late Friday that its board of directors has authorized managers to explore a sale of the company in order to maximize shareholder value. The company has a market capitalization of about $20 billion.

Biogen, of Cambridge, Mass., said that it is confident in the business outlook it issued for the company Sept. 6, which it believes will also create "attractive" value for shareholders.

"Nevertheless, to determine whether potential strategic interest on the part of major pharmaceutical companies might result in superior value in the current environment, the board has authorized management to explore interest in a transaction with Biogen Idec," Biogen said.

Biogen added that it has also been approached by activist investor Carl Icahn, who recently purchased a small stake in the company. Biogen said it will not comment further on the matter until it has further evaluated the situation. Biogen hired Goldman Sachs Group Inc. and Merrill Lynch & Co. as financial advisers.

The company's shares closed the 4 p.m. session up $2.31, or 3.4%, at $69.43 on the Nasdaq Stock Market. In after-hours trading, following the announcement, its shares surged to $80.40.

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.964.711 von bernie55 am 12.10.07 23:44:14

Biogen Idec also shares rights with Irish drug maker Elan (ELN - Cramer's Take - Stockpickr) to the multiple sclerosis drug Tysabri. Again, if there is a change of control at Biogen Idec, Elan has the option to buy 100% rights to Tysabri, although Elan may not be financially strong enough to do so.

http://www.thestreet.com/_yahoo/newsanalysis/biotech/1038426…


ahoi Bernie...ich könnte mir eher vorstellen, dass Wyeth mit Elan etwas im Schilde führt! AAB-001 scheint mir möglicherweise die grössere Perle zu sein. Auf alle Fälle bleibt es spannend - und jetzt geh ich noch auf einen trockenen Spätburgunder unter die Leute.
Cheers

[bernie55]

Bei Kauf von BIOGEN ergibt sich für ELAN folgendes:

Biogen Idec also shares rights with Irish drug maker Elan (ELN - Cramer's Take - Stockpickr) to the multiple sclerosis drug Tysabri. Again, if there is a change of control at Biogen Idec, Elan has the option to buy 100% rights to Tysabri, although Elan may not be financially strong enough to do so.

http://www.thestreet.com/_yahoo/newsanalysis/biotech/1038426…

[bernie55]

Antwort auf Beitrag Nr.: 31.964.807 von Cyberhexe am 12.10.07 23:54:32

Biogen Idec also shares rights with Irish drug maker Elan (ELN - Cramer's Take - Stockpickr) to the multiple sclerosis drug Tysabri. Again, if there is a change of control at Biogen Idec, Elan has the option to buy 100% rights to Tysabri, although Elan may not be financially strong enough to do so.

....zwei ELANITES , ein Gedanke.....

[bernie55]

...bis bald..

[Birgit.Tersteegen]

...sind wir also heute morgen ein bisschen "reicher"....

Msg: 159727 of 159746 10/13/2007 1:05:46 AM
By: neurotroph
200$

UPDATE 4-Biogen puts itself up for sale; shares surge
Fri Oct 12, 2007 10:40pm EDT Email

BOSTON, Oct. 12 (Reuters) - Biogen (BIIB.O: Quote, Profile, Research) (BIIB.O: Quote, Profile, Research) Idec Inc (BIIB.O: Quote, Profile, Research), one of the world's biggest biotechnology companies, has put itself up for sale as it wrestles with slowing growth for its flagship multiple sclerosis drug, Avonex.

The shares of Biogen, which has a market capitalization of roughly $19.3 billion, rose more than 16 percent to $81.59 in after-hours trading, following the Friday announcement.

The stock of the Cambridge, Massachusetts-based company closed up 3.4 percent at $69.43 in regular trade, the highest since late 2001. Biogen's shares gained more than 35 percent this year.

The move follows biotech company MedImmune's agreement earlier this year to be acquired by Anglo-Swedish drugs group AstraZeneca Plc (AZN.L: Quote, Profile, Research) for more than $15 billion in the industry's biggest deal this year.

"There has been a lot of speculation during the last six months -- since MedImmune was acquired," said Eric Schmidt, an analyst at Cowen & Co.

Applying a MedImmune-type earnings multiple to Biogen could mean a take-out price of $200 a share, Schmidt said, adding he does not think Biogen will get that much.

Analysts said possible suitors could include big drug companies, which are desperate to fill their product pipelines and have ample cash to spend on acquisitions.

The announcement comes four years after Biogen was acquired by Idec Pharmaceutical Corp for $6.7 billion.

The company said it hired Goldman Sachs & Co and Merrill Lynch & Co to help find a buyer and that it has already received "expressions of interest."

One interested party, Biogen said, is billionaire investor Carl Icahn, who recently took control of biotechnology company ImClone Systems Inc (IMCL.O: Quote, Profile, Research).

Icahn, who has increased his stake in Biogen to about 4 percent from 1 percent, last week made an offer for the company of at least $23 billion, the Wall Street Journal reported, citing people familiar with the matter.

"Potential suitors will likely be the big pharmaceuticals companies, as well as those that already have partnerships with Biogen," said Damien Conover, an analyst at Morningstar.

Incorporated in 1978, Biogen is one of the most established names in the biotech industry, with products to treat multiple sclerosis, cancer and arthritis.

Biogen's best-selling product, Avonex, posted an 8 percent jump in revenue to $462 million in the June-ending quarter, with the bulk of the growth coming from overseas.

The drug was the main driver behind Biogen Idec's 17 percent jump in quarterly revenue to to $773 million.

The company's other multiple sclerosis drug, Tysabri, is rebounding after being pulled from the market in 2005 due to safety concerns. Biogen said in July that physician adoption of the drug is progressing steadily.

And just this week, Biogen and its marketing partner Elan Corp (ELN.N: Quote, Profile, Research) said there have been no new cases of a potentially deadly brain infection in patients taking the drug.

Biogen and partner Genentech Inc (DNA.N: Quote, Profile, Research) market Rituxan, a drug approved to treat non-Hodgkin's lymphoma and rheumatoid arthritis. Quarterly sales rose 12 percent to $231 million in the June-ending period.

The strong returns in July led Biogen to raise its revenue growth target to 16-18 percent in 2007 from an earlier view of growth in the "mid-teens." (Reporting by Toni Clarke, Deena Beasley, Svea Herbst, Jessica Hall, and Chris Reiter)

[Birgit.Tersteegen]

Msg: 159644 of 159748 10/12/2007 9:08:42 PM Recs: 56 Sentiment: Not Disclosed
By: ipar4s2
Tomorrow changes everything. I mean EVERYTHING.

Msg: 158364 of 159641 10/10/2007 10:41:56 PM Recs: 52 Sentiment: Not Disclosed
By: ipar4s2 .
"T lymphocytes and natural killer cells were not significantly influenced by natalizumab therapy".

NK cells control viral proliferation. Treatment with IFN-ß can result in a significant reduction in CD57+ (a cell surface marker for subsets of NK cells) peripheral blood lymphocytes (PBL).

That's the end of the JC virus proliferation Tysabri monotherapy connection. IMHO.

This Saturday, the rules all change. Congrats to all of Elans' Scientists!!!


Saturday, October 13, 2007, 15:30 - 17:00
Effect of natalizumab on B lymphocytes in patients with multiple sclerosis

N. Putzki, M. Kumar, H. Grosse-Wilde, E. Kreuzfelder (Essen, D)
Background: Multiple Sclerosis (MS) is an autoimmune disease of the central nervous system which is characterized by inflammation, demyelination, gliosis and axonal damage. Natalizumab (TYSABRI®) is a alpha4-integrin antagonist that inhibits the migration of leukocytes across the blood brain barrier into the central nervous system. It was recently approved as monotherapy for the treatments of relapsing remitting MS. Its effect aside VLA-4 blockade is largely unknown.
Objective: To investigate the influence of natalizumab therapy on the counts of leukocytes and their subpopulations as well as VLA-4 expression in B lymphocytes in whole blood in patients in whom natalizumab treatment was initiated.
Patients and methods: 24 patients with relapsing remitting MS were included in our study. To investigate the influence of natalizumab therapy on the counts of leukocytes and their subpopulations as well as VLA-4 expression in B lymphocytes in whole blood, we used flow cytometry before treatment initiation (baseline) and during 6 month follow up (pre infusion analyses).
Results: Relative (%) and absolute counts (cells/µl) of lymphocytes were significantly (p < 0.05, Kruskal-Wallis test) increased during treatment (e.g. 6 months: 42 %, 3081 cells/ìl) with natalizumab compared with baseline values (26%, 1815 cells/ìl). Within lymphocytes, there was an increase in relative and absolute counts of B cells beginning at month 1 (e.g. 6 months: 22%, 720 cells/µl) compared with baseline values (17%, 307 cells/µl). T lymphocytes and natural killer cells were not significantly influenced by natalizumab therapy. VLA-4 expression in B lymphocytes was significantly decreased from 1 month onwards in percentage as well as mean fluorescence intensity (MFI) of VLA-4 positive B cells during therapy (e.g. 6 months; percentage: 86 %, MFI; 739 channels vs. baseline percentage: 39%, MFI: 706 channels).
Conclusions: Natalizumab therapy may increase the counts of lymphocytes which is mainly due to an increase of B cell counts. The increase in B lymphocytes counts may be explained by the suppression of transmigration of VLA4-positive B lymphocytes. Natalizumab leads to an early reduction of VLA-4 positive B cells and VLA-4 expression.




The end.


I mean "the end".
If BIIB is worth $150 per share, Elan is worth $150 per share.
Martin deserves a raise. IMHO.

[Birgit.Tersteegen]

Mr. Icahn said Friday that Elan...

(From THE WALL STREET JOURNAL)
By Keith Winstein
Biogen Idec Inc., prodded by activist investor Carl Icahn, said it is
evaluating a possible sale of the company and had received several expressions
of interest from potential buyers.
Biogen is a leading maker of multiple-sclerosis drugs and a sale would be one
of the biggest in the biotechnology sector. Shares of the Cambridge, Mass.,
company traded at $69.43, up 3.4%, in 4 p.m. Nasdaq Stock Market composite
trading Friday and after the company's announcement jumped to $81.60 in
after-hours trading. That gives the company, which also has a prominent cancer
drug, a market capitalization of about $23.5 billion.
Mr. Icahn made an offer for the company last week at a potential price of at
least $23 billion, according to people familiar with the matter. The New
York-based investor, who disclosed a 1% interest in Biogen in August, has been
in talks with the company for the past three weeks, these people said, and has
expanded his stake to about 4%.
Reached late Friday, Mr. Icahn said Biogen "would do better with a
synergistic buyer" such as a large pharmaceutical company. "You've got these
biotech companies with great pipelines. These compounds would be much better
served, for every constituency, merged with a large pharma company," he said,
noting that many large drug companies are facing patent expirations on their
products.
Among the companies analysts have mentioned as potential Biogen buyers are
Sanofi Aventis SA and Pfizer Inc. Representatives for the companies couldn't be
reached for comment.
In April, prodding from Mr. Icahn helped trigger the $15.6 billion purchase
by AstraZeneca PLC of MedImmune Inc., a Gaithersburg, Md., biotech that makes
antibodies and vaccines.
Biogen said its board was confident that its current strategy "is working and
generating strong operating and financial performance." But it said the board
had authorized management to "determine whether potential strategic interest on
the part of major pharmaceutical companies might result in superior value in
the present environment."
Biogen has recovered from a stunning 2005 recall of its second-generation MS
drug, Tysabri, which was linked to a rare and often fatal brain infection. Last
year, the company succeeded in convincing the Food and Drug Administration to
allow the drug back on the market. The drug is used by 17,000 patients. Biogen
has predicted it will reach 100,000 patients by 2010.
Biogen's leading MS drug is Avonex, which had $462 million in sales last
quarter. The company has also recently had positive clinical results in trials
designed to expand use of Rituxan, now marketed as a cancer drug, for lupus and
MS.
All MS drugs are currently administered via injections or infusions. Biogen
has an orally administered MS drug, called BG-12, that is in late-stage human
trials. In tests with mice, the company has also reported progress in repairing
the kind of nerve cells that MS attacks. Current MS treatments slow down the
body's attack on nerve cells, but don't repair those already damaged.
Biogen has forecast 2007 earnings of about $600 million. Analysts are
predicting about $3.1 billion in revenue. The company has said it expects its
profit to double by 2010.
Biogen's has marketing partners, Genentech Inc. and Elan Corp., that are
allowed, under change-of-control provisions, to force any acquirer to buy out
their interest in the drugs they jointly sell. Genentech and Biogen share the
profit on the sale of Rituxan, and Elan is a partner for Tysabri.
Mr. Icahn said Friday that Elan, which is based in Ireland, had called him to
say it wouldn't stand in the way "if Biogen were sold in the near future."
A spokesman for Elan had no immediate comment.
(END) Dow Jones Newswires
10-12-07 2001ET
Copyright (c) 2007 Dow Jones & Company, Inc.
20:01 101207


---und uns fragt wieder kein Schwein.....:O

[Birgit.Tersteegen]

By: ipar4s2
Posted as a reply to msg 159630 by ipar4s2
Re: The latest from Carl.

See how they run.

"sales of the drug could reach $2.8 million, according to JP Morgan Securities analyst Geoffrey Meacham."

That's $1.4B for lil 'ol Elan. That's around $1B in profitr for lil 'ol Elan. That's about $2 per share in earnings for lil 'ol Elan. That's $40 for Tysabri for lil 'ol Elan. That's without an Alzheimer's program. That's without Crohn's. Or is it?

It seems that it ain't what ya' know in this game.

Welcome aboard!!!!

[Birgit.Tersteegen]

Msg: 159660 of 159749 10/12/2007 9:58:07 PM Recs: 30 Sentiment: Not Disclosed
By: Creedster_99 Send PM Profile Ignore Recommend Add To Favorites
Collection of best thoughts..21 steps>>>

1. This has been worked on for several months..many knew it was coming...
2. Tysabri gets pumped by Mullen for 100,000 pts by YE2010..easier to hype the Ty value for asset eval
3. Tysabri valued ..BIIB valued after hours...
4. Monday we are supposed to hear soon about FDA approval for Ty for CD (How stupid would BIIB look if Ty gets the rejection Monday????)
5. FDA approves Ty for CD Monday and BIIB price goes even higher!
6. Elan has control clause Of Tysabri in any BIIB sale
7. Acquirer will obviously want Tysabri
8. KM will rework the contract with acquirer to make it more Elan friendly
9.Acquirer will agree with their new best friend (remember, all acquirers will have had to meet with KM during discussions and will have had to be "nice" to him!)
10.The gap to $27 will close after Ty approved for CD...but I fully expect it to sell off as it reaches $26-27...drop back to $22-23 before Dec
11. Ty is going to continue to sell and slowly gain increased momentum in sales but it's the AD program that everyone is interested in now...Ty is "old news" and value is certainly factored in
12. What's AD AAB protocol say? 6 mos look? 10 mos look? The quicker the look, the more it pops when announced.
13. Top line AAB PII results March-May 2008, IMO
14. If we meet the primary endpoints for PII AAB, price rockets $10-15....
15. WYE or other acquirer has to make a move on Elan before PIII look....
16. Offer needs to be substantial for the "holy grail"
17. BIIB just got 22% pop on takeover news
18. Expect a 50% premium offer for Elan BEFORE PIII data released
19. I'm expecting $60-65 before Oct 1, 2008 offer for Elan shares
20. There is some risk in seeing this through all the way through PIII and to the market...so...
21. Board accepts offer at highest price ever attained, 3.5 years after being $3..everyone wins..employees with $3 options, shareholders, insiders, officers,

See you in a year at the cashier's window.

[noogmann]

Moin
na da komme ich mit dem lesen gar nicht nach

...sind wir also heute morgen ein bisschen "reicher"....

da geht aber noch ein bisschen


Noogmann

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.966.031 von noogmann am 13.10.07 10:57:12

Moin Noogmann---ja, ein bisschen--und auch mehr--geht noch--wir Elanitees wollen ja schliesslich gemeinsam auf die Seychellen---und das ist auch nicht billich.....

[Birgit.Tersteegen]

Msg: 159910 of 160023
By: herdsmangs
Independent News

"Last month, Biogen promised to double its earnings per share by 2010, confident in the outlook for its multiple sclerosis drug Tysabri, which was reintroduced to the market last year after assuaging safety concerns that prompted an earlier product recall. Shares in Elan, the Irish drug maker which co-developed Tysabri, also jumped last night, amid hopes that a big pharmaceuticals company might put additional marketing resources behind Tysabri if it acquires Biogen, or may ultimately also bid for Elan."

http://news.independent.co.uk/business/news/article3056426.e…

The question now is can we keep up with the pace of change.

GLTAL

[Poppholz]

jetzt wird das lange warten belohnt.


... auf jeden Fall ein wenig.



(ich kann noch sehr lange warten, auf richtig hohe Kurse)

[Poppholz]

ich wünsche allen Investierten ein schönes Wochenende.

Schont Euch, die nächste Woche wird sehr "aufregend"

[Nostarowie]

Na da wolln wir ma hoffen das Du Dir auf Deinem geborgtem Fünfhundertquadratmeterreichtum nix vormachst.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.977.108 von Nostarowie am 14.10.07 01:16:40

Frechdachs...ich hoffe,Du bist wieder investiert...!!

[Birgit.Tersteegen]

By: stop_farking_with_me
Posted as a reply to msg 160129 by rl_blond_insp
Re: Icahn tactics and Elan value/Good posts about Icahn! The Brown Suit Guy is likely

The difference between KM and Mullen is--KM has the support of Elan's board. Mullen, on the other hand, has been forced to realize value now.

What does this tell me? Elan has a very large pipeline, and KM knows what's coming. No need to realize value now, as it's coming in a much bigger way later.

This also reinforces my gut that BAP is already known internally to be a mega-blockbuster. It also explains the sometimes shareholder-maddening behavior of Elan regarding the Ty franchise. Perhaps they have something much bigger in store?

So maybe KM is quiet because he can afford to be. If you really want to ascertain whether BAP is for real, look at how Elan (not the stock price) responds over the next couple of weeks. If the company continues to be relatively indifferent over the next couple of weeeks, than I beleive it reinforces that ELan is not looking to realize value now because it knows it can return many times current value by staying independent and becoming, to use KM's words, "the worlds largest NeuroSciences Drug Company".

I'd rather take $200 three years from know then $40 in three weeks.

[posimist]

Antwort auf Beitrag Nr.: 31.981.483 von Birgit.Tersteegen am 14.10.07 11:44:35

Einverstanden!
posimist

[bernie55]

Antwort auf Beitrag Nr.: 31.981.483 von Birgit.Tersteegen am 14.10.07 11:44:35

Elan has a very large pipeline...... and KM knows what's coming.

No need to realize value now, as it's coming in a much bigger way later.

........ that BAP is already known internally to be a mega-blockbuster.

..... Perhaps they have something much bigger in store?

........because it knows it can return many times current value by staying independent and becoming, to use KM's words,

"the worlds largest NeuroSciences Drug Company".


...warum nicht ?????.

[bernie55]

Antwort auf Beitrag Nr.: 31.982.684 von posimist am 14.10.07 13:51:24

Einverstanden!


...mehr als einverstanden....

[Birgit.Tersteegen]

naaaaaaaaaaaaaaaaaaaaa-sind wir ALLE gespannt auf morgen????????????????


Msg: 160336 of 160402 10/14/2007 1:48:05 PM Recs: 50
By: jivetalkin03
to an old friend

who sent me a pm heres what i think.

do i think that we get crohns approval tomorrow...an emphatic yes i do.
now i could be wrong of course but i strongly that the fda will support ty
in this application for a number of reasons. this is not dndn's provenge after all. all of our endpoints were all met and tysabri at this point really has to be one of the most over analyzied drugs in the history of medicine. which will actually help this drug going forward in all future applications. so yes i believe this will be approved tomorrow.

how about AAB 001 and do i still think that they will file for a BLA in 08?
AAB 001 imo is the real game changer here. and i think that mr icahn knows it.
let the chips fall where they may but in the very near future i think we will these become more sharply focused. i think that biogen in whatever it becomes within the next few weeks will become the ms company. just as teva is known as the generic knockoff company. elan will become the alzheimers and parkinsons company. i actually heard kelly say this recently on a phone call i listened in on. that is his wish going forward, this is what he wants elan to be and to be known for. god bless him.

ive been thinking over the weekend how very fortunate we are to have him at the helm. yes ive always like this man. unlike most km bashers here ive actually met him a number of times. ive had the chance to look him in the eyes and i came away trusting him and his judgement (am i being niave, maybe but instinct is what gets me thru life). ok so in regards to km i couldnt be happier having him be the one who is in charge as these winds of change increase in velocity. who knows the game better than he. certainly not a scientist. i want a money guy making the calls here. and thats what we got.

are we going to file a BLA in 08 you ask? well definately in 08 however im still hoping that one gets filed this year even though ive been told by members of the ratpack that this is not possible. ok well maybe they are right but i keep thinking of the sg cowens thing back in march in 07. thats when km put the writing on the wall (literally) that p3 for AAB OO1 would commence this year. and so i asked him about asd many of you already here already know. and when i asked the question i said ok so is there any chance of simultaneously filing a BLA at the same time that you file for p3? and his answer was.... yes, if the data was spectacular and warrented it.

soooo i know what i heard because i was there and heres how i think its still possible. the 2.0 trial is the only cohort that has not gone open label yet. and imo the 2.0 is not going to be the chosen dose. so im thinking and of course i could be wrong here but why not stop the 2.0 dosing and if that were to happen then they could take the existing p2 data and run with it and file for the BLA on it now...if it was in fact spectacular data which i believe it will be. i could write a book on why i believe this data will be shown to be spectacular. btw, im terrifically excited by the p3 being a global trial. the sub q thing is just AAB in a syringe and can be fed ex'd anywhere on the planet. just an incredible thing really.

so yes my friend i think the data is going to blow the doors off of the barn now. and thank god that some of us longs will be here to see it actually happen. have a great day elmer.

[Birgit.Tersteegen]

Msg: 160229 of 160408 10/14/2007 10:19:47 AM
By: ipar4s2
Let's look at Monday's probable trading influences.

Crohn's approval.
Icahn's intentions as it regards our Tysabri interests.
ECTRIMS news flow.
Short covering.
Call writer's buying back in.
Near term historical price swings, subsequent stability.
Capital basically on the sidelines. They need 50M shares to get up wiyth FMR.
FMR advertised their intent to increase beyond 15% ELN holdings. (Wymer has 7.5% of ELN in a CLOSED Fund)
$24.05 AH on 250k with the majority of AH attention on BIIB.
O/E Friday.

This is a week coming that every single one of us holders past 2 years deserves. We have watched the Dow rock for 24 straight months. It's our turn now.

I think I said we were 18 months behind schedule after BM. I was wrong. It was 20 months.

Finally. Welcome aboard the MONEYSHIP ELN!!!

[Nostarowie]

Antwort auf Beitrag Nr.: 31.981.423 von Birgit.Tersteegen am 14.10.07 11:39:47

Klaro.....



biib steht analog auch vor nem Ausbruch, meiner Meinung nach.
Man muß weiter nix machen wie kaufen und warten was passiert...

[bernie55]

15 October 2007Elan and Biogen Idec Announce That FDA Will Extend Regulatory Review Period for TYSABRI(R) for Crohn's Disease

DUBLIN, Ireland & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Oct. 15, 2007--Elan Corporation, plc (NYSE: ELN) and Biogen Idec (NASDAQ: BIIB) today announced that the U.S. Food and Drug Administration (FDA) informed the companies that the Agency will extend its regulatory review of TYSABRI(R) (natalizumab) as a treatment for Crohn's disease by up to 3 months.

The companies have been informed by the FDA that the Agency requires additional time to review information regarding the proposed TYSABRI risk management plan for Crohn's disease. Under this revised timeline, the companies anticipate action from FDA on or before January 13, 2008.[/u]

http://www.elan.com/News/full.asp?ID=1062675

[bernie55]

Antwort auf Beitrag Nr.: 31.992.359 von bernie55 am 15.10.07 08:22:41

...also warten bis Januar 2008....

...irgendwie macht sich die FDA in meinen Augen immer lächerlicher. !!!!!

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 31.992.359 von bernie55 am 15.10.07 08:22:41

Diese bescheuerte Behörde......

[Birgit.Tersteegen]

Msg: 160543 of 160559 10/15/2007 2:04:30 AM Recs: 8 Sentiment: Not Disclosed
By: pfaffova Send PM Profile Ignore Recommend Add To Favorites
UPDATE regarding sale of TYSABRI

Elan Update
Monday October 15, 2:00 am ET
DUBLIN, Ireland--(BUSINESS WIRE)--Elan Corporation, plc (“Elan“) has noted the announcement on October 12, 2007 by Biogen Idec Inc. (“Biogen“) that Biogen has received expressions of interest from third parties and that its Board of Directors has authorized its management to evaluate potential interest in acquiring the Company.


Elan has a 50% interest in the TYSABRI collaboration. TYSABRI was discovered and largely developed by Elan, and was partnered with Biogen in 2000 for multiple indications. Under the terms of the Collaboration Agreement, if a third party acquires control of Biogen, Elan has several options: the right to acquire for fair value the 50% economic interest in TYSABRI currently held by Biogen; under certain circumstances, the ability to sell its 50% economic interest in TYSABRI; or, to continue with the existing agreement. Elan also may consider restructuring the Collaboration Agreement in connection with a third party's acquisition of Biogen.

If Biogen’s evaluation process results in a change of control, Elan will evaluate the forgoing options in the best interest of its shareholders. Elan has engaged Lehman Brothers to assist in assessing and analyzing all options as appropriat

[bernie55]

Antwort auf Beitrag Nr.: 31.992.359 von bernie55 am 15.10.07 08:22:41

....also, wie sich die Sache für uns ( hatte gerade ein Telefonat mit Biggie von der Nord- Elan-Sektion )
nun darstellt, scheint die FDA wieder mal ihre Hausaufgáben nicht in der Zeit gemacht zu haben, in der sie sie hätte machen sollen.....

..the Agency requires additional time to review information regarding the proposed TYSABRI risk management plan for Crohn's disease

..der Zeiraum ist quasi auf 3 Monate verlängert worden....

Under this revised timeline, the companies anticipate action from FDA on or before January 13, 2008.


..also, auf ein neues Warten......aber irgendwie sind wir schon daran gewöhnt.....

[bernie55]

Antwort auf Beitrag Nr.: 31.992.861 von bernie55 am 15.10.07 09:02:16

...dann gibt es halt zu Weihnachten mehr Weihnachtsgeschenke...

[Poppholz]

Antwort auf Beitrag Nr.: 31.992.861 von bernie55 am 15.10.07 09:02:16

das wir warten können haben wir in der Vergangenheit schon unter Beweis gestellt.

Ab und zu ein schöner (kleiner) Kurssprung nach oben wäre aber für die innnere Ruhe schon ganz nett.

[bernie55]

Antwort auf Beitrag Nr.: 31.992.861 von bernie55 am 15.10.07 09:02:16

pinvestment2 schreibt:
another way to look at it - tysabri is actually approved for CD

if the FDA wanted more info after THE FULL 10 MONTH REVIEW then they could have just issued an approvable letter - instead they are looking at the riskmap

thus I think this is actually pretty good news and that this portends approval in three months



http://www.investorvillage.com/smbd.asp?mb=160&mn=160564&pt=…

[bernie55]

...no panic in D ...


871331

Geld
17,22

Brief
17,70

Zeit
15.10. 09:06
-------------------------------------------

903801

Geld
16,40

Brief
16,70

Zeit
15.10. 09:09

Geld Stk.
1.000

Brief Stk.
1.000

[Birgit.Tersteegen]

...trotzdem:Behörden + Beamte...

Msg: 160592 of 160592 10/15/2007 3:15:00 AM Recs: 5 Sentiment: Not Disclosed
By: pinvestment2

it is not bad news

if they didn't want to approve it they would have issued an approvable letter

it is pretty straight forward

i think what is more important is that the likelihood of approval went up and now it has been shifted to a period of time where ELN will look even stronger with aab-001 phase III in motion and after BIIB is bought for a very large price - thus signalling to the market the proper valuation that should be put on the other 1/2 of tysabri

[Birgit.Tersteegen]

Der Kurs steigt--ich verstehe...wir brauchen einfach nur nicht so gute Nachrichten und werden reicher---ich wusste doch,dass ich Börse noch nie so ganz verstanden habe....

[bernie55]

Antwort auf Beitrag Nr.: 31.993.204 von Birgit.Tersteegen am 15.10.07 09:23:15

...das ist die gute Nachricht in der noch " schlechten " Nachricht.....


....aufgeschoben ist nicht aufgehoben.........

[Poppholz]

Antwort auf Beitrag Nr.: 31.993.204 von Birgit.Tersteegen am 15.10.07 09:23:15

bei der Zulassung wäre der Kurs wahrscheinlich 10% eingeknickt.

[bernie55]

Antwort auf Beitrag Nr.: 31.993.204 von Birgit.Tersteegen am 15.10.07 09:23:15

..ich lach mich krümmelig, wenn wir heute auf 27 USD gehen.....

[Poppholz]

Antwort auf Beitrag Nr.: 31.993.262 von Poppholz am 15.10.07 09:26:36

interessant ist aber auch, dass kein Mensch in FFM verkauft zu den Kursen.



(sind ja auch viel zu niedrig)

[bernie55]

Antwort auf Beitrag Nr.: 31.993.262 von Poppholz am 15.10.07 09:26:36

bei der Zulassung wäre der Kurs wahrscheinlich 10% eingeknickt.

...genau KNICK.....


...und jetzt macht`s KNACK....

[Poppholz]

Antwort auf Beitrag Nr.: 31.993.275 von Poppholz am 15.10.07 09:27:20

Zukaufen ist bei mir leider auch nicht mehr drin, da ich mein "freigegebenes Budget" schon voll investiert habe.

Mein Carport zu Hause wird immer nur häppchenweise weiter gebaut, da die finanziellen Mittel momentan nicht zur Verfügung stehen.

[Poppholz]

871331 wir in FFM mit €18,00 zu €18,30 getaxt.

[bernie55]

Antwort auf Beitrag Nr.: 31.992.461 von Birgit.Tersteegen am 15.10.07 08:32:26

..dieses Thema scheint alle viel mehr zu interessieren !!!!



Monday October 15, 2:00 am ET


DUBLIN, Ireland--(BUSINESS WIRE)--Elan Corporation, plc (“Elan“) has noted the announcement on October 12, 2007 by Biogen Idec Inc. (“Biogen“) that Biogen has received expressions of interest from third parties and that its Board of Directors has authorized its management to evaluate potential interest in acquiring the Company.


Elan has a 50% interest in the TYSABRI collaboration. TYSABRI was discovered and largely developed by Elan, and was partnered with Biogen in 2000 for multiple indications. Under the terms of the Collaboration Agreement, if a third party acquires control of Biogen,

Elan has several options:

- the right to acquire for fair value the 50% economic interest in TYSABRI currently held by Biogen;

- under certain circumstances, the ability to sell its 50% economic interest in TYSABRI; or, to continue with the existing agreement.

- Elan also may consider restructuring the Collaboration Agreement in connection with a third party's acquisition of Biogen.

If Biogen’s evaluation process results in a change of control, Elan will evaluate the forgoing options in the best interest of its shareholders. Elan has engaged Lehman Brothers to assist in assessing and analyzing all options as appropriat

......ich bin wirklich gespannt , zu welcher Option LEHMAN Brothers Elan raten wird......


..ich hätte noch eine vierte Option:

WYETH übernimmt ELAN inkl. Tysabri Optionen..[/

[Poppholz]

Antwort auf Beitrag Nr.: 31.993.490 von bernie55 am 15.10.07 09:39:06

Deine vierte Option scheint mir einleuchtend.

In der Vergangenheit wurde über eine "mögliche Übernahme" schon mal spekuliert.

Wenn ELAN jetzt wirklich die vollen Rechte an Tysabri bekommen sollte, wird Elan für WYETH zu einem Übernahme-Kandidaten, da WYETH den aktuellen Stand der Alzheimer Forschung genau kennt und somit den Wert von ELAN dann am besten einschätzen kann.

Eine mögliche Übernahme wird aber erst in Frage kommen, wenn die Verhältnisse für Tysabri geklärt sind.

[Poppholz]

London und Irland gehen schon nach oben mit relativ großen Order.

Aktuell:

London:
17,20 zu 17,37

Irland:
17,20 zu 17,35

[bernie55]

UPDATE 1-Elan hires Lehman, seen winner in any Biogen sale

Mon Oct 15, 2007 4:50am
By Jonathan Saul

DUBLIN, Oct 15 (Reuters) - Irish drug company Elan Corp (ELN.I: Quote, Profile, Research) said on Monday it had hired Lehman Brothers to advise it on options for its Tysabri drug collaboration with Biogen Idec (BIIB.O: Quote, Profile, Research) after the U.S. firm put itself up for sale.

Elan has a 50 percent interest with Biogen in Tysabri, a multiple sclerosis drug that is rebounding after being pulled from the market in 2005 due to safety concerns, and analysts said the potential sale of Biogen put Elan in a strong position.

Shares in Elan were trading 8.9 percent higher at 17.20 euros by 0825 GMT, compared with a 0.5 percent gain on the wider Irish market (.ISEQ: Quote, Profile, Research).

Biogen, one of the world's largest biotechnology companies, best known for its flagship multiple sclerosis drug Avonex, said on Friday it had put itself up for sale.

Elan said that if Biogen was sold, it had various rights, including a right to acquire Biogen's interest for "fair value." It also has the right to sell its Tysabri interest, continue the pact or restructure it, it said.

"If Biogen's evaluation process results in a change of control, Elan will evaluate the forgoing options in the best interest of its shareholders," it said.

One interested party, Biogen said last week, was billionaire investor Carl Icahn, who recently took control of biotechnology company ImClone Icahn, who has increased his stake in Biogen to about 4 percent from 1 percent, last week made an offer for the company of at least $23 billion, the Wall Street Journal reported, citing people familiar with the matter.

Analysts see Elan benefiting from a Biogen sale to a large pharmaceutical company, which was expected to mean that the Irish drug firm would have no reason to object to a deal. Elan declined to comment.

"A BIIB (Biogen) transaction will help crystallise value for the Tysabri franchise," Davy analyst Jack Gorman wrote in a research note.

NCB analyst Orla Hartford said regardless of the outcome, it was a "win-win" situation for Elan.

"Depending on the acquirer, the most likely outcome would be for Elan to continue with the current agreement or to re-negotiate the terms of the existing agreement," Hartford said.

Tysabri, which is key to Elan's future after a brush with bankruptcy in 2002, returned to the market as an MS treatment last year following its suspension in 2005 over links to a rare and potentially fatal brain disease

http://www.reuters.com/article/marketsNews/idUKL152854812007…

[bernie55]

DAVY
The announcement late on October 12th that BIIB management is exploring the possible sale of the company opens up several options for Elan regarding Tysabri. BIIB itself rose over 18% in after-market trading. Carl Icahn, already a BIIB
shareholder, has expressed an interest in acquiring the business.

Elan has a number of options open to it should a BIIB deal materialise. It can acquire BIIB's 50% interest in Tysabri, sell its own stake in certain circumstances, or continue with a prospective new owner under the existing or a restructured collaboration. In any case, a BIIB transaction will help crystallise value for the Tysabri franchise.

Meanwhile, the FDA has extended its review period for Tysabri's Crohn's indication as it wishes to further analyse the proposed risk management plan. Although the final determination is extended by up to three months, we would read this as a positive as if the risk management plan is the central discussion point, a prospective approval is being actively considered.

http://www.investorvillage.com/smbd.asp?mb=160&mn=160614&pt=…

[bernie55]

GOODBODY
Bids for Tysabri partner spark interest

Analyst: Ian Hunter

On Friday evening, Biogen Idec announced that it had received expressions of interest in the company, including one from investor, Carl Icahn, which is thought to be c.$23bn. He considers the company has a valuable pipeline of drugs that has gone unnoticed. The Board has authorised management to evaluate the price and terms that third parties might be offering, to see if they represent better value to shareholders than if the company continued on a stand-alone basis. Elan subsequently announced this morning that it is evaluating its options with regard to the 50:50 joint venture with Biogen Idec on Tysabri. The company can: (i) acquire for fair value the 50% economic interest in Tysabri currently held by Biogen Idec; (ii) sell its 50% economic interest in Tysabri; or (iii) continue with the existing collaboration agreement. Separately, and counter to this general announcement, it has been reported that Carl Icahn said that Elan won't block his bid to purchase Biogen Idec and that it would not activate its change of control provision. We currently have Tysabri sales peaking at $2.1bn in 2009 and Biogen management implied annualised sales of $2.8bn by 2011(100,000 patients on medication by the end of 2010). At 4.5x to 5.0x peak sales, this would put a commercial value on Tysabri of $9.5bn to $14bn with Elan's portion breaking out at c.$10 to $15 per share.


FDA decision on Tysabri for the treatment of Crohn's postponed three months

In a separate statement, Elan and Biogen Idec this morning announced that the FDA will extend its regulatory review of Tysabri as a treatment for Crohn's by up to three months. On 31 July, an FDA advisory committee meeting recommended that Tysabri be approved for the treatment of Crohn's Disease. We still have no numbers in our model for sales of Tysabri into the Crohn's market. Given the neurology-based safety programme that might be required, its relative efficacy and the existence of modern, effective treatments, we have seen Tysabri as a second line therapy at best in the treatment of Crohn's. However, if there is a continued absence of PML in increasing numbers of patients using Tysabri to treat MS, there may be the possibility that the Administration relax safety monitoring. A further three months will give the FDA time to consider its options.

http://www.investorvillage.com/smbd.asp?mb=160&mn=160621&pt=…

[bernie55]

NCB
After the market closed on Friday BiogenIdec disclosed that it had received “expressions of interest” to acquire the company including one from Carl Icahn.
BiogenIdec’s board has directed management to assess whether the sale of the company could achieve better value for its shareholders than the company’s own strategic plans which they recently outlined.

• In the event of a Change of Control at BiogenIdec there are a number of options open to Elan; (i) exercise its right to purchase BiogenIdec’s interest in Tysabri at fair value,
(ii) continue its obligations under the current agreement, (iii) consider re-negotiating the current agreement or (iv) under certain circumstances sell its interest in Tysabri to the
acquired company. In making a decision Elan will consider the acquirer, the price and any proposed post Change of Control changes (strategies, commitments etc).
• Depending on the acquirer, the most likely outcome would be for Elan to continue with the current agreement or to re-negotiate the terms of the existing agreement. With debt
commitments of c.$1.8bn due in 2011-2013 (net debt of $915m) and Elan not expected to reach profitability until 2009, we think based on existing financial commitments that it
would be difficult for Elan to finance the purchase of BiogenIdec’s share of Tysabri.
That said, it remains possible that Elan along with a third party could be interested in purchasing BiogenIdec’s 50% share of Tysabri with Elan structuring the new agreement with more favourable terms (e.g. a 55:45 profit split for Elan compared to the current 50:50 split).
• Based on our forecasts of c.$2bn Tysabri peak sales (c.60,000 patients), we estimate a value of c.$4-5bn for Elan’s 50% share of Tysabri. BiogenIdec has outlined a target of
100,000 patients on Tysabri by the end of 2010, which is well in excess of our patient numbers.
• It will likely take a few months for further clarity to be gained on BiogenIdec’s future. In the event of a Change of Control we understand that 30 days prior to the Change of Control that Elan must disclose its intentions to purchase BiogenIdec’s share or continue with the existing agreement. Regardless of the outcome, the pressure on BiogenIdec to drive Tysabri market share growth towards its year-end 2010 target should represent a win-win situation for Elan given (i) the relatively low Tysabri market
forecasts and (ii) that Elan is more geared to Tysabri profit growth than BiogenIdec.

The FDA has extended its regulatory review of Tysabri for Crohn’s Disease (CD) by 3 months as it requires additional time to review the proposed TOUCH-like RiskMap which will be implemented to help mitigate the potential risk of patients developing PML. In July 2007, an FDA advisory committee meeting strongly recommended approval of Tysabri for CD.
• The indication proposed by Elan/BiogenIdec in CD is in patients with moderate to severe active CD who had an inadequate response or in patients who are unable to tolerate conventional therapies (steroid and immunosuppressants) and to warn against
use with immunosuppressant therapy. We have not factored in approval of Tysabri for CD in our valuation assessment. Given the indication proposed we expect Tysabri to be confined to a 3rd line treatment.

• A final decision is now expected by the FDA by 13th January 2008. While unlikely given the strong recommendation for approval, it still remains possible that the FDA could overrule the decision from the advisory committees and not grant approval.

- ....Schisshasen... -
A sales and marketing infrastructure targeting Crohn’s physicians is expected to be established by Elan over the coming months.

http://www.investorvillage.com/smbd.asp?mb=160&mn=160623&pt=…


Wenn die Jungs von NCB sich mal da nicht vertun...

[bernie55]

...da war doch was....

D E J A - V U


22 March 2006
Biogen Idec and Elan Announce That FDA Will Extend Regulatory Review Period for the Reintroduction of TYSABRI® for Multiple Sclerosis

15 October 2007
Elan and Biogen Idec Announce That FDA Will Extend Regulatory Review Period for TYSABRI(R) for Crohn's Disease

Grüße bernie55

[Birgit.Tersteegen]

na,wenn ich diese Kurse sehe---+10% reg ich mich ja glatt wieder ab.............wir hatten eben vorher zu viele einfach nur GUTE Nachrichten...da KONNTE die Aktie ja auch nicht steigen....

SEHR SPANNEND ALLES!!

[bernie55]

...vorbörslich 25,14 USD

[bernie55]

UPDATE: Elan Outlines Tysabri Options, Appoints Advisers



By Elena Berton, Of DOW JONES NEWSWIRES

LONDON -(Dow Jones)- Irish pharmaceutical company Elan Corp. PLC (ELN) Monday outlined options over its key drug, multiple sclerosis treatment Tysabri, after its partner Biogen Idec Inc (BIIB) disclosed it has received interest from potential buyers.

The Dublin-based drugmaker also said it appointed investment bank Lehman Brothers Holdings (LEH) to advise on these options.

According to the terms of its deal with Biogen, which was first signed in 2000, Elan could opt for a number of alternatives if its partner is taken over.

Elan holds a 50% interest in Tysabri, a newer type of multiple sclerosis treatment which works by preventing immune cells from crossing blood vessel walls to reach various tissues, including the brain.

The Irish company could either sell its stake in Tysabri, acquire Biogen's interest or continue with the current agreement.

Still, it's to early to predict what path Elan will choose, said Davy Stockbrokers analyst Jack Gorman.

"The options will depend on who the interested party is," he said.

Biogen Idec, headquartered in Cambridge, Massachusetts, Friday said it is mulling a possible sale and has received several expressions of interest from potential buyers, including billionaire investor Carl Icahn.

Among the pharmaceutical companies analysts have mentioned as potential Biogen buyers are Sanofi Aventis S.A. (SNY) and Pfizer Inc (PFE).

Biogen Idec and Elan have recovered from the recall of Tysabri in 2005, after it was linked to a rare and often fatal brain infection.

The drug has since been allowed back on the market with restrictions to monitor patients for symptoms of the disease.

Separately, the two companies said Monday that the U.S. Food and Drug Administration will extend its review of Tysabri as a treatment for Crohn's disease by up to three months.

At 0802 GMT Elan shares were trading up EUR0.90, or 5.7%, at EUR16.70 in Dublin.

Company Web site: http://www.elan.com

-By Elena Berton, Dow Jones Newswires; 44 20 7842 9267; elena.berton@ dowjones.com


http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20071…

[Birgit.Tersteegen]

Msg: 160646 of 160701 10/15/2007
By: okz45
Why L E H M A N ?

Has consistantly downplayed the value of Tysabri.
Kelly is one shrewd custimer. LEHMAN is being retained strictly as Kelly's mouthpiece.
Underestimating this man has always been aproblem on this Board. It is times like this
that makes some of us chuckle.

Just look at those sitting at the table. GS has been the Investment Banker for Ean since Nov. of 2004. Kelly worked for
ML for 21 years. The Icahn and Kelly have been seen together at Princeton reunions in the past.

Now he puts an ELAN button on the Lehman lapel.

Is there a message here for the Investment Community?

The Financial PR on this move is priceless.
Give us the Protocol on BAP and we may even have a part of the WSJ reserved for us.

Good times for the patient ahead

My opinion
as we
Watch Elan Grow

[Poppholz]

auch schön, wie manche Sachen aus dem Zusammenhang gerissen werden:

Börse Go
US-Vorbörse: Biogen Idec Aktie +19%
Montag 15. Oktober 2007, 14:41 Uhr

Elan Corp. PLC und Biogen Idec Inc (NASDAQ: BIIB - Nachrichten) . geben bekannt, dass die US-Gesundheitsbehörde FDA die Prüfung auf Vermarktungsfähigkeit des Medikaments Tysabri zur Behandlung von chronischen Darmentzündungen verlängern wird. Eine Entscheidung werde nun bis zum 13. Januar, möglicherweise aber auch schon früher erwartet. Als Grund für die Verschiebung der Entscheidung gab die Behörde an, weitere Zeit zur Auswertung der von Elan (Dublin: DRX.IR - Nachrichten) und Biogen eingereichten Daten zu benötigen.

Die Aktie von Biogen Idec steigt vorbörslich um 19,4% auf 82,99 Dollar an.

[Weblech]

<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<<

[bernie55]

Antwort auf Beitrag Nr.: 31.999.809 von Weblech am 15.10.07 15:22:48

>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>

[Cyberhexe]

Antwort auf Beitrag Nr.: 31.999.409 von Poppholz am 15.10.07 15:04:45

Ist man in einen Sachverhalt sehr gut eingelesen und man versteht auch dessen Hintergründe, hat man die Möglichkeit, die dazu veröffentlichten Pressemitteilungen auf deren Wahrheitsgehalt hin zu überprüfen. Und immer dann, wenn man über etwas sehr gut Bescheid weiss, hat man festzustellen, dass viele Informationen entweder total falsch oder aber unvollständig wiedergegeben werden. Eigentlich erschreckend - und für mich genug Anlass, auch Dinge zu hinterfragen, zu denen ich wenig bis keine Ahnung habe.



Elan vorbörslich aktuell auf $24,80
http://www.nasdaq.com/aspxcontent/ExtendedTradingTrades.aspx…

[bernie55]

24,75 - 24,83

..unser Schätzchen pendelt sich ein....

[bernie55]

..ab 24,55 stehen auf der BID Seite bis zu 22,55 nur 3000er, 10000er Pakete.......

[Birgit.Tersteegen]

Msg: 160820 of 160832 10/15/2007 9:38:58 AM Recs: 11 Sentiment: Not Disclosed
By: JBWIN Send PM Profile Ignore Recommend Add To Favorites
Goldman Sachs Adds ELN to Conviction Buy List

Elan Corp-ELN added to Conviction Buy List; maintain Buy@GSCO

[Birgit.Tersteegen]

Leerink Swan Estimates Tysabri Value to BIIB 9.8B and Believes ELN Stock Should Increase ... when?

BIIB takeout speculation good for ELN shares


News that BIIB will assess interest in acquiring the company is a positive

for ELN shares, too, in our opinion.

• We believe the asset a strategic buyer of BIIB would value most highly is

Tysabri, the re-launch of which is proceeding well.

• Our modeling indicates that almost half of BIIB's earnings in 2010 come

from sales of Tysabri. Based on that fraction and the closing price for BIIB

last Friday of $69, we estimate the value of Tysabri to BIIB to be on the

order of $9.8B.

• Assuming a similar value to ELN (given that ELN and BIIB have a 50:50

collaboration), the per share value of Tysabri would approximate $21.

Previously, we estimated the value of Tysabri to be in the $12 range.

• We performed DCF analysis to calculate the NPV of Tysabri. Basic

assumptions include Tysabri patent expiration in 2015 (although

manufacturing patents could extend protection), Tysabri sales projections

from our published Monte Carlo simulation and a 15% WACC. Our analysis

suggests an NPV of $19 per share.

• Based on these calculations, albeit somewhat crude given that an

acquisition of BIIB would occur for reasons and and to acquire assets other

than Tysabri, we believe ELN shares should increase in the $7-$9 range,

given the news announced last Friday.

• We continue to focus investor attention on ELN shares. Upcoming

milestones include the FDA decision on the sBLA for Tysabri to treat

Crohn's disease and the initiation of the Phase III clinical trial of Alzheimer's
disease drug candidate AAB-001 (bapineuzumab).


INVESTMENT THESIS

Over the coming years, we believe ELN will be repositioned in the minds of investors as one of

the more compelling drug development stories in the biotechnology sector and will be less

perceived as a specialty pharmaceutical company with drug development technologies. With the

commercialization of Tysabri for treating relapsing forms of multiple sclerosis (MS) and the

recent announcement that Phase III testing of the monoclonal antibody (MAb) AAB-001

(bapineuzumab) would begin in 2007, ELN appears to be delivering on commercializing

scientific expertise relating to two important biological targets, namely integrins and beta

amyloid (Abeta). Tysabri and AAB-001 could generate sizable revenues and, at earlier stages in

development, are a series of other drug candidates that are focused on similar modalities. If

effective, they could be superior/complementary to Tysabri or AAB-001 by virtue of route of

administration (oral vs. injectable), cost (small molecule vs. macromolecular proteins) or disease

severity. Importantly, they may provide the next-generation products that ELN would likely need

to preserve long-term competitiveness. The obvious success of Tysabri and the evident potential

of AAB-001 serve to validate the company's therapeutic platform, potentially de-risking the

pipeline. We believe a fair value of ELN shares in the 12-month horizon is approximately $40

derived from Monte Carlo simulation.

Valuation

We believe a fair value of ELN shares in the 12-month horizon is approximately $40 derived from

Monte Carlo simulation with an expected EPS of $3.51 discounted at 15% (we accounted for

development risk in simulation) and a PE of 35X. The 2015E EPS of $3.19 depicted in the

published P&L differs from the EPS used for valuation purposes in that the valuation calculation

is based on an expected EPS, $3.51, derived from the Monte Carlo simulation. Given the manner

in which the simulation operates, in simulated trials, revenues may differ from those of any

separate trial. Thus, EPS estimates derived from simulation are slightly different from those

calculated from average revenues. Using the $3.19 EPS estimate, a 12-month fair value for ELN

would be $37.

[bernie55]

Antwort auf Beitrag Nr.: 32.000.561 von Birgit.Tersteegen am 15.10.07 15:49:36

Using the $3.19 EPS estimate, a 12-month fair value for ELN would be $37.


...and that`s only the beginning.......

[Poppholz]

Kurs pendelte eben noch um die $24,-.

Jetzt nach oben auf $24,22.

[Poppholz]

Antwort auf Beitrag Nr.: 32.001.031 von Poppholz am 15.10.07 16:04:40

Kurs wieder runter auf $23,75.

[Poppholz]

Antwort auf Beitrag Nr.: 32.001.031 von Poppholz am 15.10.07 16:04:40

hat einer von Euch die aktuelle Short Quote für ELAN?

Da bestimmt einige auf eine Vertagung der Entscheidung durch die FDA spekuliert haben (was ja auch eingetroffen ist), so durchkreuzt der mögliche Verkauf von BIOGEN ja nun doch die Pläne.

Somit wäre in den nächsten Tagen die Frage, ob die Shorties glatt stellen werden oder im Vorfeld noch einmal die Flucht nach vorne antreten und den Kurs entsprechend nach unten zu drücken.

[bernie55]

8th International Conference on Alzheimer’s Disease Drug Discovery

New York, NY •

October 15-16, 2007

Presented by the Alzheimer's Drug Discovery Foundation


http://www.worldeventsforum.com/addf/program.html

[Cyberhexe]

Antwort auf Beitrag Nr.: 32.003.305 von Poppholz am 15.10.07 17:29:32

Shares Short 8,590,800
Days to Cover (Short Ratio) 2.9
Short % of Float 1.97 %


http://www.shortsqueeze.com/index.php?symbol=eln

[Birgit.Tersteegen]

Msg: 160950 of 161019 10/15/2007 11:19:10 AM
By: biobetter S
Prohost on Elan

WHY ELAN MUST SOAR?

Elan’s stock’s is rallying because, besides Tysabri and the the firm's NanoCrystal Technology, today’s article in The New York Times about a new predictive test for Alzheimer's disease has a great impact. The article said that a team of scientists, based mainly at Stanford University developed a test that was about 90 percent accurate in distinguishing the blood of people with Alzheimer’s from the blood of those without the disease. More important is that the test was also accurate in predicting which patients with mild memory loss would go on to develop Alzheimer’s disease two to six years later. The article said that the real usefulness of an early diagnostic test would come when drugs are developed that slow or halt the progression of Alzheimer’s disease.

The drugs in development for Alzheimer’s disease would be most valuable if they could be used before cognitive ability had declined too much.

Elan has the most promising program for Alzheimer’s disease. Identifying the susceptible individuals years before they develop Alzheimer’s disease would definitely boost the value of these programs, as the drug and the vaccine developed by Elan and Wyeth are on top of the list of most promising investigational treatments that can prevent and treat Alzheimer’s disease.

The Biogen Idec Situation

Elan has a 50 percent interest with Biogen in Tysabri, a multiple sclerosis drug that is rebounding after being pulled from the market in 2005 due to safety concerns. As BIIB is put for sale, Elan said that if had various rights, including a right to acquire Biogen's interest for "fair value." It also has the right to sell its Tysabri interest at a high value. "If Biogen's evaluation process results in a change of control, Elan will evaluate the forgoing options in the best interest of its shareholders," it said.

Elan is in a win win situation.

[bernie55]

After Hours
Last: $ 24.20
After Hours
High: $ 24.20
After Hours
Volume: 51,700
After Hours
Low: $ 24

After Hours
Time (ET) After Hours
Price After Hours
Share Volume
16:53 $ 24.20 30,000
16:45 $ 24.10 35,000
16:26 $ 24.0265 8,100
16:26 $ 24 10,800
16:25 $ 24 900
16:21 $ 24 1,000
16:17 $ 24.17 100
16:17 $ 24.17 100
16:16 $ 24.05 500
16:16 $ 24 100
16:03 $ 24.10 100

[Birgit.Tersteegen]

Breaking News
Elan Mulls Options for MS Drug Tysabry



More Breaking News

More...

Of DOW JONES NEWSWIRES

LONDON -(Dow Jones)- Irish pharmaceutical company Elan Corp. PLC (ELN) Monday outlined options over its key drug, multiple sclerosis treatment Tysabri, after its partner Biogen Idec Inc (BIIB) disclosed it has received interest from potential buyers.

The Dublin-based drugmaker also said it appointed investment bank Lehman Brothers Holdings (LEH) to advise on these options.

According to the terms of its deal with Biogen, which was first signed in 2000, Elan could opt for a number of alternatives if its partner is taken over, a scenario which could potentially boost Elan's share price.

Analysts say Elan has much more riding on the success or failure of Tysabri than does Biogen Idec. The MS drug is regarded as a blockbuster that has the singular promise of reversing Elan's fortunes.

Investors liked the news as most analysts see a positive or win-win outcome for Elan. At 1105 GMT Elan shares were trading up EUR2.00, or 12.7%, at EUR17.80 in Dublin.

Elan holds a 50% interest in Tysabri, a newer type of multiple sclerosis treatment which works by preventing immune cells from crossing blood vessel walls to reach various tissues, including the brain.

The Irish company could either sell its stake in Tysabri, acquire Biogen's interest or - in a scenario that analysts see as more likely - Elan could continue with the current agreement.

Analysts say Elan is unlikely to sell its 50% stake in Tysabri, because it's had consistently higher expectations than consensus estimates for Tysabri, and it's unlikely to afford to buy Biogen Idec's 50% stake by itself.

Elan is heavily indebted. With debt commitments of about $1.8 billion due in 2011-2013 and net debt of $915 million, NCB Stockbrokers said Elan does not expected to reach profitability until 2009. NCB has a buy on Elan.

A fourth option is also possible: Elan could buy Biogen's 50% share of Tysabri with a third party, allowing Elan to structure the new agreement so it will own over 50% of Tysabri rather than the current 50/50 split.

Still, it's to early to predict what path Elan will choose, said Davy Stockbrokers analyst Jack Gorman.

"The options will depend on who the interested party is," he said.

Biogen Idec, headquartered in Cambridge, Massachusetts, Friday said it is mulling a possible sale and has received several expressions of interest from potential buyers, including billionaire investor Carl Icahn.

Goodbody Stockbrokers said Icahn is thought to be offering about $23 billion, more than the current market valuation of about $20 billion.

"He considers the company has a valuable pipeline of drugs that has gone unnoticed," said Goodbody's Ian Hunter, who says Icahn would likely sell off pieces of Biogen.

Among the pharmaceutical companies analysts have mentioned as potential Biogen buyers are Sanofi Aventis S.A. (SNY) and Pfizer Inc (PFE).

Biogen Idec and Elan have recovered from the recall of Tysabri in 2005, after it was linked to a rare and often fatal brain infection.

The drug has since been allowed back on the market with restrictions to monitor patients for symptoms of the disease.

Goodbody, which has an add on Elan, sees Tysabri sales peaking at $2.1 billion in 2009, while Biogen Idec management has implied annualized sales of $2.8 billion by 2011.

At four to five times peak sales, Goodbody said this would put a commercial value on Tysabri of $9.5 billion to $14 billion, with Elan's 50% stake representing $10-$15 per share.

Separately, the two companies said Monday that the U.S. Food and Drug Administration will extend its review of Tysabri as a treatment for Crohn's disease by up to three months.

Still, given the neurology-based safety programme that might be required, its relative efficacy and the existence of modern, effective treatments, Goodbody sees Tysabri as a second line therapy "at best" in the treatment of Crohn's.

Company Web site: http://www.elan.com

[Birgit.Tersteegen]

Re: succinct large letters



Biogen IDEC has announced that it is evaluating a sale of the company

after receiving several approaches. Elan and Biogen IDEC jointly market

MS drug Tysabri. There is a change of control provision in the Tysabri

agreement, such that if either Biogen or Elan is acquired, the other

company has the right to buy the 50% of Tysabri it does not already own.

Should Biogen IDEC be acquired, it will trigger the change of control

provision in the agreement. In our view, in this scenario, there are multiple

potential outcomes for Elan, all of which are value-accretive. As such, we

are adding the stock to our Conviction Buy List.

CATALYST

In our view, the potential scenarios for Elan should Biogen IDEC be

acquired are: Elan does nothing and benefits from having a stronger

marketing partner for Tysabri; Elan acquires the 50% of Tysabri it does not

own, using debt and equity; Elan acquires the remaining 50% of Tysabri in

conjunction with a partner; Elan re-negotiates the Tysabri agreement with

the new owner of Biogen IDEC, to Elan’s benefit; or Elan is also acquired.

Valuation

Our 12-month risk-adjusted DCF price target is US$29/ADR. Should any of

the above scenarios prevail, we would expect our price target to increase,

although the magnitude of any increase is outcome-dependent.

Key risks

Risks include Biogen IDEC not being sold. However, the greatest risk

remains new cases of PML, which could negatively impact sales of

Tysabri, our forecasts, rating and price target. No new cases of PML have

been seen up until the end of September and the potential to use

plasmapharesis in any patient with suspected PML could ameliorate the

risk to Tysabri’s outlook.

INVESTMENT LIST MEMBERSHIP

Pan-Europe Buy List

Pan-Europe Conviction Buy List

Coverage View: Neutral

Goldman Sachs is acting as financial advisor to Biogen Idec Inc. in an announced strategic transaction.

[bernie55]

....nach dem gestrigen Tag, der unserer Seele gut tat , nun mal etwas fürs Auge.....

[Birgit.Tersteegen]

MOIN!

Msg: 161279 of 161319 10/15/2007 8:42:15 PM
By: elmer92692
Gee.....


The board reminds me of a kid's birthday party right after the clown arrives. That having been said, let's discuss the happenings.
First, I agree with Doodah. The jury on KM, as a CEO, is out until the fat lady sings. Also, how anyone could criticize the man for hiring counsel totally escapes me. Oh well.
Between the option players, traders, and shorts/bashers masquerading as longs, it's getting easy to forget who really makes the big money. It's not them. Just check the stats. It's the buy and hold guys, those who ignore all the meaningless noise.
As I see it, the really big event, is the AAB-001 Phase 2 data. If that data is strong, we're going to need a bigger truck.
Since BM there have been days when many of us felt good times would never come again. After so many disappointments, it seemed too painful to continue to hope. Well, the rainbow is now appearing before our eyes, all we have to do now is walk towards it. Becoming wealthy is our reward for following our convictions, knowing in our hearts Elan is truly the stock of a lifetime. Cheers

[bernie55]

IRISH INDEPENDENT

By Ailish O'Hora
Tuesday October 16 2007


Shares in drugmaker Elan hit their highest levels in two years yesterday after activist investor Carl Icahn made a bid for one of its US research partners, Biogen Idec.

According to analysts, the move could trigger a separate bid for Elan or the Irish company's 50pc share of multiple sclerosis (MS) treatment Tysabri, which Elan develops with Biogen.

Shares in Elan finished yesterday up over 6.6pc at €16.81, giving the company a market capitalisation of close to €8bn by close of business in Dublin. The shares are up 60pc so far this year.

Under the terms of Elan's relationship with Biogen, there is a change of ownership clause. Elan has several options, the company pointed out yesterday, and has hired Lehman Brothers to advise it on its options in relation to the deal.

Under certain conditions it could sell its 50pc stake in Tysabri, acquire the 50pc economic interest in Tysabri owned by Biogen or continue as it is.

The company could also restructure the partnership agreement.

Difficult

It is unlikely that Elan would be in a position to acquire the 50pc stake in Tysabri it currently doesn't own, analysts said yesterday.

"They would have to issue paper and it would be difficult," said one analyst.

He added one possibility is that Elan would be willing to sell its interest in Tysabri, although the company has consistently had higher expectations than consensus levels for Tysabri.

Mr Icahn said at the weekend he did not expect Elan to activate its control provision in the event of a third-party offer for Biogen.

Biogen said last Friday that it put itself up for sale after the billionaire investor made a $23bn (€16bn) offer, while sources said yesterday he could pay more.

Some analysts have projected that Tysabri sales could exceed $2bn (€1.4bn) in three years.

Demand

Biogen last month forecast sales and revenue growth higher than analysts estimated, citing increased demand for Tysabri.

The company expects 100,000 patients to be using Tysabri by the end of 2010.

Biogen is valued at 30 times profit, down from 48 times before February 2005, when Tysabri was temporarily withdrawn from the market because of a link to a rare blood infection.

Regulators allowed Biogen and Elan to resume selling the drug last year because studies showed that it was more effective against MS than any other medication.

Mr Icahn is known for buying into companies he deems undervalued and pressing for changes or a sale. He bought up just under 1pc of Biogen in August.

He bought shares in US firm MedImmune before forcing a sale of the biotech company in April.

- Ailish O'Hora


http://www.investorvillage.com/smbd.asp?mb=160&mn=161320&pt=…

[bernie55]

Davy

Price $24.17 Target: $21.00 Issued: 21/05/07 Previous: $16.10 Issued: 16/02/07
The speculation regarding the future of BiogenIdec (BIIB) introduces a new element to the Elan story, as the first commercial valuation of the Tysabri asset will be
implicitly included in any transaction.
The respective changes in market cap yesterday (October 15th) offer one way of measuring Tysabri's value to BIIB (and hence to Elan).
BIIB's market cap surged by approximately $3.8bn yesterday following itsannouncement, while Elan's market cap rose by $850m. On this basis, the Tysabri element was equivalent to approximately 22% of the BIIB valuation increase.
With speculated takeout valuations on BIIB of over $25bn, and assuming that itsshare in Tysabri represents the same 22% of this, this would place a $5.5bn

Travis Perkins

http://www.investorvillage.com/smbd.asp?mb=160&mn=161322&pt=…

[Birgit.Tersteegen]

By: rxdudette ---meine Lieblingsautorin im IV--sie liebt den Wein auch....
Posted as a reply to msg 161267 by rowerx1
Re: My take on the TYSABRI-for-Crohn's delay---good news & bad news

The good news is we got an approval today (without it being said) ---- the bad news is the general public doesn't know that. An "approvable letter" was not issued, therefore, Tysabri in Crohn's is approved.............My take is the FDA wants to appear CAREFUL in their approval of a drug that has been pulled for safety concerns...they want to appear that they are being extremely cautious in a disease state that involves patients that are immunocompromised. KM knows all he needs to know and knew it before this announcement.......bidness as usual......labeling and risk map will be completed and this very efficacious drug will be available to those that need it.

LIFE IS VERRRRRRRY GOOD IN ELANVILLE .... but we have known that for a very long time.........the payoff will be sweeeeeeet.

Cheers - kisses - love to Lauren..........we are after all ..........


ELAN LONGS !!!!!!!!!!

CHEERS,
RX

[bernie55]

Antwort auf Beitrag Nr.: 32.019.388 von Birgit.Tersteegen am 16.10.07 10:26:48

meine Lieblingsautorin im IV--sie liebt den Wein auch....

....dann haben wir nicht nur in D eine MERLOT-Weinkönigin im ELAN Thread, sondern auch in den USA....

...WWWOOHHHH....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.020.261 von bernie55 am 16.10.07 11:00:59

.....boshaft könnte man auch sagen:


ELAN TREIBT AKTIONÄRE IN DEN SUFF

[bernie55]

Antwort auf Beitrag Nr.: 32.020.484 von Birgit.Tersteegen am 16.10.07 11:10:02

ELAN TREIBT AKTIONÄRE IN DEN SUFF


..weil sie sich es mittlerweile finanziell leisten können , jden Tag MERLOT PARTIES zu feiern....

[Poppholz]

Antwort auf Beitrag Nr.: 32.020.550 von bernie55 am 16.10.07 11:13:45

noch handelt es sich um Buchgewinne, da wir alle zu "vorausschauend" sind.

Aber so in 2 - 3 Jahren, ...

[Poppholz]

Antwort auf Beitrag Nr.: 32.021.102 von Poppholz am 16.10.07 11:35:18

... da könnten schon mal so ca. 10% verkauft werden.

[Poppholz]

Antwort auf Beitrag Nr.: 32.021.116 von Poppholz am 16.10.07 11:36:01

(aber nur vielleicht)

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.021.102 von Poppholz am 16.10.07 11:35:18

....meinst Du,wir gesellen uns dann zu den wohlhabenden Rentnern auf Mallorca;dekorieren täglich unsere Finca um und trinken NUR NOCH???? (PS.ich bekomme noch ein Bild vom Nachwuchs,Poppi....)


FT.COM story titled "Elan eyes buying Tysabri stake"

Elan eyes buying Tysabri stake

By Andrew Jack
Tuesday Oct 16 2007 01:05
Elan, the Ireland-based biotechnology company, will consider buying back the 50 per cent outstanding interest in Tysabri, the multiple sclerosis drug, it sold to Biogen Idec (NASDAQ:BIIB) of the US if its partner goes ahead with a plan to put itself up for sale.

Elan said on Monday it had hired Lehman Brothers (NYSE:LEH) , the investment bank, to evaluate the options that would be triggered by a change of control in Biogen Idec, including the right to repurchase its interest in the drug at fair value.

It said that "under certain circumstances", it could also sell its stake in Tysabri, continue its arrangement with Biogen Idec's new owners, or renegotiate the current contract. Its decision would be taken "in the best interests of shareholders".

The analysis highlights the complexities that would be triggered by untangling Tysabri, following Biogen Idec's statement last week that it had received expressions of interest from third parties and had authorised management to evaluate them.

Regulatory filings reveal a series of agreements with Elan, which originally developed Tysabri and signed a development and marketing agreement with Biogen Idec in August 2000.

Biogen Idec manufactures Tysabri and Elan buys it back for distribution in the US, in an operation that generated net sales of $28m (£14m) in 2006 after costs and royalties. In the EU, Biogen Idec distributes the drug and shares the financial results, which resulted in losses of $28m for Elan last year.

Tysabri was approved in the US in November 2004 but then suspended pending an investigation after the death of one patient and serious side effects in another. It was reintroduced in June 2006.

Elan has a basic US patent for Tysabri to treat multiple sclerosis, expiring in 2014, and additional US patents and applications, some with Biogen Idec. The two companies have submitted a request for regulatory approval for the drug in Crohn's disease in the US and the EU.

Shares in Elan closed up 87 cents at €16.72.

[Birgit.Tersteegen]

Msg: 161331 of 161338 10/16/2007 6:20:15 AM
By: ipar4s2
Here comes Elan. "Elan eyes buying Tysabri stake" Financial Times.....Let the games begin!!

Elan eyes buying Tysabri stake
Financial Times


By Andrew Jack

Updated: 7 minutes ago
Elan, the Ireland-based biotechnology company, will consider buying back the 50 per cent outstanding interest in Tysabri, the multiple sclerosis drug, it sold to Biogen Idec of the US if its partner goes ahead with a plan to put itself up for sale.

Elan said on Monday it had hired Lehman Brothers, the investment bank, to evaluate the options that would be triggered by a change of control in Biogen Idec, including the right to repurchase its interest in the drug at fair value.

It said that "under certain circumstances", it could also sell its stake in Tysabri, continue its arrangement with Biogen Idec's new owners, or renegotiate the current contract. Its decision would be taken "in the best interests of shareholders".

[Poppholz]

Antwort auf Beitrag Nr.: 32.022.294 von Birgit.Tersteegen am 16.10.07 12:50:42

es handelt sich bezüglich der alten Verträge (vielleicht) auch um eine Auslegung des Sachverhaltes.

Meines Wissens nach würden die Rechte an Tysabri an den Partner gehen, wenn eine der beiden Firmen übernommen werden sollte.

Wenn hier nur eine "feindliche" Übernahme gemeint gewesen ist und dieser Passus nicht greift, wenn sich eine der beiden Firmen "selbst zum Verkauf" stellt.

Ich gehe davon aus, dass dies aber von den entsprechenden Instanzen geprüft wird und ELAN nicht für ein Produkt zahlen wird, dass so wie so ELAN zugeschrieben werden wird.

[Poppholz]

Boersen-News
Elan sieht mehrere Option im Falle des Verkaufs von Biogen
15.10 16:04
NEW YORK (AWP International) - Die irische Elan Corporation sieht sich im Falle der Übernahme ihres Partnerunternehmens Biogen Idec nicht unter Zugzwang. Es gebe mehrere Optionen, teilte Elan am Montag mit. Elan entwickelte das Multiple-Sklerose-Mittel Tysabri gemeinsam mit dem US-Biotechnologie-Unternehmen, das ins Visier des Grossinvestors Carl Icahn geraten ist. Elan und Biogen teilen sich die Rechte an Tysabri. Nun überprüft Lehman Brothers die Möglichkeiten für Elan im Falle eines Verkaufs des Partners. Eine Option sei die Übernahme der restlichen 50 Prozent an Tysabri./FX/fn/he

http://www.cash.ch/news/story/450/143767/40/40

[Birgit.Tersteegen]

Msg: 161371 of 161406 10/16/2007 8:30:48 AM Recs: 31 Sentiment: Not Disclosed
By: splaylaywahtheepi
This is Brilliant

This whole situation is brilliant for Elan:

1. People are paying attention and suddenly Tysabri actually looks like it is the real value in Biogen...huh? When did this happen? : )

2. Who is this Elan that seems to have control of all the options? Who are those guys?

3. There are virtually no downsides for Elan (except the one that pin mentioned: Elan plays its hand too far and nixes sale of Biogen.)

4. Valuation of Tysabri has got to be reasonable if Elan wants to buy it back - there must be some formula in the contract and with only 17K patients and a slow ramp, all data to date point to a reasonable value for Elan to purchase 50%. They won't, but it is a big stick that everyone knows Elan holds.

5. Anyone looking to buy Biogen will now look very seriously at Elan - and they are all in shopping mode.

6. Nice PR yesterday - those who wrote that Tysabri is clearly approved are, of course, right, and it is all over but the waiting. And with another 2 months (hopefully) of zero PML, the launch should be that much stronger.

Now:

* Where is my nano news dammit?
* Where are the ELND-005 and AAB-001 trial milestone announcements?

[Birgit.Tersteegen]

By: JBWIN Send PM Profile Ignore Recommend Add To Favorites
Cowen AD Panel re Disease Modifying Drugs (suggests n=2000 re P III BAP trial)




Alzheimer’s Disease: ’08 A Big Year For Disease Modifying

Agents. The panel docs predict MYGN’s Flurizan will show positive trend,

but not significant disease modification. They are eager to initiate the 2,000

patient Phase III program for WYE/ELN’s bapineuzimab in November/

December, and predict a U.S. Phase II trial will be required for MDVN’s
Dimebon.


Health Care

4 October 16, 2007

Panel Highlights

Alzheimer.s Disease

Physicians Cautious On Outlook For MYGN.s Flurizan.

Myriad Genetics. Flurizan (tarenflurbil; r-flurbiprofen) is the r-enantiomer of

flurbiprofen, a non-steroidal anti-inflammatory (NSAID) drug. Flurizan is believed to

act as a gamma secretase modulator and is currently in Phase III trials for

Alzheimer.s disease. Initial Phase III results for Flurizan are expected to be released

in Q2:08. The Phase II results for Flurizan were mixed, and our physician panelists

are cautious on the outlook for Flurizan in Phase III. Seventy-five percent of

physicians we surveyed as part of our panel preparation indicated that the ongoing

US pivotal Phase III trial of Flurizan is unlikely to support FDA approval. Assuming

positive results from the U.S. Phase III trial, Myriad expects to file an NDA for

Flurizan in late 2008. We project an H1:2010 (F2010) U.S. launch. We assume Myriad

partners Flurizan prior to commercialization and receives 30% of Flurizan net sales.

We project U.S. Flurizan sales of $50MM in F2010, $250MM in F2011, and $650MM in

F2013.

MDVN.s Dimebon Could Advance Directly Into Phase III, But Physicians

Would Prefer To See An Additional Phase II Trial.

Medivation.s Dimebon (Alzheimer.s disease) is in Phase I trials in the U.S. In

September 2006, Medivation released positive results from a Phase II trial of

Dimebon that was conducted in Russia. Recently, there has been some discussion

concerning whether or not Dimebon could advance directly into Phase III trials in

the U.S. and E.U., or if an additional Phase II trial will be required. Our panelists all

agreed that the next Dimebon trial should be a Phase II trial to better define the

optimal dose and investigate Dimebon.s efficacy in the presence of background

therapy (acetylcholinesterase inhibitors, memantine). However, one of our panelists

indicated that he believes that Medivation could move Dimebon directly into Phase

III trials and that a single, six-month, placebo-controlled trial (assuming success)

combined with the results from the Russian Phase II trial could be sufficient for FDA

approval.

We currently model for the initiation of Phase III trials for Dimebon in H2:08, so if

Dimebon was to advance directly into Phase III late this year or early next, the

development timeline would only be accelerated by approximately 6-8 months

versus our current expectations. However, we would note that there is a possibility

that the timeline is not accelerated at all. Medivation management has indicated

that the 2-year carcinogenicity study for Dimebon will be completed ahead of their

project 2010 NDA filing for Dimebon, but when Medivation initially provided this

filing guidance they indicated that they expected to run a confirmatory Phase II trial

before beginning Phase III studies. Putting the Phase II/III question aside for the

moment, our panelists indicated that based upon the clinical results generated for

Dimebon to date, the drug looks promising and 75% of the physicians we surveyed

indicated that Dimebon will likely prove to be a safe and effective agent for

Alzheimer.s disease. We project a 2011 launch for Dimebon. We project worldwide

Dimebon sales of $150MM in 2011 and $340MM in 2012. We assume that Medivation
secures a marketing partner and receives a 25% royalty on Dimebon net sales.


WYE/ELN.s Bapineuzumab Remains A Favorite.

Our panelists reiterated previous enthusiasm for immunotherapy-based approaches

for the treatment of Alzheimer.s disease, specifically highlighting Wyeth/Elan.s

Bapineuzumab, which is expected to enter Phase III trials shortly. Recent checks

with our consultants indicate that the Bapineuzumab Phase III program will likely

enroll 2,000+ patients and that Wyeth/Elan may choose to stratify patients enrolled

in the Phase III program based upon the presence or absence of the APOE4 allele.

Phase III investigator meetings have been scheduled for late October/early

November, so enrollment is likely to begin in late November/early December.



Results from the ongoing 240-patient, 18-month Phase II trial of Bapineuzumab are

expected to be released in Q2:08. While our consultants believe Bapineuzumab will

likely prove to be safe and effective, they were less sure if a statistically significant

disease modifying effect will be seen via the Phase II results because of the
relatively small size of the trial.


In response to a question whether Phase II results for BAP are likely to demonstrate BAP is a safe and effective disease modifying agent, the results were:



Panel: 50% True/Probably True (25% each) and 50% Probably False

Audience: 76% True/Probably True (18% True, 56% Probably True); 5% False and 19% Probably False

[Birgit.Tersteegen]

Msg: 161653 of 161663 10/16/2007 5:29:07 PM
By: kcchris
Price movements don't matter(obwohl der Schlusskurs auf alle Fälle DOOF ist....)

All the noise really doesn't matter.

The truth is this. NO PML and tysabri becomes the number one selling drug in MS by the end of 09. I believe at that point it sells $4-5 billion. In crohns it will sell at least another $1-2 billion. all assuming no PML. the profit ELn sees from this will be at least $2 a share.

Nano drugs are on the way. last year they indicated that we had several drugs that will be filed for approval over the next few years. Royalties on these will be 10%+. Total revenue from the first one filed in the next 2 months will be $1- 2 billion with our royalties being $100 million or more. that is the way I am guessing the sales of the drug goes. All of the royalty revenues flow to the bottom line. Total nano revenues in future years could be $1-2 a share.

And finally AAB. If it works, and we all believe it does, revenues should be at least $20 billion and possibly much more. There will be 2-3 million that will take the drug almost immediately. At $10,000 a year i figure revenues will be at least $20 billion. gross profit on the drug will be 90% or 9 million after costs to ELN. Add in additional sales and overhead costs of $1-2 billion and you could see net income of $10-12 a share. That seems like a lot but is very possible.

eliminate taxes and the profits could still be $10 - 12 a share for the entire company. With a 30-40 multiple the stock could be trading in the $300 - $480 range.

All is just my opinion. Lets hope some comes true.

And finally

[Birgit.Tersteegen]

Msg: 161731 of 161746 10/16/2007 11:51:45 PM Recs: 21 Sentiment: Not Disclosed
By: berkstump2
Posted as a reply to msg 161721 by Corleyone2004
Re: Rituxan 12 cases of PML, 9 fatalities. Do my eyes deceive me?

This is stark raving out-and-out NUTS.

NINE people DIE and Rituxan gets a BLACKBOX?

I don't see any Headlines or any presence in the
general public of this information.

Where's a Touch Program?
Where's the FDA?
Why hasn't the FDA shut down Rituxan?

What the hell is going on here?

Why is Tysabri taking all the heat?

Ty gets kicked in the face and Rituxan gets a free ride?
NINE Fatalities !!!!

What a friggin stench!

[Cyberhexe]

Antwort auf Beitrag Nr.: 32.041.657 von Birgit.Tersteegen am 17.10.07 09:12:39

Hallo Birgit,
du solltes folgendes auch berücksichtigen:

es werden weltweit über 100.000 Menschen pro Jahr mit Rituxan in unterschiedlichen Indikationen behandelt (zugelassen bei: RA und NHCL; in der Klinik für: PPMS, RRMS, Lupus, CLL) und dies seit einigen Jahren. 9 PML-Fälle sind vor diesem Hintergrund für ein das Immunsystem beeinflussendes Medikament eher wenig. Im Vergleich dazu wurden bei Tysabri in der Klinik - allerdings immer in Verbindung mit anderen Wirkstoffen, dies ist eigentlich der springende Punkt - 3 PML-Fälle bei insgesant ca. 3000 Studienteilnehmern bestätigt. Dieses Risiko ist rein von den Zahlen her weitaus ungünstiger!

Auch bei Rituxan wird in den Patientenaufklärungen immer auch auf das PML-Risiko hingewiesen und auch ansonsten wird dieses heikle Thema nicht verschwiegen:

http://www.ms-gateway.de/scripts/pages/983.php


Progressive Multifocal Leukoencephalopathy (PML): JC virus infection resulting in PML and death has been reported in patients treated with Rituxan.
http://www.rituxan.com/


Sollte Tysabri in Monotherapie eine ähnlich geringe PML-Häufigkeit entwickeln als Rituxan, dann wäre dies ausserordentlich gut und Tysabri würde sich aufgrund dessen Effektivität sicherlich zum Super-Blockbuster entwickeln. Trotz TOUCH und Risikoplan, da bin ich mir ziemlich sicher, wird es jedoch über die Jahre der Anwendung auch bei Tysabri neue PML-Fälle geben.


http://www.fda.gov/cder/dsn/2007_fall/postmarketing.htm#Ritu…

[Cyberhexe]

Antwort auf Beitrag Nr.: 32.043.628 von Cyberhexe am 17.10.07 10:50:32

sorry, es waren 12 PML-Fälle, davon 9 fatal!

[Birgit.Tersteegen]

Elan's stake of MS drug Tysabri valued at $5.5 billion
Wednesday October 17 2007

Elan's 50pc share of Tysabri, the multiple sclerosis (MS) treatment it owns with research partner Biogen Idec, has been valued at $5.5bn (€3.8bn) by an analyst.



Davy Stockbrokers said yesterday that the respective changes in market capitalisation yesterday following on from the multi-billion dollar offer for Biogen by corporate raider Carl Icahn is a way of measuring Elan's share of Tysabri.

The broker added that Biogen's market capitalisation surged by approximately $3.8bn (€2.7m) following the announcement while Elan's gained by $850m (€600m).

"On this basis, the Tysabri element was equivalent to approximately 22pc of the Biogen valuation increase.

"With speculation takeout valuations on Biogen of over $25bn, and assuming that its share in Tysabri represents the same 22pc of this, this would place a $5.5bn (€3.8) valuation on the Tysabri stake," said analyst Jack Gorman.

But the broker also cautioned that this is some 37pc ahead of its own valuation for Elan and would add over $3m (€2.1m) to Davy's price target. The valuation was also above a number of other analysts' assessments.

Trigger

Shares in Elan finished the day down just over 1pc at €16.65 in Dublin yesterday. They had hiked their highest in two years on Monday as news of the Icahn offer filtered into the market. Analysts also said that the Biogen bid could trigger a bid for Elan or for its share of Tysabri.

However, Elan pointed out that it has a number of options on its share of Tysabri through a change of ownership clause.

The company has hired Lehman Brothers to advise it on its options in relation to the deal. Under certain conditions it could sell its 50pc stake in Tysabri, acquire the 50pc economic interest in Tysabri owned by Biogen or continue as it is.

It is unlikely that Elan would be in a position to acquire the 50pc stake in Tysabri it currently doesn't own, analysts said yesterday, referring to the fact that the company would have to issue paper, which could prove difficult.

Others have speculated that Elan could sell its interest in Tysabri, although the Irish company has consistently had higher expectations than consensus levels for Tysabri.

Yesterday expectations grew of more offers for Biogen. The world's three biggest drugmakers, Pfizer, GlaxoSmithKline and Sanofi-Aventis are probable bidders, said New York-based Sanford C Bernstein & Co.

Earlier Mr Icahn said that Biogen is an attractive target for drugmakers facing generic competition to products with expiring patents.

Biogen, which has a range of MS treatments, sells Avonex, which is the top-selling MS drug, and Tysabri, its newest treatment for the neurological disease.
http://www.independent.ie/business/world/elans-stake-of-ms-d…

[bernie55]

The art of magic!

As everyone knows, the art of magic is getting you to "look elsewhere" when the real action is going on...

Right now, everyone on the board is focused on Tysabri, it's valuation and BIIB's potential sale.

I grant you, these are very important issues for Elan but I think we've taken our eyes off the ball.

Negotiations with the FDA for the PIII AAB protocol have been ongoing since at least May and probably before that. I understand that they are trying to sort out several issues and will probably have several arms in the study with several thousand patients. The work and negotiations are monumental but we should be seeing the first patients DOSED in December if the companies stick to their original (most recent) timeline.

There were 4 x 60 pt cohorts for the PII....at least two of these have been completed and have gone to open label....It should be readily apparent to the families and researchers if patients IMPROVED during the trial OR if patients IMPROVED after going on the drug in open label (where everyone KNOWS that they are getting AAB).

The 30 pt PII AAB PET-PIB study has also been ongoing for a while and isn't scheduled to be completed until after PII AAB study. This study will also answer many Q's about "proof" IF there is cognitive improvement AND removal of amyloid on the PET scans...

The one thing I still haven't figured out is why did Lars say in the Jan JPMorgan conference that the FDA has deemed the PII AAB trial "A PIVOTAL TRIAL"? This would imply that Elan could file for approval with PII data. I've also heard that the FDA will not approve AAB "just on a trial with 240 patients..of whom almost half are on placebo!). So, did the FDA change it's mind? Does "Pivotal trial" mean something other than "if the data supported it, it could be filed?"......Either it's aPIVOTAL TRIAL OR IT ISN'T....SO WHICH IS IT?

So while everyone else is knee deep in analyzing BIIB, buyout scenarios, etc, I'm looking in the corner at the AD program and I just have to believe that Elan's value and immediate interests in the next 6 mos have to do with AAB starting PIII, possibly in the next 6 weeks, ACC-001 starting PII NOW, ELND-005/AZD-103(TTH) starting PII Q1..and the wrapping up of all cohorts of the PII AAB PIVOTAL TRIALS.

I wish some analyst would ask in the next CC about the nature and full implications of the PII AAB PIVOTAL trial....

http://www.investorvillage.com/smbd.asp?mb=160&mn=161823&pt=…


KOMMENTAR eines anderen USERS aus IV.

...........Lars stated that FDA would not approve Aab-001 without six months safety data from 1000 patients. He also said that the PH II trial is pivotal.

Those unnecessary comments indicate to me that AAB could be on the market in close to a year.

With regards to Tysabri, I believe that $5 billion cash plus 20% royalty would send this stock north of $40 immediately without any AD news.

http://www.investorvillage.com/smbd.asp?mb=160&mn=161827&pt=…


...immer wieder interessante statements aus dem IV.....es ist und bleibt sehr spannend in den nächsten Wochen bzw. Monaten...

[Birgit.Tersteegen]

Davy - Elan: Steady Tricor sales from Abbott

Abbott's Q3 results issued yesterday (Oct 17th) indicated continued sales growth

for its cholesterol therapy, TriCor, with sales up 13% on the same period last year

to $300m. Abbott management expects full-year TriCor sales growth of 15-20%.

This is of interest to Elan as it receives a circa 5% royalty on TriCor which uses

Elan's NanoCrystal delivery technology. This product accounted for 19% of drug

technology revenues at Elan in 2006 (drug technology accounted for 44% of Elan's

2006 total revenues) and 20% in the first half of 2007.

Separately, Wyeth announces Q3 results later today. The main interest from Elan's

point of view will be any update on AAB-001 (Bapineuzumab), the Alzheimer’s

Disease candidate which the two companies are developing together. Any update

on this front is likely to be on the Phase III protocol as more fundamental newsflow

is not expected until mid-2008.

[Birgit.Tersteegen]

fiddle and delay admin----FDA

[surga]

5 TagesChart

[Poppholz]

Antwort auf Beitrag Nr.: 32.070.191 von surga am 18.10.07 18:56:08

gehe heute von einem grünen Wochenausklang aus.

Schlusskurs um die $24,- (wahrscheinlich knapp drunter)

[surga]

Antwort auf Beitrag Nr.: 32.078.821 von Poppholz am 19.10.07 08:59:30

we will see

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.080.389 von surga am 19.10.07 10:49:46

wait-see-enjoy--------------sooner or later........Grüsse!

[bernie55]

Antwort auf Beitrag Nr.: 32.078.821 von Poppholz am 19.10.07 08:59:30

Schlusskurs um die $24,- (wahrscheinlich knapp drunter)


....mehr als knapp drrrrrüüüber....

[Poppholz]

Antwort auf Beitrag Nr.: 32.082.824 von bernie55 am 19.10.07 12:59:46

ich meine doch heute und nicht nächste Woche.

[Poppholz]

Antwort auf Beitrag Nr.: 32.082.843 von Poppholz am 19.10.07 13:01:14

oder gehst Du heute noch ordentlich einkaufen?

Wer von Euch hat eigentlich die 70 und 20 Stück in FFM gekauft?

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.082.851 von Poppholz am 19.10.07 13:02:12

...mit solchen Grössen geben WIR uns doch nicht ab.....PBB-Company kauft ganz oder garnicht---Global player eben....

nun Mittagsschlaf....

[Poppholz]

Antwort auf Beitrag Nr.: 32.083.452 von Birgit.Tersteegen am 19.10.07 13:43:13

aber nicht den Start um 15:30 Uhr verpassen.

[surga]

Antwort auf Beitrag Nr.: 32.083.495 von Poppholz am 19.10.07 13:46:08

es ist tief rot in Amiland

[Poppholz]

Antwort auf Beitrag Nr.: 32.086.422 von surga am 19.10.07 17:03:49

und das bei dem geringen Volumen.

Es ist wirklich erschreckend, wie leicht der Kurs zum aktuellen Zeitpunkt noch nach unten gedrückt werden kann.

[Poppholz]

Antwort auf Beitrag Nr.: 32.087.046 von Poppholz am 19.10.07 17:38:30

ich gehe davon aus, dass bei $22,70 der Boden (für heute) gefunden worden ist und wir jetzt steigende Kurse sehen werden.

Mal sehen, ob mein prognostizierter Schlusskurs von $24,00 noch erreicht werden kann.

[Birgit.Tersteegen]

Interessanter Artikel über unseren CEO....



Saturday, October 20 2007
IRISH INDEPENDENT NEWSPAPER BUSINESS
THE medicine Man
::: Newsmaker Kelly Martin, Elan chief executive

Corporate raider Carl Icahn's bid for pharmaceutical firm Biogen also puts Irish drug company Elan, which owns the other 50pc of wonder-drug Tysabri, into play. During his five years as boss, American Kelly Martin has rescued Elan from what seemed like certain bankruptcy and has overseen a nine-fold increase in the share price.
Founded by American expatriate Don Panoz from his four-bedroom bungalow in 1969, Elan has since grown into that rarest of species, an Irish pharmaceutical multi-national. It started by producing nicotine patches to help smokers quit the weed before diversifying into drug delivery systems.
Elan continued to grow and became the first Irish company to list its shares on the US NASDAQ market in 1982. The company's US listing has since moved to the New York Stock Exchange and its shares are also traded on the Dublin and London Stock Exchanges.
By the turn of the century Elan had annual sales of $1bn (Elan reports its results in dollars) and operating profits of $309m. Its share price stood at $51, valuing the entire company at $7.6bn. Elan, it seemed, had arrived.
Then it all went horribly wrong. In the aftermath of the Enron collapse in December 2001, investors suddenly started to take a more sceptical view of companies with aggressive balance sheets. Elan, although it was never found guilty of any wrongdoing, unfortunately fell into that category. It had issued almost $2.1bn worth of bonds, which were either convertible into shares or repayable in cash.
While the Elan share price kept rising there was never any prospect that these bonds would have to be repaid, as the bondholders would be only too pleased to accept the more valuable Elan shares instead. It was this form of aggressive financing, which effectively never had to be repaid, that had funded Elan's exponential growth throughout the 1990s.
But there was one potential flaw. If the Elan share price ever stopped rising or, even worse, started falling, then all of those bonds, which the company had assumed would be converted into Elan shares, would instead have to be repaid as bondholders demanded their money back.
In late 2001 the sky fell in for Elan. From a peak of $65 in June 2001 the Elan share price had collapsed to just $1.65 a year later. Along the way the company's market value shrivelled from just under $20bn to $744m. This represents the greatest destruction of shareholder value, more than $19bn, ever experienced in Irish Stock Exchange history.
Elan needed to take drastic action if it was to survive. In July 2002, Donal Geaney, who had taken over as Elan boss from Panoz in 1995, was forced to resign. After a six-month interregnum, during which then chairman Garo Armen doubled up as chief executive, Martin took over as Elan boss at the beginning of 2003.
Unusually for someone appointed to run a pharmaceutical company, Martin doesn't come from a scientific background. Before coming to Elan he had spent 21 years with US investment bank Merrill Lynch. In his more than two decades with "the thundering herd" Martin occupied a number of roles including spending three years in Japan and eight years in London. At various times he headed up Merrill's systems and technology operations, its debt market division and finally its overseas private banking arm.
He resigned from Merrill in 2002 when its incoming CEO Stanley O'Neal merged the overseas private banking arm, which was headed by Martin, with Merrill's main brokerage business. A mutual acquaintance alerted Armen, who wanted to concentrate on his role as Elan chairman, to Martin's availability.
Ironically, not alone did the Enron fallout trigger the collapse in the Elan share price it also almost certainly precipitated Martin's departure from Merrill, which he once described as: "The only company I ever worked for, the only company I thought I'd ever work for".
Five months before he resigned from Merrill he testified before a US Senate Committee investigating the Enron collapse. Merrill had facilitated many of the off-balance sheet financial transactions, which ultimately led to the collapse of the Houston-based energy firm. While Martin was called upon to testify after two more senior Merrill executives chickened out, the appearance before the Committee was not his finest hour.
While insisting that Merrill had engaged in no wrongdoing in its dealings with Enron, he was forced to admit to the senators that: "Had we known at the time what we know today, we would not have conducted business with Enron".
Just for good measure Martin's excruciatingly embarrassing testimony was preserved for posterity by Alex Gibney's 2005 documentary of the Enron collapse, 'The Smartest Guys in the Room'. If you haven't seen it, get it from your local video rental store. It's worth it just for the merciless close-up camera shots of Martin as he squirmed during his ordeal.
With a posse of bondholders looking for their money back and the share price seemingly glued to the floor, most observers predicted that Martin, with his investment banking background, would quickly break up Elan by selling off its individual operations for whatever he could get. However, Martin has always insisted that, although he spent 21 years with Merrill Lynch, he is an operational manager rather than a financier. Right from the start he insisted that he was with Elan for the long haul.
Almost five years later it is clear that Martin has been as good as his word. Although the company was forced to sell $1.6bn worth of assets during his first year as chief executive, Elan has since recovered strongly.
Despite a 70pc collapse in the share price in January 2005, when Elan was forced to temporarily withdraw its Tysabri drug, which is used to treat multiple sclerosis, the share price has steadily climbed during Martin's tenure, from $2.46 at the beginning of 2003 to more than $23 by the end of this week. At the current share price, Elan is worth about $10.7bn. However, the company is still losing money and is not now expected to break even until 2008.
While the January 2005 episode was widely seen as a return to Elan's bad old days, the company's prompt action in getting all of the bad news out into the open as quickly as possible rebounded to its credit. Once investors realised that Elan wasn't holding anything back, the share price recovered.
Under the 48-year-old Martin, who is married with five children, Elan has effectively become an American company. Although Elan's head office is still based in Dublin and it has a manufacturing facility in Athlone, Martin and most of its senior executives are based at Elan's research and development centre in San Diego.
Although Elan has several drugs including Prialt, which is used to treat chronic pain, Azactam, which is used in the treatment of urinary and respiratory infections, Maxipime, which is used to treat pneumonia and abdominal infections, and a development pipeline which includes treatments for Alzheimer's and Crohn's diseases, most of the company's value is tied up in Tysabri.
Elan owns Tysabri jointly with US pharmaceutical company Biogen. Last week Biogen announced that it was putting itself up for sale. The Biogen move came after US corporate raider Carl Icahn bid $23bn for the company.
Following the Biogen move, Elan announced this week that it had appointed US investment bankers Lehman Brothers to help it examine its options. These include triggering the change-of-control provision in its agreement with Biogen and buying the other 50pc of Tysabri or forcing the new owner to buy Elan's 50pc interest in the drug instead. Of course Icahn and Elan could continue as before, something which most analysts consider the least likely option.
While it is still early days in the battle for control of Biogen, the most probable outcome is that Elan will invoke the change-of-control clause to force the new owners to buy out its half-share of Tysabri also. This has been variously valued at between $5bn and $7bn.
Martin has been handsomely rewarded for his success in reviving Elan's fortunes. Last year he was paid almost $1.8m by the company and has shares and share options worth more than $50m. Given that the company was at death's door when he took over, it's unlikely that Elan's many shareholders will begrudge him his good fortune.


Email this page to a friend

[Birgit.Tersteegen]

Moin---Die Analysten sind echte Spätzünder.....

Sunday Independent, by Dan White.

Biogen bid has
secured the
survival of Elan

AFTER almost six years of ducking and diving, Elan's long term future finally looks to have been secured.
Carl Icahn's bid for Biogen - which jointly owns the MS drug Tysabri with Elan - has put a floor under the Elan share price and allows investors to look again at its promising development pipeline.
Carl Icahn has bid $23bn for Biogen, which has responded by putting itself up for sale to the highest bidder. While Elan has the option of buying Biogen's half-share of Tysabri in the event of a change of control, it is far more likely to sell out to whoever ends up purchasing Biogen instead.
How much will Elan get for its half of 'tysabri? Goodbody Stockbrokers has put a value of between $9.5bn and $14bn on the drug, which would value Elan's share at between $4.75bn and $7bn. If these estimates are correct then they put a floor of somewhere between $10 and $15 under the Elan share price.
Regardless of the final price, the likely sale of Tysabri secures Elan's longterm future. Ever since its shares lost 98 per cent of their value between June 2001 and July 2002, it has been touch and go as to whether the company would survive.
That question has now been answered emphatically. What investors now need to focus on is Elan's development pipeline. It has a number of promising new drugs in development, including treatments for both Alzheimer's and Parkinson's diseases. If either of these come good, then the sky is the limit for Elan. All of this means that, even at the current $23 price, Elan's shares no longer look expensive.

[Birgit.Tersteegen]

Interessante Gedankengäng über das,was so alles möglich ist.....

Msg: 163206 of 163207 10/21/2007 6:25:32 AM
By: winonefortheteam
Taking Risks

As we all know, the financial press and the analysts have a very difficult time valuing Elan correctly for the following reasons:



1) it has a terrible history (“Irish Enron” / pulling of Tysabri)



2) it is unprofitable and highly indebted



3) Tysabri has not yet proven itself as a certain blockbuster drug due to slow initial uptake, PML concerns, and possible competition from FTY-720 / Campath in future years



4) Nobody has been successful in developing a disease modifying Alz drug and we are still only in Phase II



5) Our nano program has proven itself to be consistent but unexciting



We face very real, catastrophic risks that a number of posters on this board are simply blind to acknowledging. We could have a case of PML; our Alz program could fail. While there a lot of counter-arguments to the above which I believe are correct (after all, I do own the stock), the main thrust of the argument is that Elan will not receive a lot of love as a public company until we have an approved Alz treatment or Tysabri sales have gone well past $1billion. NEITHER EVENT WILL HAPPEN SOON.



If it wasn’t for Carl Icahn, we would not be sitting at $23, we would probably be at $19 and falling. In our current state, hoping for a stock in the high $20s without merger activity is a dream. Tysabri uptake may accelerate to 500 per week, but that is a longer term story, not something that will play out in the next quarter or two despite our hopes. (Going from 17 thousand patients at 9/30 to 21 thousand patients at 12/31 is not going to excite the general public, even though it would be a significant increase in run rate.) The announcement of the Phase III trial will not impact the stock because the information has already been absorbed by the market, while the Phase II data is not set for release until second half of 2008.



If we don’t DO SOMETHING as a result of the Biogen sale, we are looking at a depressing nine months as a stand-alone public company. That is the risk that KM is running if there is no action.



As we all know, KM has a boatload of options and stock. To his credit, he has never sold a share and has taken his annual bonus in additional stock. With 5 kids, he must worry about his largest asset, and where and when to cash out.



Why would KM sell now rather than before? The reason is that he never had much of a chance before to sell at a fair price, because Elan has spent most of the time selling at a huge discount to intrinsic value. The only window to sell the company was from November 2004 to February 2005 when our stock price was near the $30 range, and one could be confident that a takeout would be at a higher range. During that period there were a lot of rumors that Biogen was going to acquire Elan. Although KM rebuffed their initial advances, who is to say what would have happened if we had another 6 months before Black Monday?

Before Carl Icahn made his move on Biogen, the sale of Elan was too complicated due to the change in control clauses. The sale of Biogen provides KM with the opportunity to reduce the risk inherent in owning Elan. His primary options are as follows:



1) Keep existing arrangements and stay a public company



2) sell Tysabri to the acquirer for cash upfront and a royalty and stay a public company



3) sell Tysabri to the acquirer for cash upfront and a royalty and sell out to Wyeth for a price to be determined ($40-45 per share sounds about right)



4) keep existing arrangement with Tysabri and sell out to Wyeth (again for $40-45)





Option #1 would result in a decline in the stock price as discussed above. Like a lot of us, KM has built a nice pile of cash with the stock in the mid-20s. Do you really think he wants to risk it again to a case of PML or AAB-001 failure over the next year? I don’t think so.



In my mind, option #2 (sell Tysabri and stay a public company) is more likely than continuation of the status quo (option #1). The cash would be used to retire the debt, while the royalty would provide the opportunity to become profitable in the short term. Because some of the risk would be taken out of owning the stock, I think our stock price would be in the $23 – 27 range while we await progress on the Alz front. The upside of AAB working is unbelievable, but if AAB-001 proves a disappointment our stock price would be in the $10-15 range.



(Please note that a 5% royalty is twice as valuable as a 5% ownership interest in the drug – it is the difference between taking 5% off the top or 5% off the bottom line after Biogen adds in a bunch of phantom expenses and subtracts manufacturing costs, royalties payable, promotional costs, and sales expenses.)



I see Option # 3 (sell Tysabri and sell the entire company to Wyeth) as unlikely. The big problem with Option #3 is that Wyeth would be paying $20 billion for a small royalty on Tysabri and to gain 100% interest in the Alz program. I don’t see Wyeth investors being very happy with this result. Phase II results have not yet been released, so investors would have to take it on faith that the CEO is doing the right thing.



Option #4 could actually be appealing to Wyeth investors. Wyeth’s problem is that is has very good cash flows today, but has a number of patent expirations after 2010. There is a reasonable expectation that Tysabri drug will perform very well in the 2010 timeframe and beyond for MS. Wyeth could also talk about future indications in Crohn’s and cancer which would also provide further hope. And of course, owning 100% of the Alz program which may be ready by 2010 is really the icing on the cake. Buying Elan with Tysabri would be the type of bold move that a new CEO gets to make.



Elan’s problems is that it has skimpy cash flows at the moment but the promise of very good cash flows in two to three years; Wyeth has great cash flows at the moment, but will have problems in 2010 and beyond due to patent expiration.



Elan has the potential for catastrophic failure (PML and Alz failure) while Wyeth is so big, with such a large research operation that it can absorb the failure of any one program rather easily.



Elan and Wyeth fit perfectly together. This deal will happen.

[Birgit.Tersteegen]

.....und was das Alles für den Aktienkurs bedeuten könnte...... und für das Vermögen unseres CEO Kelly Martin

Msg: 163207 of 163207 10/21/2007 6:26:11 AM
By: winonefortheteam
KM's choices

In looking at the 2006 annual report, KM has 3.8mm shares (about 250k shares and the remainder in options).



This is the value of his holdings under various scenarios:





Scenario 1: Disaster – PML happens in Tysabri and AAB-001 doesn’t work



Stock Price -- $5 (let’s presume some value in Nano)

Value of holdings – $19mm





Scenario 2: Sells out to Wyeth at $45 and holds stock. AAB-001 doesn’t work and Wyeth falls on tough times; stock price of Wyeth sinks to $35



Stock Price -- $35

Value of holdings -- $133mm





Scenario 3: Sells out to Wyeth at $45 and holds stock. AAB-001 doesn’t work, but other programs do reasonably well; stock price holds steady



Stock Price -- $45

Value of holdings -- $171mm





Scenario 4: Sells out to Wyeth at $45 and holds stock. AAB-001 works as hoped, price of Wyeth goes to $100.



Stock Price -- $100

Value of holdings -- $380 million





Scenario 5: Ultimate success. Stays independent and AAB-001 and Tysabri both work out well



Stock price -- $300 (Elan has approximately one-third the number of shares as Wyeth)

Value of holdings -- $1.14 billion





If you are Kelly Martin, a moderately wealthy man outside his Elan holdings (nice house, say $15 million in the bank), do you sell out to Wyeth and get $133mm in the worst case scenario, $171mm in the base case scenario, or $380mm in the best-case scenario, or do you roll the dice and try to become a billionaire?



In trying to handicap whether Elan sells, the above is the only important question. No one cares that a retail stockholder needs the stock to go to $300 to fulfill their financial goals. The reality is that all of the institutional stockholders would support a buyout today at $45. But does KM want to be bought out?



Logically, what do you think?

[bernie55]

NCB
Overview: Elan will report Q3 2007 results on 25th October 2007 where the focus will be on Elan’s options with Tysabri in the event of a Change of Control at BiogenIdec, the long term Tysabri patient targets, the impact of generic competition to Maxipime, the recent extension by the FDA on approval of Tysabri for Crohn’s disease and timing and protocol for the Phase III studies of bapineuzumab for Alzheimer’s Disease (planned to
start by year-end). Ahead of Elan’s results, BiogenIdec will report Tysabri global inmarket sales in the quarter in its Q3 release/CC on 23rd October 2007. Specific patient
number for the quarter, which were broadly in-line with our expectations, were disclosed ahead of the BiogenIdec/Elan symposia at ECTRIMS earlier this month.

• Group forecasts: This quarter, we are anticipating total revenues of $181.3m, operating losses (pre-charges) of $38m and the EPS (adjusted) loss is expected to be - $0.14 compared to a -$0.23 loss in the comparable period (see table on page 2). We
have forecast a $7.5m charge related to the restructuring of the hospital salesforece 9guided to be in the $10m-$15m range in H2 2007). We are expecting product revenues to increase 57% y-o-y primarily reflecting increased sales of Tysabri and
contract manufacturing revenues which are expected to increase 20% y-o-y and help offset the impact of generic competition to Maxipime. Maxipime revenues are expected to decline 24% y-o-y. Although Azactam remains free of generic competition (to our knowledge), with the restructuring of the hospital infrastructure we are anticipating Azactam revenues to decline 16% y-o-y to $14m. We are anticipating Prialt revenues of $3.5m.

• Tysabri utilisation data: The latest Tysabri utilisation data showed that as of end of September 2007 16,000 patients were on Tysabri with 10,500 of those patients treated in the US and 5,500 treated in Europe. Our Tysabri patient forecasts to the end of September are 10,100 patients on treatment in the US and 6,400 patients on treatment in EU/RoW. The utilisation data to the end of September equate to a global weekly run rate of 282 patients – 173 new patients treated per week in US and 109 new patients treated per week in Europe. This compares to last quarter’s weekly run rate of 300 new patients - 143 new patients treated a week in the US and 157 new patients treated a week in EU. While the global weekly run rate in Q3 was impacted by the seasonal holiday period in Europe, the key positive is the uptick in new patient numbers in the US in Q3 reversing the trend seen in prior quarters where Europe drove Tysabri’s uptake.

• Tysabri forecasts: The US patient numbers for the end of September indicates that Elan is on track to report US revenues in Q3 in line with our expectations ($64m expected) while revenues in Europe are likely to be shy of our $39m expectation by c.$4m (Tysabri revenues for the quarter are likely to be c.$99m). In addition to patient demand and prescriber use, Elan will likely provide an update on (i) infusion centre registration in the US and (ii) reimbursement and roll out in Europe.

• Pipeline Update: Further details may be available on specific Phase III timelines and the Phase III protocol for AAB-001 for Alzheimer’s Disease. A recent update from Wyeth confirms that Phase II bapineuzumab data is on track to report in late H1 2008.


http://www.rte.ie/business/2007/morningrep/download/1022ncb.…

[Birgit.Tersteegen]

Och nee,wie SCHADE.... AVONEX unseres Partners verkauft sich wegen Tysabri schlechter----DAS TUT uns aber leid,ODER????

Msg: 163399 of 163408 10/22/2007 9:52:59 AM
By: NIGHTRADER44
OT/BIIB

09:52 BIIB Biogen Idec forecasted to miss Q3 EPS and revs - Lazard (79.97 -0.25) -Update-

Lazard notes that BIIB will announce Q3 earnings on Oct 23. Firm is forecasting Q3 EPS of $0.60 vs consensus of $0.65 as firm forecasts lower revs of $770 mln vs $804 mln. Firm says based on July and August I.M.S. data, they believe Q3 U.S. Avonex sales could meet or slightly miss their recently reduced est of $260 mln, as firm believes Rebif and Tysabri could be taking share from Avonex in the U.S. Firm forecasts ex-U.S. Q3 Avonex sales of $194 mln.

[bernie55]

Antwort auf Beitrag Nr.: 32.109.818 von Birgit.Tersteegen am 22.10.07 16:43:49

Och nee,wie SCHADE.... AVONEX unseres Partners verkauft sich wegen Tysabri schlechter----DAS TUT uns aber leid,ODER????

[bernie55]

Antwort auf Beitrag Nr.: 32.110.331 von bernie55 am 22.10.07 17:10:18

[bernie55]

THE medicine Man
::: Newsmaker Kelly Martin, Elan chief executive

Corporate raider Carl Icahn's bid for pharmaceutical firm Biogen also puts Irish drug company Elan, which owns the other 50pc of wonder-drug Tysabri, into play. During his five years as boss, American Kelly Martin has rescued Elan from what seemed like certain bankruptcy and has overseen a nine-fold increase in the share price.


Founded by American expatriate Don Panoz from his four-bedroom bungalow in 1969, Elan has since grown into that rarest of species, an Irish pharmaceutical multi-national. It started by producing nicotine patches to help smokers quit the weed before diversifying into drug delivery systems.

Elan continued to grow and became the first Irish company to list its shares on the US NASDAQ market in 1982. The company's US listing has since moved to the New York Stock Exchange and its shares are also traded on the Dublin and London Stock Exchanges.

By the turn of the century Elan had annual sales of $1bn (Elan reports its results in dollars) and operating profits of $309m. Its share price stood at $51, valuing the entire company at $7.6bn. Elan, it seemed, had arrived.

Then it all went horribly wrong. In the aftermath of the Enron collapse in December 2001, investors suddenly started to take a more sceptical view of companies with aggressive balance sheets. Elan, although it was never found guilty of any wrongdoing, unfortunately fell into that category. It had issued almost $2.1bn worth of bonds, which were either convertible into shares or repayable in cash.

While the Elan share price kept rising there was never any prospect that these bonds would have to be repaid, as the bondholders would be only too pleased to accept the more valuable Elan shares instead. It was this form of aggressive financing, which effectively never had to be repaid, that had funded Elan's exponential growth throughout the 1990s.

But there was one potential flaw. If the Elan share price ever stopped rising or, even worse, started falling, then all of those bonds, which the company had assumed would be converted into Elan shares, would instead have to be repaid as bondholders demanded their money back.

In late 2001 the sky fell in for Elan. From a peak of $65 in June 2001 the Elan share price had collapsed to just $1.65 a year later. Along the way the company's market value shrivelled from just under $20bn to $744m. This represents the greatest destruction of shareholder value, more than $19bn, ever experienced in Irish Stock Exchange history.

Elan needed to take drastic action if it was to survive. In July 2002, Donal Geaney, who had taken over as Elan boss from Panoz in 1995, was forced to resign. After a six-month interregnum, during which then chairman Garo Armen doubled up as chief executive, Martin took over as Elan boss at the beginning of 2003.

Unusually for someone appointed to run a pharmaceutical company, Martin doesn't come from a scientific background. Before coming to Elan he had spent 21 years with US investment bank Merrill Lynch. In his more than two decades with "the thundering herd" Martin occupied a number of roles including spending three years in Japan and eight years in London. At various times he headed up Merrill's systems and technology operations, its debt market division and finally its overseas private banking arm.

He resigned from Merrill in 2002 when its incoming CEO Stanley O'Neal merged the overseas private banking arm, which was headed by Martin, with Merrill's main brokerage business. A mutual acquaintance alerted Armen, who wanted to concentrate on his role as Elan chairman, to Martin's availability.

Ironically, not alone did the Enron fallout trigger the collapse in the Elan share price it also almost certainly precipitated Martin's departure from Merrill, which he once described as: "The only company I ever worked for, the only company I thought I'd ever work for".

Five months before he resigned from Merrill he testified before a US Senate Committee investigating the Enron collapse. Merrill had facilitated many of the off-balance sheet financial transactions, which ultimately led to the collapse of the Houston-based energy firm. While Martin was called upon to testify after two more senior Merrill executives chickened out, the appearance before the Committee was not his finest hour.

While insisting that Merrill had engaged in no wrongdoing in its dealings with Enron, he was forced to admit to the senators that: "Had we known at the time what we know today, we would not have conducted business with Enron".

Just for good measure Martin's excruciatingly embarrassing testimony was preserved for posterity by Alex Gibney's 2005 documentary of the Enron collapse, 'The Smartest Guys in the Room'. If you haven't seen it, get it from your local video rental store. It's worth it just for the merciless close-up camera shots of Martin as he squirmed during his ordeal.

With a posse of bondholders looking for their money back and the share price seemingly glued to the floor, most observers predicted that Martin, with his investment banking background, would quickly break up Elan by selling off its individual operations for whatever he could get. However, Martin has always insisted that, although he spent 21 years with Merrill Lynch, he is an operational manager rather than a financier. Right from the start he insisted that he was with Elan for the long haul.

Almost five years later it is clear that Martin has been as good as his word. Although the company was forced to sell $1.6bn worth of assets during his first year as chief executive, Elan has since recovered strongly.

Despite a 70pc collapse in the share price in January 2005, when Elan was forced to temporarily withdraw its Tysabri drug, which is used to treat multiple sclerosis, the share price has steadily climbed during Martin's tenure, from $2.46 at the beginning of 2003 to more than $23 by the end of this week. At the current share price, Elan is worth about $10.7bn. However, the company is still losing money and is not now expected to break even until 2008.

While the January 2005 episode was widely seen as a return to Elan's bad old days, the company's prompt action in getting all of the bad news out into the open as quickly as possible rebounded to its credit. Once investors realised that Elan wasn't holding anything back, the share price recovered.

Under the 48-year-old Martin, who is married with five children, Elan has effectively become an American company. Although Elan's head office is still based in Dublin and it has a manufacturing facility in Athlone, Martin and most of its senior executives are based at Elan's research and development centre in San Diego.

Although Elan has several drugs including Prialt, which is used to treat chronic pain, Azactam, which is used in the treatment of urinary and respiratory infections, Maxipime, which is used to treat pneumonia and abdominal infections, and a development pipeline which includes treatments for Alzheimer's and Crohn's diseases, most of the company's value is tied up in Tysabri.

Elan owns Tysabri jointly with US pharmaceutical company Biogen. Last week Biogen announced that it was putting itself up for sale. The Biogen move came after US corporate raider Carl Icahn bid $23bn for the company.

Following the Biogen move, Elan announced this week that it had appointed US investment bankers Lehman Brothers to help it examine its options. These include triggering the change-of-control provision in its agreement with Biogen and buying the other 50pc of Tysabri or forcing the new owner to buy Elan's 50pc interest in the drug instead. Of course Icahn and Elan could continue as before, something which most analysts consider the least likely option.

While it is still early days in the battle for control of Biogen, the most probable outcome is that Elan will invoke the change-of-control clause to force the new owners to buy out its half-share of Tysabri also. This has been variously valued at between $5bn and $7bn.

Martin has been handsomely rewarded for his success in reviving Elan's fortunes. Last year he was paid almost $1.8m by the company and has shares and share options worth more than $50m. Given that the company was at death's door when he took over, it's unlikely that Elan's many shareholders will begrudge him his good fortune.

http://www.independent.ie/business/the-medicine-man-1200141.…

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.110.349 von bernie55 am 22.10.07 17:11:04

--da haben sie den Salat---hätten sie Tysabri ordentlich vermarktet,müssten sie jetzt nicht ´rumheulen--wird Zeit,dass wir einen potenteren Partner bekommen....

[bernie55]

Antwort auf Beitrag Nr.: 32.110.551 von Birgit.Tersteegen am 22.10.07 17:21:02

....ich denke auch, dass jetzt das Spekulationsrad immer schneller ins Rollen kommt.....

....und TYSABRI immer mehr in den Fokus der BIGS.....

....WWWWOOOOHHHHH.....es wird spannend....

[bernie55]

News Article

Elan Q3 loss seen narrowing on higher sales

Reuters Health - Oct. 22, 2007

By Jonathan Saul

DUBLIN (Reuters) - Irish drugmaker Elan is expected to narrow its quarterly loss per share on Thursday, helped by a growth in sales of its multiple sclerosis (MS) drug Tysabri.

Elan's third-quarter loss per share is seen at 17.5 cents versus 27 cents in the same period last year, while revenues are expected to rise to $177.6 million from $123.3 million previously, according to the average of five forecasts compiled by Reuters.

"We are expecting product revenues to increase 57 percent (year-on-year) primarily reflecting increased sales of Tysabri and contract manufacturing revenues," NCB analyst Orla Hartford wrote in a research note.

Tysabri, which is key to Elan's future after a brush with bankruptcy in 2002, returned to the market as an MS treatment last year following its suspension in 2005 over links to a rare and potentially fatal brain disease.

The drug, also a treatment for Crohn's disease, has been developed with its U.S. partner Biogen Idec.

By the end of September there were around 17,000 patients using Tysabri for MS worldwide, both commercially and in clinical trials, the firms said this month.

In July, Elan said it expected the number of MS sufferers using Tysabri to reach around 20,000 by the end of 2007, with analysts expecting the end-year number to be on target.

"I think they will be there (at that level), or thereabouts," said Davy analyst Jack Gorman.

Earlier this month, Biogen put itself up for sale, which may bring bids of around $25-$30 billion. Elan, which has a 50 percent interest in Tysabri, is seen benefiting from a sale.

Elan has said that if Biogen was sold it had various rights including a right to acquire Biogen's stake, sell its Tysabri interest, continue with the pact or restructure it.

"I suspect they (Elan) would like to hold onto their own stake or maybe negotiate better terms on the existing stake," Gorman said.

Elan and U.S. partner Wyeth have said they hope to begin final-stage trials this year for their AAB-001 drug as a treatment for Alzheimer's. Analysts said they sought an update on the timeframe for the phase III tests.

They were also watching to see the generic impact in the third quarter on Elan's antibiotic Maxipime, whose patent expired in March.

http://www.investorvillage.com/smbd.asp?mb=160&mn=163591&pt=…

[bernie55]

StockWatch: Between the Bells with Ken Kam

http://www.bloggingstocks.com/2007/10/23/stockwatch-between-…


ELAN ...ab 1:50...

[Birgit.Tersteegen]

Msg: 163852 of 163896 10/23/2007 2:04:03 PM
By: goodtoreadthis
Set up for Elan CC

We had the Reuters report last night that says Elan overachieves given street consensus on expected loss.

We had VERY strange occurrence today. BIIB was silent on the T enrollment since end of Sept. If Elan reports the first two weeks of Oct numbers, and they show a ramped run rate, we get a bump.

If Nano is better than expected, Wall St notices Nano for first time ( Irish analysts pay attention to it all the time); and we get a bump.

If Elan announces aab-001 protocol posting on gov trials dot com, we get a bump.

This Elan thingee is becoming an investment. No longer just a cult.

[bernie55]

...ein Video von einer MS Patientin aus Deutschland, die mit TYSABRI behandelt worden ist.....

....ab 6.35 erzählt sie über die Behandlung ......

http://www.youtube.com/watch?v=fB-i9S-B8jk

[bernie55]

Antwort auf Beitrag Nr.: 32.127.614 von bernie55 am 23.10.07 23:27:36

...und noch ein Video...

http://www.youtube.com/watch?v=7i_My5cbwM0

[GuHu1]

Antwort auf Beitrag Nr.: 32.127.631 von bernie55 am 23.10.07 23:29:16

wow

[bernie55]

...anscheinend laufen die Vorbereitungen für die Phase III von AAB-001...

upcoming Elan trial
Received the below message from from a local neuro this afternoon who conducts trials in our area. In a previous message he mentioned he was meeting with the Elan Representative in November and the trials should start in December. He also said that the representatives were keep information very quite, so he did not know for sure when they would start.
I just hope that it isn't to late. She has gone down hill in this last year.
I prey that my wife will qualify. Tomarrow 10/24 is the day. ineed2suceed


Subject: New Study
Date: Oct 23, 2007 2:52 PM
Hi XXXXX,

Xxxx, left you a message about a short study we are conducting regarding careing for patients with Alzeimer's Disease. It's a short study and will only take about 1 hour of your time. I would also like to examine your wife at the same time to see if she will qualify for the upcoming Elan trial. Please call Xxxx if you are interested.

Regards,

X. X. Xxxxxxxx, MD


http://www.investorvillage.com/smbd.asp?mb=160&mn=164017&pt=…

[bernie55]

we're talking about 50 million people who are gonna call Elan or Wyeth and say, "How do I get in?" I mean it's.... it's big..".

Message #89426
<<For me, this was the highlight of the cc. Thanks to Jive for asking this question!
Cheers to all,
Cynthia ------------------------------------------------------------------


...wie ich finde, hier noch einmal super erklärt, wie komplex die Zusammenhäge von Menge und Dauer von Medikamentation zu betrachten sind...

...und die Jungs von ELAN gehen richtig präzise , gewissenhaft und verantwortungsvoll an die Sache ran....

Jive: What you have mentioned, the ph3 issue for aab, any chance we can file for a BLA at that time?

KM: It would depend on the data... What we're trying to do with AAB-001, just to be clear... is we have an opportunity to have the ph2 be a pivotal trial. At the same time, we have to do a ph3 because the size of ph2 isn't big enough from a safety point of view.

We're trying to understand 2 things in as much specificity as we can-- one is the dose, and one is the length of the dose. Those 2 things are incredibly important for 2 reasons -- one is obvious, one is less obvious... The dose and the length of the dose-- you need to understand the clinical response... How much time do you need at what dose... and, you know, this is an ascending study. So we have different doses at different times, so we have different sets of data, there's different sets of patients that have had different doses for different periods of time.

Why the AN-1792 data is so important, cause that gives you all the clues of what to look for, cause that is an immunotheraputic approach to Alzheimer's... so that is rich with data that we look at all the time, because that gives us clues as far as how to look at.... if we're looking at ph2, having these people look at it, what you're supposed to look at....

So doses are important because when you go for a disease-modifying drug or even a symptomatic drug, you need to understand what are the endpoints that the regulator needs to see in order to give you approval... And the endpoints move at different times for different reasons, and to add to that, you have Alzheimer's patients who are all slightly different...

So dose is important for that reason, and dose is very important for manufacturing-- because there's a gigantic difference between lowest dose and highest dose from a manufacturing point of view-- then --and you have 10 million patients-- so you couldn't build enough biological capacity fast enough if you got the highest dose at the shortest interval, and it's a fantastic drug from an alzheimer's point of view, you're gonna have a hard time meeting capacity fairly shortly.

So, you know, there's no other 2 companies on Earth, Wyeth and Elan, that want to move this forward, but again, we've been working on this from Elan point of view since the late '80s, in research, and Wyeth's a great partner, but getting it right-- it's certainly in our collective, including shareholders' best interest to get it right as precisely as we can.

We will move to ph3 when we have enough confirmatory data to do that and to make reasonable judgements about those 2 things, and we need the ph3 because we need more safety data... So ph2, it may stand on its own with the data, the data will drive it, and if it does we will file... and we will file, but we'll also need a ph3 going, because you'll need more patients from a safety point of view for the FDA... The FDA is not gonna make a decision on 10 million patients based on a 240 patient trial, this is not gonna do it, I don't think they should do it...

So that's were we are.... Immunotherapy works... It's not new information... AN-1792 works-- after 2 doses-- so, we're fine-tuning what we already know, in the public domain... and when we reach the 95th to 100th percentile, in comfort, because of those reasons, then Wyeth and ourselves will proceed... but we could file with ph2 if the data allows us to do that.

Jive: And when will you look at the ph2 data?

KM: Mid-year... and the mid-year correlates to where the doses are with different dose groups... the mid-year is gonna be rich with data... and again, what we know is the immunotheraputic approach to Alzheimer's works... That's not a debate, the debate is what's the dose, and what's the time interval....

And you're making a decision for 10 million patients... and 10 million patients, by the way, have on average 3 caregivers... so when we say we're gonna move forward, we're talking about 50 million people who are gonna call Elan or Wyeth and say, "How do I get in?" I mean it's.... it's big...

And, we understand, from a shareholder point of view it's important... and we're not, in the big scheme of things timeline-wise, you know, we're not that far away from having a lot, all the clarity we need to move forward...

If we get up and stand up here and say, "We're in ph3" people are gonna say, "How'd you get to ph3?"

I wanna be able to say here's how we got here, and here's what we're doing, and here's why, and that credibility is very important to us...

There's lots of companies in ph2 or 3 in Alzheimer's, haven't seen any data, but they're in ph2, ph3... We don't wanna be like that... That's a stock market drug development strategy...>>


http://www.investorvillage.com/smbd.asp?mb=160&pt=msg&mn=163…

[bernie55]

AUDIO

- Elan Corporation, plc Earnings Conference Call (Q3 2007)

Scheduled to start Thu, Oct 25, 2007, 8:30 am Eastern

http://biz.yahoo.com/cc/8/85778.html

[bernie55]

ELAN Analysis vom 23.10.07

Overall - Bullish (0.33)
Short - Bullish (0.25)
Intermediate - Bullish (0.25)
Long - Very Bullish (0.50)

http://www.stockta.com/cgi-bin/analysis.pl?symb=ELAN&num1=1&…

[Poppholz]

Elan narrows 3rd-quarter loss on 43% higher revenue

By Robert Daniel
Last Update: 2:28 AM ET Oct 25, 2007Print Subscribe to RSS Disable Live Quotes

TEL AVIV (MarketWatch) -- Elan Corp., the Dublin biotech firm, narrowed its third-quarter net loss on 43% higher revenue. The loss was $87.4 million, or 19 cents a share, compared with $117 million, or 27 cents, in the year-earlier period. Reevenue reached $176.6 million from $123.3 million. The revenue rise was driven by the multiple-sclerosis medication Tysabri, sales of which neared $100 million for the quarter. Elan's share of Tysabri revenue was $63.5 million; the company collaborates with Biogen Idec, the Cambridge, Mass., drugmaker, on Tysabri. Elan reported an adjusted loss before interest, taxes, depreciation and amortization of $14.1 million compared with $41.7 million, with the narrowed loss stemming from sales of Tysabri and reduced selling, general and administrative expense.

http://www.marketwatch.com/news/story/elan-narrows-3rd-quart…

[Poppholz]

die Zahlen für das 3. Quartal:

http://www.finanznachrichten.de/nachrichten-2007-10/artikel-…

[bernie55]

25 October 2007

Elan Reports Third Quarter 2007 Financial Results

DUBLIN, Ireland--(BUSINESS WIRE)--Oct. 25, 2007--Elan Corporation, plc today announced its third quarter 2007 financial results and provided a business update. Commenting on Elan's business, Kelly Martin, Elan's president and chief executive officer, said, "During the quarter we continued to make tangible progress within our pipeline and gaining momentum for Tysabri. Continued focus on advancing our science and realizing the full potential of our shared asset, Tysabri, in MS and additional indications will enable us to create value, diversify risk and position us for growth as we accelerate into the future."

Commenting on Elan's third quarter financial results, Shane Cooke, Elan's executive vice president and chief financial officer, said, "We are very pleased to report that revenues increased by 43% and Adjusted EBITDA losses were reduced by two thirds over last year, continuing the trend of the last couple of quarters. The increase in revenues was driven principally by the accelerating uptake of Tysabri, which generated in-market sales of nearly $100 million on a world-wide basis this quarter. We were particularly pleased that during the quarter we exceeded the 15,000 patient target which we need for Tysabri to breakeven in the commercial setting for the MS indication. At the end of the quarter, there were about 17,000 patients on therapy, including about 1,000 in clinical trials. We continued to carefully manage our cost base, with aggregate SG&A and R&D costs down on last year contributing to a reduction in net losses of 25%.''

Mr. Cooke added, "We are optimistic that we will better our previous target of reporting Adjusted EBITDA losses of about $50 million for the full year. In the longer term, the continued growth in revenue from Tysabri will drive our return to profitability and, with Biogen Idec, we are targeting to have 100,000 patients on therapy by the end of 2010.''

http://www.elan.com/News/full.asp?ID=1067428

[bernie55]

Antwort auf Beitrag Nr.: 32.144.001 von bernie55 am 25.10.07 10:27:32

Davy

ELN US
Exceeds forecasts for Q3
Jack Gorman
Closing Price $22.97 Target: $21.00 Issued: 21/05/07 Previous: $16.10 Issued: 16/02/07

43% year-on-year (yoy) growth in revenues and continued operating costs discipline allowed Elan to reduce its EBITDA losses yoy from $41.7m to $14.1m. The outturn beat our own expectation (-$32.5m) and will drive a reduction in our FY forecast losses to below $50m from $63.2m currently.

At $176.6m, revenues were 5% better than our estimates. Although Tysabri was a little light—as we already knew—the two hospital products demonstrated a more resilient performance than expected. Maxipime, though down 27% yoy, still managed to generate $19m revenues in its first quarter of genericisation. Reducing the price against just one generic competitor (to date) looks to have helped here. Azactam continued to benefit from its generic-free status in the quarter.

Operating costs fell by 3% yoy, with a 10% fall in SG&A costs (sales force restructuring) offsetting a 9% increase in R&D costs (AD costs). Although we had anticipated the SG&A reduction, R&D costs came in a little lower than our forecasts. Overall operating costs were 2% below forecast.

On the pipeline, Elan reiterated its timeline on Bapineuzumab—i.e that Phase III initiation is planned by year end. Its partnered products—Bapineuzumab, ACC-001 and ELND-005—are described in the statement as three distinct treatments for mild-to-moderate AD. This latter target market is where most AD products are marketed today.

All other AD and Crohn's timelines are as already disclosed.

We note that ELND-002 (a small molecule for MS) was recently dosed in a Phase I trial. This represents a potential follow-on product to Tysabri in what will be a more competitive MS market in the next decade.

All in all, encouraging numbers from Elan.

Conference Call at 13.30 (Ireland/UK time) at [phone] (outside US); 888 434 1984 (US).


http://www.investorvillage.com/smbd.asp?mb=160&mn=164553&pt=…

[bernie55]

New Research Report on WYE/Bapinezumab

Sanford Bernstein analyst Tim Anderson M.D., initiated coverage of the pharma industry on Oct. 23rd. Hew wrote a rather lengthy 124 page report, of which my primary interest was page 9 on WYE. He initiated with a Buy and a $54 target. His comments included the following:

".....investors will become increasingly intrigued as data release draws near (mid '08) in pipeline drug bapineuzumab (Alzheimers Disease). Bapineuzumab could be one of the most important products to emerge from any company's pipeline in recent memory, and in Alzheimers disease the unmet medical need is substantial. Simple math shows that in developed markets alone,the target market could be as high as $60 billion,and if bapineuzumab works,patients and prescribers would run-not walk-to a therapy like this.

Validating the approach is the fact that several other biotech/pharmaceutical companies are persuing the same mechanism of action (PFE,LLY,DNA,and others)......

"We currently don't have bipineuzumab revenues in our model,and venture that most other analysts don't either. While clearly a higher risk opportunity,at current levels the upside to WYE from bapineuzumab is multiples higher than the downside wouuld be if the product were to fail. We would not typically bet on a Phase II compound,but given the current low valuation of WYE and other attributes with the name,in conjunction with the size of the commercial opportunity with bapineuzumab,to us it is worth making an exception."

Ladies and gentlemen,read this again slowly. Bernstein is a respected firm whose research is highly valued. I find their comments to be extraordinary to say the least,especially the $60billion potential market!

http://www.investorvillage.com/smbd.asp?mb=160&pt=msg&mn=164…

[Poppholz]

also ich bin für steigende Kurse.

[bernie55]

Antwort auf Beitrag Nr.: 32.144.672 von Poppholz am 25.10.07 11:09:40

871333
Geld
16,37

Brief
16,52

Zeit
25.10. 11:12



903801
Geld
16,19

Brief
16,60

Zeit
25.10. 11:12

[bernie55]

Antwort auf Beitrag Nr.: 32.144.672 von Poppholz am 25.10.07 11:09:40

also ich bin für steigende Kurse.


....du "kleiner " Schelm....

[Birgit.Tersteegen]

---Scluchz--war ohne Netz...jetzt nur bei Fredo im Büro....muss erstmal gucken----CC,wann etc.....Grüsse!!

[bernie55]

Antwort auf Beitrag Nr.: 32.144.942 von Birgit.Tersteegen am 25.10.07 11:28:07

muss erstmal gucken----CC,wann etc.....


AUDIO

- Elan Corporation, plc Earnings Conference Call (Q3 2007)

Scheduled to start Thu, Oct 25, 2007, 8:30 am Eastern


http://biz.yahoo.com/cc/8/85778.html

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.144.973 von bernie55 am 25.10.07 11:29:45

wann ist das nach unserer Zeit??????????????????

[bernie55]

Antwort auf Beitrag Nr.: 32.145.043 von Birgit.Tersteegen am 25.10.07 11:33:34

14.30 Uhr ?????

[Poppholz]

Antwort auf Beitrag Nr.: 32.145.150 von bernie55 am 25.10.07 11:39:29

glaube schon.

[GuHu1]

wäre schön wenn ihr darüber berichten könntet, kann leider nicht.

übrigens, gute arbeit hier im thread.

[Birgit.Tersteegen]

Auf der Elan-Website kann man sich registrieren für den CC indem man Nahme + e-mail angibt.....

- www.elan.com
- investor relations
- webcasts 25.10.07
- anmelden und webcast anklicken...

Musik (na ja....:rolleyesläuft schon...

[Birgit.Tersteegen]

oder hier "http://biz.yahoo.com/cc/8/85778.html"

[Birgit.Tersteegen]

Kelly spricht--er klingt das ERSTE Mal echt W A C H !!

[Poppholz]

finanzen.net
Elan kann Verlust im dritten Quartal eingrenzen
Donnerstag 25. Oktober 2007, 10:36 Uhr

Dublin (aktiencheck.de AG) - Der irische Pharmakonzern Elan Corp. plc (ISIN IE0003072950/ WKN 903801) meldete am Donnerstag, dass sich sein Verlust im dritten Quartal verringert hat, was u.a. mit einem starken Umsatzplus zusammenhängt.

Demnach belief sich der Nettoverlust auf 87,4 Mio. Dollar bzw. 19 Cents pro Aktie, gegenüber einem Minus von 117 Mio. Dollar bzw. 27 Cents pro Aktie im Vorjahr. Der operative Verlust sank von 89,4 Mio. Dollar auf 63,6 Mio. Dollar. Der Umsatz nahm um 43 Prozent auf 176,6 Mio. Dollar zu.

Analysten waren im Vorfeld von einem Verlust von 15 Cents pro Aktie und einem Umsatz von 180,5 Mio. Dollar ausgegangen. Anzeige

Für das laufende Quartal sehen sie ein EPS-Ergebnis von -14 Cents bei Erlösen von 194,9 Mio. Dollar.

Die Aktie von Elan (Dublin: DRX.IR - Nachrichten) verliert in London zurzeit 1,61 Prozent auf 16,13 Euro. (25.10.2007/ac/n/a)


http://de.biz.yahoo.com/25102007/85/elan-verlust-dritten-qua…

[Birgit.Tersteegen]

Tysabri wird im 4. Quartal profitabel....

[Birgit.Tersteegen]

super trend des Zuwachses an ty-Patienten....

[Birgit.Tersteegen]

Ekmann :Tysabri absolut vielversrechend bei Chrons,,,

[Birgit.Tersteegen]

Tysabri in der Onkologie....auch das klingt vielversprechend....

[Birgit.Tersteegen]

Msg: 164671 of 164671 10/25/2007 9:00:52 AM Recs: 0 Sentiment: Not Disclosed
By: stockhound4 Send PM Profile Ignore Recommend Add To Favorites
FDA And CHMP Have Agreed To Allow Phase III,,

die Protokolle zu Trial Phase 3 werden in den nächsten Wochen veröffentlicht...

[Birgit.Tersteegen]

bin begeistert

[Birgit.Tersteegen]

Msg: 164681 of 164683 10/25/2007 9:03:18 AM Recs: 2 Sentiment: Not Disclosed
By: pinvestment2
FDA and Europe on aab-001 phase III trial

FDA agrees in principle

EU agrees to trial with a few modifications

thus the FDA and EMEA have reviewed the phase III - sounds like the IND will not be a problem - I wonder if Lars is trying to say that the IND is now active

[Birgit.Tersteegen]

Whyth + Elan diskutieren den Produktionsprozess bzgl. alz gemeinsam

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.148.233 von Birgit.Tersteegen am 25.10.07 15:08:12

By: stockhound4 Send PM Profile Ignore Recommend Add To Favorites
Will Elan Do AAB-001 Manufacturing??? Kelly Just Said We Will Share The Mfg Of AAB-001

[Birgit.Tersteegen]

Msg: 164702 of 164706 10/25/2007 9:09:30 AM
By: allineln
Ian phase two data timing Q

Lars: no change has happened since last communication; absolutely on track; data available at mid year as stated; have to decide at which scientific meeting will present data at. Mid year as promised

[Birgit.Tersteegen]

Msg: 164768 of 164773 10/25/2007 9:38:05 AM
By: stockhound4
4,000 Pateints In Phase III Thats Serious Coin, Does Anyone Here Think They Have Any Doubts In The Outcome----Ich glaube,dass es ernsthafte Zweifel nicht gibt.Lars sagte noch einmal ,die Teste würden 18 Monate dauern--aber wenn man die 6 Monate von Phase 2 anrechnet könnte es doch Ende nächsten Jahres was werden,oder??

23,73/23,75$

[Birgit.Tersteegen]

Msg: 164787 of 164791 10/25/2007 9:45:51 AM
By: stop_farking_with_me
I've always been bullish on Elan but now..........

I am beginning to beleive posters like GTRT who have been talking $200 + pps valuation in the next couple of years. We have:

1) a confirmed blockbuster for MS;
2) a future big product for Crohns, RA, etc.
3) a huge drug for ONCOLOGY!!!
4) an ALZ drug that appears to work;
5) a small molecule Ty oral that will come to market in the future;
6) atleast four other ALZ drugs that will probably work;
7) a dd business that is growing at a nice clip.


Just AMAZING

[Poppholz]

dann wollen wir mal hoffen, dass die guten Nachrichten auch mal von den richtigen Leuten gelesen bzw. gehört werden und der Kurs somit auch mal nach oben geht und nicht nach unten.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.149.181 von Poppholz am 25.10.07 15:55:33

dies ist der 1.CC nachdem der Kurs nicht fällt....

[bernie55]

Antwort auf Beitrag Nr.: 32.149.181 von Poppholz am 25.10.07 15:55:33

dann wollen wir mal hoffen, dass die guten Nachrichten auch mal von den richtigen Leuten gelesen bzw. gehört werden und der Kurs somit auch mal nach oben geht und nicht nach unten.



.....Poppie, wir sind die richtigen Leute...

[bernie55]

...Hi ...
..ganz kurz nur..ich muss gleich wieder arbeiten...

..einfach super Infos, die auf der CC gebracht worden sind......

[bernie55]

Antwort auf Beitrag Nr.: 32.148.966 von Birgit.Tersteegen am 25.10.07 15:45:55

Lars sagte noch einmal ,die Teste würden 18 Monate dauern--aber wenn man die 6 Monate von Phase 2 anrechnet könnte es doch Ende nächsten Jahres was werden,oder??



...das wäre der Oberbringer...

[Birgit.Tersteegen]

gerade läuft wieder das Spiel mit der "Eisbergorder"---7000 im Verkauf auf der 23,68- und der Preis ist gedrückt...mal sehen wie lange das so bleibt...

[bernie55]

Antwort auf Beitrag Nr.: 32.149.669 von Birgit.Tersteegen am 25.10.07 16:18:33

.....oohhhmmmm.....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.149.707 von bernie55 am 25.10.07 16:20:25

oder OH und ---mmmhhh??

[bernie55]

Antwort auf Beitrag Nr.: 32.149.831 von Birgit.Tersteegen am 25.10.07 16:26:17

...so ist es....

[Poppholz]

Antwort auf Beitrag Nr.: 32.149.458 von bernie55 am 25.10.07 16:08:33

natürlich sind wir die RICHTIGEN Leute, aber leider haben wir keine freie Kohle mehr und können den Kurs somit nicht mehr beeinflussen.

FFM hat heute über beide WKN gerade einmal 50 Aktien gehandelt.

[Poppholz]

Antwort auf Beitrag Nr.: 32.150.072 von Poppholz am 25.10.07 16:39:53

USA ist im grünen Bereich, aber so ganz doll ist das doch auch wieder nicht.

[surga]

Antwort auf Beitrag Nr.: 32.150.560 von Poppholz am 25.10.07 17:04:10

grün ist besser als rot

[bernie55]

UPDATE - S&P MAINTAINS HOLD OPINION ON ADSS OF ELAN CORP.
S&P Marketscope -



Related Quotes
Symbol Last Chg
ELN Trade 23.55 +0.58
Quotes delayed at least 15 minutes



SNPMarketScope ResearchNotes 2007-10-25 11:35:34.000 ELNELAN CORP ADSJEnglander UPDATE -

S&P MAINTAINS HOLD OPINION ON ADSS OF ELAN CORP.

Q3 loss per ADS is narrower than our view. Tysabri sales were slightly below our forecast with other products modestly above. We believe the 25% rise in physicians in ELN's TOUCH risk management program for Tysabri, and profitability expected in Q4 are signs of traction in the marketplace. However, we think Bapineuzumab for Alzheimer's will drive the stock in long term and its Phase III trial data is not expected for at least 18 months. We narrow our '07 per-ADS loss estimate by $0.01 to $0.62, still see '08 loss of $0.29, and keep $26 target price, in line with peers.|US;ELN|1429|97764

http://www.investorvillage.com/smbd.asp?mb=160&mn=164970&pt=…


..bei soviel Großzügigkeit sagen wir: DANKE...

[Poppholz]

der Kursverlauf ist wieder "gegen jeglicher Vernunft".

Da wir einen solchen Kursverlauf schon kennen und nach einem CC nie "vernünftige" Schlusskurse vorhanden waren, kann ich die Shorties schon gut verstehen, dass sie ELAN so gerne haben.

Ich spekuliere auch jedes Mal, dass ich einfach alle Aktien verkaufe, sobald gute Nachrichten aus den CC oder aus anderen Gründen vorhanden sind. Einfach verkaufen und einige Stunden bzw. Tage später wieder einkaufen.

Als BIOGEN sich zum verkauf gestellt hat wurde für die EAN in FFM €18,- geboten. Zwei Tage später hätte man dann wieder zu Kursen um die €16,- einkaufen können.

Heute wurden für die EAN wieder €16,60 geboten. Einfach verkaufen und morgen wieder zu €16,- einkaufen.

Aber ich habe mich wieder einmal dagegen entschieden. Zum einen möchte ich nicht dass unser Baby zum Spielball der Zocker wird (übrigens auch sonst niemand in FFM) und zum anderen genau dann der Kurs nicht nach unten gehen würde.

Also warte ich weiter ab, bis ELAN in die Gewinnzone kommt und dann hoffentlich auch der Kurs eine "vernünftige" Sprache spricht.

[bernie55]

NCB

The FDA in the US and the CHMP in Europe have agreed that Elan/Wyeth can proceed to Phase III studies with AAB-001. The FDA has agreed to a proposed Phase III trial design (after reviewing data from AN1792, the Phase I data and the interim data from the Phase II trial) and the CHMP has agreed to AAB-001 proceeding to Phase III with minor adjustments. There will be 4 separate pivotal placebo-controlled studies, with a total of c.4,000 patients involving 2 populations (ApoE carriers and non-ApoE carrierssee below*) of Alzheimer’s Disease patients with mild to moderate disease. The studies (2 global pivotal US and European studies in ApoE carriers and 2 global pivotal US and
European studies in non-ApoE carriers) will be of 18-month duration and each of the Phase III studies are pivotal stand alone studies.

• In an analysis of the clinical data with AAB-001 vasogenic oedema was observed (this is fluid accumulation in the brain which was noted as “largely asymptomatic” and as a transient MRI finding). While the incidence of vasogenic oedema in the total treated AAB-001 population was low, it was relatively higher in AD patients that carried the ApoE gene. In the Phase III studies, patients carrying the ApoE gene will receive a single low dose (concentration) of AAB-001 (to minimize the oedema risk) and non- ApoE carriers will receive the same dose and multiple higher doses. The doses of AAB- 001 that were used in the Phase II study will also be used in the Phase III studies.

• The decision to initiate the Phase III AAB-001 studies in the US and Europe in parallel (considering study costs, side effect risk etc) underlies Elan/Wyeth’s confidence in the data that has been generated with AAB-001 to date. Although still possible, given the complexity of the Phase III studies and the lack of specifics at this point on potential interim analyses of the Phase III data, it is less apparent if Elan/Wyeth will file for marketing approval of AAB-001 in the US based on the Phase II efficacy and safety data from a Phase III study. The Phase III studies are on track to enroll the first patients in the US by the end of the year. Further details on interim looks etc are expected to be available when the study protocols have been communicated to investigators.

Considering the design of the Phase II study it is likely that interim analyses will be incorporated into the Phase III protocols. The Phase II AAB-001 data will be released in
mid-2008. It is expected that the headline Phase II data will be released initially and that the entire dataset will then be released at a scientific conference.

• Elsewhere, Elan noted yesterday that they have started to see some acceleration in Tysabri run rate in the US with an uptick noted in Europe post the holiday season. We have revised our forecasts based on the geographic mix of the patient no’s/revenues reported in Q3 and a higher discount to pharmacies/wholesalers in US than previously forecast. Our number of patients on treatment by year end is now 20,300 compared to 20,550 previously. Our revised 2007 in-market sales forecast is $339m compared to our previous forecast of $355m.

• * The presence of the ApoE(4) gene is a risk factor for Alzheimer’s Disease. Approximately 60% of the Alzheimer's Disease patient population are non-carriers with the remainder of the population ApoE carriers

http://www.investorvillage.com/smbd.asp?mb=160&mn=165241&pt=…

[[KERN]Codex]

ELAN wird schon seinen Weg machen, man brauch nur Geduld

[bernie55]

Antwort auf Beitrag Nr.: 32.159.876 von [KERN]Codex am 26.10.07 11:32:10

ELAN wird schon seinen Weg machen, man brauch nur Geduld



Hey Kernie,
du auch mal wieder hier ????


Geduld haben übrigens viele LONG-ELANITES schon seit April/ Mai / Juni 2005 gelernt..

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.160.017 von bernie55 am 26.10.07 11:44:24

yepp! Heute wieder nur kurz Netz.....Dass unser Schätzchen gestern wieder so abbauen musste...--

Nur die Harten..... (s.PBB....) Grüsse!

[Nostarowie]

Geduld kann vielleicht voll langweilig sein.
Wenn wir nicht durch die $22,60 rasseln müßte es eigentlich nun wieder drehen.



Irgendwie ist der Markt zurzeit generell lustig.
Dow und konsorten wollen korrigieren, könnse aber nicht, da durch China und Geldvermehrung anscheinend alles sofort wieder hochgekauft wird.
Ich weis gar nicht was diese ganzen Finanzfuzzys laufend von dem Leitindize DOW faseln, bei mir ist das Asien/Hang Seng.

Gewollte Verwirrung der Verwirrung ist das.

[GuHu1]

@Brigite, Bernie,o.a.

wisst ihr wo man Infomaterial ( möglichst deutsch ) zu tysabri bekommt, wurde darauf angesprochen und wollte nicht mit halbwissen glänzen.

schönes we
guhu

[bernie55]

Antwort auf Beitrag Nr.: 32.176.132 von GuHu1 am 27.10.07 20:55:19

...versuch es mal hier mit, GuHu1....


http://www.medknowledge.de/neu/med/jahr/2006/III-2006-36-tys…


http://www.tysabri.de/tysabri/


http://www.dmsg.de/multiple-sklerose-news/index.php?kategori…


http://www.finanzen.net/nachricht/TYSABRI_R_feiert_den_erste…


..Grüße, bernie55

[GuHu1]

Antwort auf Beitrag Nr.: 32.181.407 von bernie55 am 28.10.07 19:13:39

danke, die jenige leidet seit 20 jahren an ms.
derzeit bekommt sie als letzte option chemo!

sie wird das sicher mit ihren behandelnden ärzten durchsprechen.

guhu1

[GuHu1]

Antwort auf Beitrag Nr.: 32.181.407 von bernie55 am 28.10.07 19:13:39

@bernie
anbei die direkte antwort auf deine unterstützung.
wenn möglich berichte ich euch was daraus wird bzw. geworden ist.

Hallo xxxxxx!

Mensch, super. So viel Info´s. Vielen Dank dafür. Ist eine klasse Idee. Und meine Neurologin hatte doch schon einmal mit mir über das Medikament von Tysabri gesprochen. Sie fand es auch empfehlenswert. Aber auch sie wusste von Todesfällen. Und so habe ich es nie genommen und mich nicht weiter damit beschäftigt. Jetzt habe ich weitere Info´s durch Dich und werde mich beim Facharzt durchfragen.

Viele Grüße und Danke

xxxxxx

[bernie55]

Antwort auf Beitrag Nr.: 32.182.345 von GuHu1 am 28.10.07 22:43:25

Hi GuHu1,

es freut mich, dass ich dir bzw. deiner Bekannten mit den Infos weiterhelfen konnte...

..noch einen schönen Tag....

Grüße bernie55

[bernie55]

Transition Therapeutics Receives US$7.5 Mln Remaining Upfront Payment From Elan - Quick Facts

10/26/2007 7:38AM - RTT News



(RTTNews) - Transition Therapeutics Inc. (TTHI, TTH.TO) said that it has received US$7.5 million representing the second half of the US$15 million upfront payment under its global collaboration deal with a subsidiary of Elan Corporation, plc (ELN) for the Alzheimer's disease drug candidate ELND-005/AZD-103.

Transition and its collaborator Elan remain on track to commence a Phase II clinical trial by the end of 2007 or early 2008.

Transition noted that ELND-005/AZD-103 has completed Phase I clinical trials and the drug candidate appears to be safe and well tolerated at all doses and dosing regimes examined in about 110 subjects.

Further, the drug candidate was also shown to be orally bioavailable, cross the blood brain barrier, and achieve levels in the human brain and CSF that were shown to be effective in animal models for Alzheimer's disease.

For comments and feedback: contact [e-mail]

http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20071…

[Birgit.Tersteegen]

Re: NEWS from Elan PR - Elan will Receive Milestone Payments from J & J

Elan Announces the Johnson & Johnson Pharmaceutical Research & Development Submission of a New Drug Application to the FDA for Paliperidone Palmitate Using Elan's Proprietary NanoCrystal(R) Technology
BusinessWire - October 29, 2007 8:47 AM ET



Elan Corporation, plc (NYSE: ELN) today announced that Johnson & Johnson Pharmaceutical Research & Development, L.L.C (J&JPRD) has submitted a New Drug Application to the U.S. Food and Drug Administration (FDA) for paliperidone palmitate, an investigational, once-monthly atypical antipsychotic intramuscular injection for the treatment of schizophrenia and the prevention of recurrence of the symptoms of schizophrenia. Paliperidone palmitate is a long acting injectable ester of the active ingredient in INVEGA(TM)(1) and utilizes Elan's NanoCrystal(R) Technology.

Under the terms of Elan's License Agreement, Elan is eligible to receive payments upon the achievement of certain milestones. Additionally, Elan will receive royalty payments based on sales of the injectable paliperidone palmitate formulation, if the product is successfully commercialized.

"We are very pleased to see this product application being filed with the US regulatory authorities. If the product is approved for marketing by the regulators, we look forward to the successful launch of this product in the U.S. and other territories. This is the first long acting injectable product developed and submitted to a Health Authority using Elan's NanoCrystal(R) Technology and marks a significant milestone in the advancement of the technology," commented Shane Cooke, Chief Financial Officer and Head of Elan Drug Technologies.

About NanoCrystal(R) Technology and Elan Drug Technologies

The use of Elan's NanoCrystal(R) Technology increases the rate of dissolution of the poorly water soluble paliperidone palmitate compound and enables the formulation of an aqueous suspension for once-monthly administration. The technology, which can offer enhanced commercialization opportunities, is covered by numerous U.S. and foreign patents and is part of a suite of technologies which Elan's Drug Technologies business offers to third party clients. The drug in nano-form can be incorporated into common dosage forms, including tablets, capsules, inhalation devices, and sterile forms for injection, with the potential for substantial improvements to clinical performance.

Currently four products marketed in the United States/Internationally utilize Elan's NanoCrystal(R) Technology: TriCor(R)/ Lipanthyl(R) (marketed by Abbott, Solvay), Megace(R) ES (marketed by Strativa Pharmaceuticals, a division of Par Pharmaceutical), Rapamune(R) (marketed by Wyeth) and Emend(R) (marketed by Merck).

The NanoCrystal Technology is part of a suite of capabilities available through Elan Drug Technologies (EDT). With over 30 products launched in 40 countries, EDT has a proven track record of collaborating with pharmaceutical companies. For more information about Elan Drug Technologies please visit www.elan.com/EDT.

(1) INVEGA(TM) is a once-daily oral atypical antipsychotic for the treatment and maintenance of schizophrenia. INVEGA was discovered and developed by Johnson & Johnson

[bernie55]

Davy

Price $23.28 Target: $21.00 Issued: 21/05/07 Previous: $16.10 Issued: 16/02/07

Yesterday (October 29th), Elan announced that a new drug application (NDA) was submitted by J&J for a long-acting injectable formulation of Invega, its antipsychotic treatment for schizophrenia. This formulation utilises Elan's Nanocrystal technology in the product's ester palperidone palmitate. If approved, it would be the first time that the technology has been used in a long acting injectable product.

Elan is eligible to receive both milestone payments and royalties on end-user sales should the product be successfully approved and marketed. It has been variously estimated that this new product has the potential to generate revenues of $1bnplus for J&J. Elan typically receives mid-single-digit royalties on Nanocrystal-based products. In turn, this helps to support our 2008/2009 forecasts for the drug technology division at Elan.

Invega is one of three major antipsychotics marketed by J&J (the others being Risperdal and Risperdal Consta). In the nine months to September 2007, these products generated $3.5bn in revenues, an increase of 11% year-on-year.


http://www.rte.ie/business/2007/morningrep/download/1030davy…

[bernie55]

Goodbody
Elan (Add, Closing Price $23.28); Nanocrystal technology in J&J drug candidate.

Analyst: Ian Hunter T [phone] E [e-mail]

Elan yesterday announced that J&J has submitted a New Drug Application (NDA) to the FDA for paliperidone palmitate for the potential treatment of schizophrenia and the prevention of recurrence of the symptoms of the disease. The investigational formulation is a once a-month atypical antipsychotic intramuscular injectable ester of the active ingredient in Invega, which incorporates Elan’s Nanocrystal Technology. Invega is a new atypical antipsychotic on the market, which was launched in extended-release tablet formulation by J&J at the beginning of 2007. It is similar to the company’s Risperdal (2006 annual revenue of $4.2bn), which goes off-patent in mid-2008. It is the first long-acting injectable product developed and submitted to the FDA that uses Elan’s Nanocrystal technology. Elan will receive unspecified milestone payments during development and subsequent royalties if the product is successfully commercialised. There are currently four products on the market that incorporate Elan’s Nanocrystal Technology, including Abbott’s Tricor, which generated $42.2m for Elan in the first nine months of 2007.

http://www.rte.ie/business/2007/morningrep/download/1030good…

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.203.994 von bernie55 am 30.10.07 14:42:00

....und die gute Meldung ist:Trotz guter Nachrichten fällt das Schätzchen nur ein bisschen.....:O

[bernie55]

Antwort auf Beitrag Nr.: 32.204.041 von Birgit.Tersteegen am 30.10.07 14:44:35

....ach wie schön, dass wir das schon alles kennen....

..denk d´ran , Biggie.....unsere Geduld wird sich auszahlen.....

..die 13 $ Party haben wir verschoben...
..die 16 $ Party verschlafen..
..die 20 $ Party in Gedanken schon einmal durchgefeiert...
..die 25 $ Party fällt aus wegen des nahenden strengen Winters....

..die 30 $ Party ??!!..............die 40 $Party??!!....

Party !!!...Party!!!...Party!!!...

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.204.186 von bernie55 am 30.10.07 14:51:49

Du Partylöwe Du---aber irgendwann fährt die Elan-Gemeinde auf die Seychellen.... spätestens bei 100§--ich wär allerdings schon für 40$...oder ne Nilkreuzfahrt---allerdings möchte ich die eigentlich schon im Januar machen.....-ob wir da schon bei 40$ stehen????

[Poppholz]

Antwort auf Beitrag Nr.: 32.204.357 von Birgit.Tersteegen am 30.10.07 15:00:44

$40,- im Januar wären schone eine tolle Sache.

Aber so wie wir die Investoren und die MM in der Vergangenheit kennen gelernt haben, ist alles möglich.



Vielleicht sollte ich doch noch mal ein paar Euro freimachen zum nachkaufen. Entweder Aktien oder sogar Optionen.

Mal schauen, ...

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.205.816 von Poppholz am 30.10.07 16:17:14

nee Poppi,lieber keine Optionen --sonst verschwinden wir wie Holgus im Off....

[bernie55]

Antwort auf Beitrag Nr.: 32.206.018 von Birgit.Tersteegen am 30.10.07 16:27:34

Ich habe ihm vor einiger Zeit eine BM geschickt....ich hoffe, er meldet sich mal wieder im Board........

[bernie55]

Elan Pharmaceuticals, Inc. Licenses Software and Databases From GeneGo

Oct 30 2007, 3:00 AM EST
PRNEWSWIRE


ST. JOSEPH, Mich., Oct. 30 /PRNewswire/ -- GeneGo, Inc., the leading systems biology tools company, announced today that Elan Pharmaceuticals, Inc. licensed its flagship data analysis suite MetaCore(TM). The platform will be available to all scientists in research. MetaCore is designed for functional analysis of biological and chemistry data. Elan will use MetaCore in their neurology and autoimmune programs.

"We are very pleased that Elan chose GeneGo and we have had good interactions so far," said Julie Bryant, GeneGo's VP of Business development. "MetaCore has substantial knowledge content coverage in the areas of CNS and autoimmune diseases, which the Elan scientists can leverage in their innovative research."

About GeneGo

GeneGo develops systems biology technology for life science research. The original computational MetaDiscovery(TM) platform allows an integration and expert analysis of different kinds of experimental data (mRNA expression, proteomics, metabolomics, microRNA assays and other phenotypic data) and relevant bioactive chemistry (metabolites, drugs, other xenobiotics) within the framework of curated biological pathways and networks. GeneGo's flagship product, MetaCore 4.5(TM), assists pharmaceutical scientists in the areas of target selection and validation, identification of biomarkers for disease states and toxicology. The second product, MetaDrug 4.5(TM) is designed for prediction of human metabolism, toxicity and biological effects for novel small molecules compounds. MetaBase(TM) represents the knowledge base for MetaCore. For more information, please visit the company's web site at http://www.genego.com.

MetaCore(TM), MetaBase(TM), MetaDrug(TM), MetaLink(TM), MetaDiscovery(TM), MetaTox(TM), MetaMiner(TM) and 1-2-3 Workflow(TM) are trademarks of GeneGo, Inc.

SOURCE GeneGo, Inc.


http://www.genengnews.com/news/bnitem.aspx?name=25588433

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.206.506 von bernie55 am 30.10.07 17:01:09

ich auch--aber keine Reaktion--er ist überhaupt nicht mehr online...

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.206.506 von bernie55 am 30.10.07 17:01:09

ich auch--aber keine Reaktion--er ist überhaupt nicht mehr online...

[ronaldus]

Schaut Euch mal nun auch Biogen an,wird übernommen (möglich Pfizer),Übernahme höher als 82 Dollar,;Was meint Ihr?Was passiert dann mit Tys.?Haben kryptisch erklärt sie warten auf den Übernhmekandidaten,sie könnten Tys. günstiger erwerben.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.211.603 von ronaldus am 30.10.07 23:20:51

...Wir haben zu dem Thema schon alle relevanten Optionen mit Beiträgen aus dem IV-Board diskutiert;blätter mal ein paar Seiten zurück....

[bernie55]

Lasting Longer Courtesy of Elan


By Brian Lawler October 30, 2007

Yesterday Elan (NYSE: ELN) announced that partner Johnson & Johnson (NYSE: JNJ) had filed a marketing application for a once-a-month form of its antipsychotic drug Invega.

If approved 10 months from now, Invega would become the longest-lasting dosed atypical antipsychotic drug on the market. Getting a longer-lasting version of drugs like these onto the market is important because many schizophrenics have difficulties self-medicating with daily dosed oral drugs such as Eli Lilly's (NYSE: LLY) Zyprexa or Pfizer's (NYSE: PFE) Geodon.

Currently Johnson & Johnson's Risperdal Consta is the longest-lasting atypical antipsychotic on the market; it has a two-week dosing schedule. It was developed using a drug delivery technology from rival Alkermes (Nasdaq: ALKS) and took in $924 million during Alkermes' fiscal year 2007.

Other competitors, including Eli Lilly and Vanda Pharmaceuticals, are also developing once-a-month injectables of atypical antipsychotics, so the market for these long-lasting compounds could start to get very crowded in a few years.

Johnson & Johnson hasn't released sales numbers for Invega since its launch in 2006, so it's difficult to gauge the market for a longer-lasting version of the drug. If J&J's partnership deal with Elan is similar to its deal with Alkermes for Risperdal Consta, then Elan stands to gain a 2% to 5% royalty rate on sales of Invega.

This wouldn't be the first drug that Elan has used its drug delivery technology on. It has also developed an improved version of Abbott Laboratories' (NYSE: ABT) cholesterol treatment Tricor and Merck's (NYSE: MRK) chemotherapy-induced nausea prophylactic drug, Emend.

Elan's prospects are tied largely to the success or failure of its multiple sclerosis treatment Tysabri and to Alzheimer's disease franchise drug candidates, assets at Elan that are not as prominent to stockholders. And Elan doesn't break out its earnings from its nanocrystal drug delivery technology because that's considered part of its manufacturing and royalty revenue ($285 million in revenue last year). It, too, is an asset that shouldn't be overlooked when valuing Elan.

http://www.fool.com/investing/high-growth/2007/10/30/lasting…

[Birgit.Tersteegen]

....heute steigen wir aber schön,23,75$....

wenn die Fed die Zinsen nicht senkt--und damit die Annahme untermauert wird es ginge den Amis doch nicht so schlecht wie wir immer denken (was aber immer nur einige betrifft--siehe den sehr empfehlenswerten neuen Film von Michael Moore....)--dann könnte der Eoro fallen und unsere Elankurse bekämen hier einen zusätzlichen Schub....

[surga]

Antwort auf Beitrag Nr.: 32.211.983 von Birgit.Tersteegen am 31.10.07 00:44:16

was ist heute los?
Unser ELAN steigt ja wieder

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.219.658 von surga am 31.10.07 15:52:00

...es gab eigentlich keine schlechten Nachrichten,die den Kursanstieg rechtfertigen könnten...

[bernie55]

Antwort auf Beitrag Nr.: 32.219.705 von Birgit.Tersteegen am 31.10.07 15:53:41

[bernie55]

Antwort auf Beitrag Nr.: 32.219.658 von surga am 31.10.07 15:52:00

was ist heute los?
Unser ELAN steigt ja wieder





..klaro....wegen der allgemeinen " Markt-Nervosität" der Noch-Nicht ELANITES....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.220.257 von bernie55 am 31.10.07 16:17:53

.....ein Klient von Dir???...der stottert doch bestimmt ziemlich...

[bernie55]

Antwort auf Beitrag Nr.: 32.220.294 von Birgit.Tersteegen am 31.10.07 16:19:46

Klienten von mir ???

Ich habe nur Klienten mit coolem Perseverationsverhalten...

[bernie55]

Antwort auf Beitrag Nr.: 32.220.402 von bernie55 am 31.10.07 16:25:04

[bernie55]

Antwort auf Beitrag Nr.: 32.220.402 von bernie55 am 31.10.07 16:25:04

[bernie55]

Antwort auf Beitrag Nr.: 32.220.402 von bernie55 am 31.10.07 16:25:04

[bernie55]

23,79 -23,81

[bernie55]

Antwort auf Beitrag Nr.: 32.220.451 von bernie55 am 31.10.07 16:27:55

- 23,81 - 23,82 -

..knacken wir heute die 24 !!!!!

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.220.438 von bernie55 am 31.10.07 16:27:02

oh je---mit Dir möchte ich ja dann nicht tauschen...P....Verhalten--was iss`n dat???????????????????????????




Juchu...wir haben DOCH eine PR-Abteilung---und sie ist des Schreibens mächtig...

Prialt safety review
: Int J Toxicol. 2007 Sep-Oct;26(5):411-21. Links
Nonclinical safety of ziconotide: an intrathecal analgesic of a new pharmaceutical class.

Skov MJ, Beck JC, de Kater AW, Shopp GM.
Elan Pharmaceuticals, Inc., South San Francisco, California, USA.
Ziconotide, a potent, selective, reversible blocker of neuronal N-type voltage-sensitive calcium channels, is approved in the United States for the management of severe chronic pain in patients for whom intrathecal therapy is warranted, and who are intolerant or refractory to other treatment, such as systemic analgesics, adjunctive therapies, or intrathecal morphine. In the European Union, ziconotide is indicated for the treatment of severe chronic pain in patients who require intrathecal analgesia. Nonclinical investigations of ziconotide included a comprehensive characterization of its toxicology, incorporating acute and subchronic toxicity studies in rats, dogs, and monkeys; reproductive toxicity assessments in rats and rabbits; and mutagenic, carcinogenic evaluations performed in vivo and in vitro. Additional investigations assessed the potential for cardiotoxicity (rats) and immunogenicity (mice, rats, and guinea pigs), and the presence or absence of intraspinal granuloma formation and local cell proliferation and apoptosis (dogs). The resulting nonclinical toxicology profile was predictive of human adverse events reported in clinical trials and consistent with ziconotide's pharmacological activity. Frequently observed nonclinical behavioral effects included tremoring, shaking, ataxia, and hyperreactivity. Occurrences were generally transient and reversible upon cessation of treatment, and intolerable effects occurred at doses more than 45 times the maximum recommended clinical dose. Ziconotide was not associated with target organ toxicity, teratogenicity, or treatment-related gross or histopathological changes; it displayed no mutagenic or carcinogenic potential and no propensity to induce local cell proliferation or apoptosis. Although guinea pigs developed systemic anaphylaxis, antibodies to ziconotide were not detected in mice, rats, or guinea pigs, indicating low immunogenic potential. No evidence of granuloma formation was observed with intrathecal ziconotide treatment. In summary, the results from these nonclinical safety assessments revealed no significant toxicological risk to humans treated with ziconotide as recommended.
PMID: 179631 http://www.ncbi.nlm.nih.gov/sites/entrez?Db=pubmed&Cmd=ShowD…
pos=1&itool=EntrezSystem2.PEntrez.Pubmed.Pubmed_ResultsPanel.Pubmed_RVDocSum

[Poppholz]

Antwort auf Beitrag Nr.: 32.220.482 von bernie55 am 31.10.07 16:29:48

nach den Korrekturen der letzten Tage wäre eine Kurssteigerung wirklich wieder drin.

[Birgit.Tersteegen]

24!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

[bernie55]

Antwort auf Beitrag Nr.: 32.220.676 von Birgit.Tersteegen am 31.10.07 16:41:06

..P....Verhalten--was iss`n dat???????????????????????????

" Unter Perseveration (von lat.: perseverare) versteht man das krankhafte Beharren, Haftenbleiben und/oder Nachwirken psychischer Eindrücke, auch das Haftenbleiben an Vorstellungen bzw. beharrliches Wiederholen von Bewegungen oder Wörtern auch in unpassendem Zusammenhang.

Oft tritt sie bei Alzheimer-Krankheit, Autismus, Schizophrenie und anderen psychischen Störungen, z. B. auch bei hirnlokalem Syndrom, Epilepsie auf.

Ebenfalls sind Perseverationen von Handlungsabläufen und Einzelbewegungen in Folge von Schädigungen des Zentralen Nervensystems zu beobachten. Hier treten sie häufig in Kombination mit Apraxien aller Art auf."


...so , ich muss los ...ein bisschen feiern....bis später....

...haltet die Stellung, ELANITES all over the world,especially in" good old Germany "....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.223.353 von bernie55 am 31.10.07 19:26:41

Perseveration--DAS kenn ich....

Beschreibt das auch das Phänomen wenn man an einer Aktie so krampfhaft
festhält.....Ich meine,sind wir hier nicht Alle ein wenig Bluna??

[bernie55]

Oct. 31, 2007
Market Close: $ 23.80

After Hours
Last: $ 23.812


...somit knapp an der 24 USD gescheitert....was nicht ist, wird noch werden...




= 16,52 €

Aktuelle Wechselkurse:
1 EUR = 1,44180 USD (01.11. 10:32)

[Poppholz]

SO !!!

WIR HABEN DIE $24,- ERREICHT.

[Poppholz]

dann wollen wir doch mal sehen, wie sich der Tag noch so entwickelt.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.233.491 von Poppholz am 01.11.07 15:07:36

.....und das bei DIESEM Markt!!!24,07!!

[Poppholz]

Antwort auf Beitrag Nr.: 32.233.562 von Birgit.Tersteegen am 01.11.07 15:12:39

aktuell wieder runter auf $23,80.

Naja, dann warten wir halt noch ein paar Tage.

[bernie55]

Seit gestern allgemeine Diskussion im amerikanischen Board - IV - über das Gerücht, dass Kelly Martin zu Merrill Lynch zurückkehren soll....


Seit gestern allgemeine Diskussion im amerikanischen Board - IV - über das Gerücht, dass Kelly Martin zu Merrill Lynch zurückkehren soll....


Seit gestern allgemeine Diskussion im amerikanischen Board - IV - über das Gerücht, dass Kelly Martin zu Merrill Lynch zurückkehren soll....


Seit gestern allgemeine Diskussion im amerikanischen Board - IV - über das Gerücht, dass Kelly Martin zu Merrill Lynch zurückkehren soll....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.262.679 von bernie55 am 02.11.07 22:00:21

...ich weiss auch nicht wie wir das finden sollten....er soll erstmal strategisch einen guten Deal für uns zaubern....ÜBRIGENS:Im Januar guck ich mich schon mal auf Mahe,Seychellen um,ob es dort eine "angemessene "Lodge für die Elanitees gibt....--damit wir bei 40$ nicht so unvorbereitet dastehen...

[Poppholz]

Antwort auf Beitrag Nr.: 32.262.717 von Birgit.Tersteegen am 02.11.07 22:06:45

sehr schön Birgit.

[Poppholz]

Antwort auf Beitrag Nr.: 32.262.679 von bernie55 am 02.11.07 22:00:21

das wäre natürlich nicht so gut.



allerdings wird er wohl nicht verschwinden, ohne in bleibender Erinnerung bei den ELAN-Aktionären zu bleiben.

(Dies meine ich im positiven Sinn)

[posimist]

KAMPF DEM VERGESSEN

Unter dieser Überschrift gibt es heute einen 2-seitigen Artikel über Pharmafirmen, die nach einem wirksamen Medikament gegen Alzheimer suchen.
M.Manns, auf Pharma und Biotechnologie spezialisierter Fondsmanager bei Union Invest Frankfurt ist zuversichtlich:
" Aus wissentschaftlicher Sicht ist die Kooperation von ELAN und Wyeth das Interessanteste im Alzheimer-Bereich.
Da steckt eine große Euphorie der Forschung dahinter - durch die Effizienz, die man in Phase II gesehen hat.
Da ist die berechtigte Hoffnung, dass das funktioniert. "

Die Seychellen rücken näher!

posimist

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.277.003 von posimist am 04.11.07 16:59:59

!

[Wouw]

Antwort auf Beitrag Nr.: 32.277.003 von posimist am 04.11.07 16:59:59

Wie schaut es denn so aus im Blick auf die Konkurrenz?
Die Japaner haben mit der Firma Eisai und seinem Cholinestrerase-Hemmer Aricept das derzeit meistverkaufte Alzheimer-Medikament. Myriad Genetics entwickelt derzeit Flurizan.
Findet sich hier ein kompetenter Mensch, der einmal einen Vergleich zwischen Elans Alzheimer-Projekt und der Konkurrenz ziehen kann?
- Bin seit 2005 investiert und verfolge dieses nette Boardmiteinander schon länger -

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.277.896 von Wouw am 04.11.07 17:42:32

Hi!

Du könntest diese Frage mal an Cyberhexe schicken (s.parallel-Thread)

Grüsse Birgit

[posimist]

Antwort auf Beitrag Nr.: 32.277.896 von Wouw am 04.11.07 17:42:32

Mein oben genannter Artikel steht in der Euro am Sonntag - ich vergaß.
Hier werden auch
Konkurrenten wie der Marktführer Elsai besprochen.

posimist

[bernie55]

NCB
Further clarity is expected over the coming months on BiogenIdec’s future following the recent announcement that the company is for sale. Suitors of BiogenIdec will have to clarify Elan’s intentions on Tysabri and given the importance of Tysabri to BiogenIdec’s
future growth, Elan is in a strong negotiating position.

In the event of a Change of Control at BiogenIdec, there are a number of options open to Elan including the sale of its 50% share of Tysabri. Based on BiogenIdec’s Tysabri targets, the sale of Elan’s share of Tysabri implies 20%+ upside to
the current valuation.
.Based on our current Tysabri forecasts there is limited upside to our SOTPs valuation.
Key near-term drivers of the share include the result of the BiogenIdec sale process with the potential for Tysabri’s value to be crystallised and acceleration in Tysabri patient numbers towards BiogenIdec’s outlined targets.
. Over the next 6-9 months the release of the Phase II bapineuzumab data will allow for a more informed assessment of the drug which could allow for upward revision to forecasts.

Orla Hartford

http://ftp.ncb.ie/equities/NCBLatestIrishEquities.pdf

[bernie55]

TEST !!!!

[bernie55]

ELN going for a NEW record today!!!

KM speaking

11:30 - 12:45



Elan
Kelly Martin, President & Chief Executive Officer
Shane Cooke, EVP, Chief Financial Officer
Lars Ekman, EVP, Research & Development


Has ELN EVER gone UP two times in a row AFTER KM speaks??
1st the pps did well after his CC now we enter the 2 in a row streak as ELN goes
up after KM and co speaks today.I hope this eventually turns into a Lou Gherig streak!!!

UP ELN
BRING ON THE BIIB BIDS
BRING ON THE P111 Protocols

BRING BACK THE CASH FROM THE SIDELINES!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

GREEN TEUSDAY!!!!

GLTA
MOO
ME!!

http://www.investorvillage.com/smbd.asp?mb=160&mn=167768&pt=…

Wo werden / sollen unsere " ELAN_ JUNGS " heute denn reden ??? Ich Habe die Termine irgendwie verpeilt ..

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.303.946 von bernie55 am 06.11.07 09:59:18

Moin!

ich konnte es auch nicht finden....-aber folgendes ist auch nett:

Author: JBWIN


Re: Leerink says ELN could become one of premier next generation large cap biotechs
I got it from a subscription service, but expect to obtain a copy of the research report.

Leerink has beeb a big supporter of ELN with a TP of 40.

Recall their 15Oct2007 note re BIIB takeout speculation:


BIIB takeout speculation good for ELN shares

News that BIIB will assess interest in acquiring the company is a positive

for ELN shares, too, in our opinion.

• We believe the asset a strategic buyer of BIIB would value most highly is

Tysabri, the re-launch of which is proceeding well.

• Our modeling indicates that almost half of BIIB's earnings in 2010 come

from sales of Tysabri. Based on that fraction and the closing price for BIIB

last Friday of $69, we estimate the value of Tysabri to BIIB to be on the

order of $9.8B.

• Assuming a similar value to ELN (given that ELN and BIIB have a 50:50

collaboration), the per share value of Tysabri would approximate $21.

Previously, we estimated the value of Tysabri to be in the $12 range.

• We performed DCF analysis to calculate the NPV of Tysabri. Basic

assumptions include Tysabri patent expiration in 2015 (although

manufacturing patents could extend protection), Tysabri sales projections

from our published Monte Carlo simulation and a 15% WACC. Our analysis

suggests an NPV of $19 per share.

• Based on these calculations, albeit somewhat crude given that an

acquisition of BIIB would occur for reasons and and to acquire assets other

than Tysabri, we believe ELN shares should increase in the $7-$9 range,

given the news announced last Friday.

• We continue to focus investor attention on ELN shares. Upcoming

milestones include the FDA decision on the sBLA for Tysabri to treat

Crohn's disease and the initiation of the Phase III clinical trial of Alzheimer's

disease drug candidate AAB-001 (bapineuzumab).

INVESTMENT THESIS

Over the coming years, we believe ELN will be repositioned in the minds of investors as one of

the more compelling drug development stories in the biotechnology sector and will be less

perceived as a specialty pharmaceutical company with drug development technologies. With the

commercialization of Tysabri for treating relapsing forms of multiple sclerosis (MS) and the

recent announcement that Phase III testing of the monoclonal antibody (MAb) AAB-001

(bapineuzumab) would begin in 2007, ELN appears to be delivering on commercializing

scientific expertise relating to two important biological targets, namely integrins and beta

amyloid (Abeta). Tysabri and AAB-001 could generate sizable revenues and, at earlier stages in

development, are a series of other drug candidates that are focused on similar modalities. If

effective, they could be superior/complementary to Tysabri or AAB-001 by virtue of route of

administration (oral vs. injectable), cost (small molecule vs. macromolecular proteins) or disease

severity. Importantly, they may provide the next-generation products that ELN would likely need

to preserve long-term competitiveness. The obvious success of Tysabri and the evident potential

of AAB-001 serve to validate the company's therapeutic platform, potentially de-risking the

pipeline. We believe a fair value of ELN shares in the 12-month horizon is approximately $40

derived from Monte Carlo simulation.

Valuation

We believe a fair value of ELN shares in the 12-month horizon is approximately $40 derived from

Monte Carlo simulation with an expected EPS of $3.51 discounted at 15% (we accounted for

development risk in simulation) and a PE of 35X. The 2015E EPS of $3.19 depicted in the

published P&L differs from the EPS used for valuation purposes in that the valuation calculation

is based on an expected EPS, $3.51, derived from the Monte Carlo simulation. Given the manner

in which the simulation operates, in simulated trials, revenues may differ from those of any

separate trial. Thus, EPS estimates derived from simulation are slightly different from those

calculated from average revenues. Using the $3.19 EPS estimate, a 12-month fair value for ELN

would be $37.

Risks to Valuation

Risks to ELN share performance include sales of Tysabri and the extent to which PML will impact

sales. Successful development of AAB-001 and other drug candidates would also impact ELN

share price. Nearer term, the outcome of the U.S. and EU regulatory review of Tysabri as a

treatment for Crohn's disease could also affect the value of ELN stock.

[bernie55]

Antwort auf Beitrag Nr.: 32.304.332 von Birgit.Tersteegen am 06.11.07 10:33:32

We believe a fair value of ELN shares in the 12-month horizon is approximately $40


....tja, und was ist ,wenn WYETH uns schon vorher für 40 USD übernimmt ????

[bernie55]

Antwort auf Beitrag Nr.: 32.303.946 von bernie55 am 06.11.07 09:59:18

7th Annual Large Cap Pharmaceutical Conference

Tuesday, 6th November 2007

07:45 - 08:15 Registration and breakfast
08:15 - 08:30

Introduction
Steve Plag, Credit Suisse
08:30 - 09:45
GlaxoSmithKline
Julian Heslop, Chief Financial Officer
09:45 - 10:00 Morning Coffee
10:00 - 11:15
AstraZeneca
David Brennan, Chief Executive Officer
11:15 - 11:30 Morning Coffee
11:30 - 12:45

Elan
Kelly Martin, President & Chief Executive Officer
Shane Cooke, EVP, Chief Financial Officer
Lars Ekman, EVP, Research & Development
12:45 - 13:45



13:45 - 15:00


NovoNordisk
Jesper Brandgaard, Chief Financial Officer
Jesper Hoiland, SVP International Operations
15:00 - 15:15 Afternoon Tea
15:15 - 16:30

Merck KGaA
Elmar Schnee, Head of the Pharmaceuticals Business Sector

[bernie55]

Antwort auf Beitrag Nr.: 32.305.196 von bernie55 am 06.11.07 11:26:43

http://www.csfb.com/conferences/pharma2007/client/agenda.sht…

[bernie55]

Antwort auf Beitrag Nr.: 32.305.196 von bernie55 am 06.11.07 11:26:43

Für kurzentschlossene und spontane ELANITES, hier die Location in London...




Credit Suisse
20 Columbus Courtyard
Canary Wharf
London
E14 4DA

Airport: The closest airport to our offices is London City Airport, which is approximately a 15 minute taxi journey or 20 minutes via the Docklands Light Railway (via Poplar or Canning Town). London Heathrow is approximately 1 hour 15 minutes from Canary Wharf.

Train Station: The closest station to our offices is Canary Wharf on the Jubilee line. Canary Wharf can also be accessed via the Docklands Light Railway from Bank station in the City. Our offices are a 2 minute walk from the station. www.tfl.gov.uk

River Boat: The Thames Clippers river boat service runs from Waterloo Pier and London Bridge Pier directly to Canary Wharf Pier at Westferry Circus, which is a 2 minute walk from our offices. www.thamesclippers.com

[Poppholz]

Antwort auf Beitrag Nr.: 32.305.006 von bernie55 am 06.11.07 11:15:13

das wäre eine Katastrophe!!!

Das wäre doch viel zu billig!!

[bernie55]

Antwort auf Beitrag Nr.: 32.305.929 von Poppholz am 06.11.07 12:10:37

Das wäre doch viel zu billig!!


....hey, Poppie, aber auch nur der Anfang...

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.305.280 von bernie55 am 06.11.07 11:31:08

...hätte die PBB doch mal einen Betriebsausflug hin machen können--hätten Bernie und ich mal ein bisschen die Jungs rhetorisch coachen können...!!

[Poppholz]

Antwort auf Beitrag Nr.: 32.306.408 von bernie55 am 06.11.07 12:39:01

der Kurs in London und Irland hält sich noch sehr zurück.

[bernie55]

Antwort auf Beitrag Nr.: 32.308.321 von Birgit.Tersteegen am 06.11.07 14:48:56

hätten Bernie und ich mal ein bisschen die Jungs rhetorisch coachen können

...aber nicht nur rhetorisch...


...was heißt denn das überhaupt ???

[bernie55]

Antwort auf Beitrag Nr.: 32.308.840 von Poppholz am 06.11.07 15:20:50

der Kurs in London und Irland hält sich noch sehr zurück.


..bis jetzt noch keine Infos von London...

[Poppholz]

Antwort auf Beitrag Nr.: 32.309.180 von bernie55 am 06.11.07 15:37:49

meistens wissen doch im Vorfeld schon einige mehr als andere.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.309.124 von bernie55 am 06.11.07 15:35:37

na,damit die Jungs das,was sie zu sagen haben mal SOO sagen,dass Andere Lust bekommen,Aktionäre eben dieses Unternehmens zu werden...

ohne so viel "ehm","ää","mmhm"....etc.http://img.wallstreet-online.de/smilies/biggrin.gif

[bernie55]

Antwort auf Beitrag Nr.: 32.309.499 von Birgit.Tersteegen am 06.11.07 15:50:13

.....was wollen Sie uns damit sagen, Frau Tersteegen.....

[bernie55]

Antwort auf Beitrag Nr.: 32.309.581 von bernie55 am 06.11.07 15:53:45

...ääähhmmm Frau Stoiber...

[bernie55]

Antwort auf Beitrag Nr.: 32.309.599 von bernie55 am 06.11.07 15:54:27

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.309.611 von bernie55 am 06.11.07 15:54:50

[surga]

Antwort auf Beitrag Nr.: 32.309.684 von Birgit.Tersteegen am 06.11.07 15:58:22

Biggi, habe ich was verpasst?

[bernie55]

Elan "add"

Tuesday, November 06, 2007 10:45:49 AM ET
Goodbody Stockbrokers

LONDON, November 6 (newratings.com) - Analyst Ian Hunter of Goodbody Stockbrokers maintains his "add" rating on Elan Corp Plc (DRX.FSE).

In a research note published this morning, the analyst mentions that Transition Therapeutics, Elan’s partner in the development of ELND-005 for treating Alzheimer’s, has ended its agreement with Novo Nordisk on the development of a treatment for diabetes. Elan has pointed out it would, along with Transition Therapeutics, file with the FDA to move ELND-005 into Phase II clinical trials in late 2007/early 2008.

http://www.newratings.com/analyst_news/article_1645190.html

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.312.063 von surga am 06.11.07 17:50:36

nö...Gruss!

[Poppholz]

Antwort auf Beitrag Nr.: 32.312.063 von surga am 06.11.07 17:50:36

solange wir dabei sind, können wir auch nichts verpassen.

[GuHu1]

LONDON, November 6 (newratings.com) - Analyst Ian Hunter of Goodbody Stockbrokers maintains his "add" rating on Elan Corp Plc (DRX.FSE).

In a research note published this morning, the analyst mentions that Transition Therapeutics, Elan’s partner in the development of ELND-005 for treating Alzheimer’s, has ended its agreement with Novo Nordisk on the development of a treatment for diabetes. Elan has pointed out it would, along with Transition Therapeutics, file with the FDA to move ELND-005 into Phase II clinical trials in late 2007/early 2008.

http://www.newratings.com/analyst_news/article_1645190.html

[Poppholz]

Antwort auf Beitrag Nr.: 32.315.539 von Poppholz am 06.11.07 21:14:17

wir warten somit weiterhin darauf, dass der Kurs steigt, bzw. die richtigen Investoren kommen und das Potential unseres Babys erkennen.

[GuHu1]

Antwort auf Beitrag Nr.: 32.315.311 von bernie55 am 06.11.07 21:01:34

sorry wurde schon gepostet, habs übersehen.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.315.591 von Poppholz am 06.11.07 21:17:05

apropos----wo bleibt das Bild vom Baby,POPPI!!

[bernie55]

Antwort auf Beitrag Nr.: 32.315.780 von Birgit.Tersteegen am 06.11.07 21:27:49

wo bleibt das Bild vom Baby ,POPPI

...genau, funz doch mal rüber....

[Poppholz]

Antwort auf Beitrag Nr.: 32.315.780 von Birgit.Tersteegen am 06.11.07 21:27:49

ich weiß, ich weiß.



werde mich verstärkt darum kümmern.

[bernie55]

ALZHEIMER im " the Journal of Life Sciences " vom 6 November 2007

http://www.tjols.com/article-388.html

[bernie55]

Davy

Following the release of Bayer’s Q3 results yesterday (November 5th), we now have a full picture of the latest data and market share in the global MS market (i.e. the five main MS treatments: Tysabri, Avonex, Betaseron, Copaxone and Rebif).
We estimate that the MS market grew revenues year-on-year by approximately 18% to $1.77bn—this is boosted by a few percent by conversion of reported revenues into dollars. Tysabri's revenue market share was just over 5%.
Tysabri captured 31% of the incremental growth in the market during Q3, a share matched only by the other non-interferon, Copaxone. In contrast, Avonex claimed just 3% of incremental revenue growth, while Betaseron and Rebif claimed 17% each.
Year-on-year, growth in Q3 sales for each of the main players was as follows: Avonex (Biogen Idec) up 2% to $455m; Copaxone (Teva) up 24% to $441m; Rebif (Merck KGaA) up 4.1% to €306m; Betaseron (Bayer) up 6.5% to €262; and

Tysabri up to $93m from $8m !!!
(just after its re-launch last year).

The steady growth and increasing market share is encouraging for Tysabri. Gaining one of the largest shares of incremental market growth is a definite positive as Elan and Biogen Idec seek to increase Tysabri’s market penetration and acceptance amongst medical professionals. At just over a year back on the market, Tysabri is performing well and further steady growth is anticipated as its efficacy and measured risk profile is increasingly recognised.

http://www.investorvillage.com/smbd.asp?mb=160&mn=167962&pt=…

[bernie55]

Antwort auf Beitrag Nr.: 32.320.938 von bernie55 am 07.11.07 10:18:38

...and it`s only a beginning...

[bernie55]

KEIN KM auf der Liste !!!!!

>... The candidates include Morgan Stanley (MS.N: Quote, Profile, Research) Chief Executive John Mack, NYSE Euronext (NYX.N: Quote, Profile, Research) CEO John Thain, BlackRock Inc (BLK.N: Quote, Profile, Research) CEO Larry Fink; AIG (AIG.N: Quote, Profile, Research) Chairman Robert Willumstad and Deutsche Bank (DBKGn.DE: Quote, Profile, Research) Chairman Josef Ackermann, CNBC said.<




http://www.reuters.com/article/marketsNews/idUKN074822312007…

[bernie55]

Antwort auf Beitrag Nr.: 32.325.335 von bernie55 am 07.11.07 14:52:40

...sorry vergessen zu kopieren...

NEW YORK (Reuters) - Citigroup Inc (C.N: Quote, Profile, Research) and Merrill Lynch & Co Inc (MER.N: Quote, Profile, Research), both seeking new chief executives after taking billions of dollars in write-downs, are considering the same 5 candidates for their top jobs, CNBC television reported on Wednesday.

[Poppholz]

Antwort auf Beitrag Nr.: 32.326.177 von bernie55 am 07.11.07 15:39:26

ich finde es auch besser, wenn KM uns erhalten bleibt.

[Poppholz]

Antwort auf Beitrag Nr.: 32.325.335 von bernie55 am 07.11.07 14:52:40

dann kann der Kurs ja wieder steigen, da die Ängste diesbezüglich ja unbegründet waren.

[surga]

Antwort auf Beitrag Nr.: 32.334.256 von Poppholz am 08.11.07 00:00:35

spannender tag heute Poppi!
Ich hoffe, 23$ kann gehalten werden

[surga]

Vergleich zu ELAN

[bernie55]

Elan's Vortrag von der European Laarge CAp Pharmaceutical Conference


http://www.csfb.com/conferences/pharma2007/pdf/elan.pdf


Elan's Vortrag von der European Laarge CAp Pharmaceutical Conference

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.355.929 von bernie55 am 09.11.07 08:26:05

Moin!

[noogmann]

Antwort auf Beitrag Nr.: 32.356.199 von Birgit.Tersteegen am 09.11.07 08:53:52

Moin Moin

[bernie55]

Antwort auf Beitrag Nr.: 32.355.929 von bernie55 am 09.11.07 08:26:05

CREDIT SUISSE 7th ANNUAL EUROPEAN LARGE CAP PHARMACEUTICAL CONFERENCE

ELAN VORTRAG vom 6 November 2007

http://www.csfb.com/conferences/pharma2007/pdf/elan.pdf

[bernie55]

Antwort auf Beitrag Nr.: 32.358.258 von bernie55 am 09.11.07 11:05:53

+

[posimist]

Antwort auf Beitrag Nr.: 32.358.281 von bernie55 am 09.11.07 11:07:17

Mit dieser Zielsetzung bin ich erst recht als Super-Long-Investor höchst einverstanden:

"Create the world´s leading neuroscience-based biotechnologie company within 5 years."

posimist

[bernie55]

Antwort auf Beitrag Nr.: 32.358.258 von bernie55 am 09.11.07 11:05:53

@ ELANNIES + ELANITES + ELANIACS

...je länger ich den Seiten des Vortrages vom 06.11.07 " herumblätter " ,

.....desto mehr bin ich von ELAN überzeugt.......

.....desto " WOH " finde ich ELAN ....

.....desto......desto....desto.....


..." keep cool, bernie "

[ronaldus]

Bei Biogen-Auktion gehen nächste Woche erste Gebote ein - FT
DJ Bei Biogen-Auktion gehen nächste Woche erste Gebote ein - FT

LONDON (Dow Jones)--Bei dem zum Verkauf stehenden US-Pharmaunternehmen Biogen Idec Inc (Nachrichten) werden laut einem Medienbericht in der nächsten Woche die Gebote der ersten Runde erwartet. Wie die britische Zeitung "Financial Times" (FT) unter Berufung auf mit der Materie vertraute Personen auf ihrer Webseite berichtet, gehören die Pfizer Inc, die Merck&Co Inc und Johnson&Johnson neben anderen Unternehmen aus der Pharmabranche zu den Favoriten für den Zuschlag.

Eine andere informierte Person nannte auch die britische AstraZeneca plc als möglichen Interesenten. Andere Kaufinteressenten seien aus der Auktion bereits ausgestiegen, hieß es weiter.



....diese Firmen könnten bei Tys. auch mal mitspielen,oder....

[Nostarowie]

Holgus altes Haus,
krich aus deim tiefen Loch heraus,
es werden Sorgen sich gemacht,
schon Wetten auf dein Kopp bedacht.
So zieh dein Schwert und schärf den Geist,
damit Du-s jedem hier beweist,
die Welt dreht sich zwar ohne dich,
jedoch ruckelt sie gar merkelich,
drumm gib Dir einfach mal nen ruck,
und post ein Prost ins Bild...

...hauruck.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.368.683 von Nostarowie am 09.11.07 21:00:26

Hi @ all!

Recht hat er unser CEO....

Author: yedistock



TodaySecret on Elan
http://www.todaysecret.com/2007/11/11/elan-ceo-collaboration…


Elan CEO: Collaboration Prevents Predation

With a market cap of about $9 billion and a few products already on the market, Irish biotech shop Elan could be a ripe target for a takeover by any of several Big Pharma players eager to expand their biotech footprint. (For evidence of that eagerness, see AstraZeneca’s recent $15 billion buyout of MedImmune.)

But no one has bid on Elan, CEO Kelly Martin said today. Part of the reason: The company’s sprawling array of complicated joint ventures with other pharmaceutical and biotech companies would make it hard for a potential acquirer to get its money’s worth. “These assets are partnered and have various chains of control triggers, so it’s not terribly straightforward,” Martin told Dow Jones in an interview after the company’s annual meeting.

The company has a 50-50 partnership with Biogen Idec on its multiple sclerosis drug Tysabri. And it’s partnered with Wyeth on an experimental Alzheimer’s drug that the companies said this week is going into late-stage trials.

“Elan is not a corporate asset that can be freely traded around,” Martin said. “Elan shareholders would need to get full value for all assets. The best defense is a good offense and that is to grow the company.”
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[bernie55]

Aktuelle Option ELANS
------------------------------------------------------------------------------------------------------------
14.7 Provisions For Change Of Control.

(a) Change Of Control Notice. A Party subject to a Change of
Control (the "Acquired Party") shall provide, where possible, written notice to
the other Party (the "Non-Acquired Party") at least sixty (60) days prior to the
Change of Control or, if earlier, as soon as the impending Change of Control can
be disclosed to the Non-

CONFIDENTIAL INFORMATION OMITTED AND FILED SEPARATELY
WITH THE SECURITIES AND EXCHANGE COMMISSION.
ASTERISKS (*) DENOTE SUCH OMISSIONS.


75
<PAGE>

Acquired Party. Within fifteen (15) days of the receipt of a written notice
pursuant to this Section 14.7(a), the Chief Executive Officer of each Party
shall meet to discuss the impact of any proposed Change of Control upon the
collaboration and the commercial value of the Licensed Products and to discuss
the possible nature of the relationship with the combined entity.

(b) Certain Acquisition Rights Upon Change Of Control. In the
event of a Change of Control, the Non-Acquired Party shall have the right,
exercisable in accordance with this Section, to purchase the interest of the
Acquired Party under this Agreement. Within thirty (30) days after receipt of
the written notice required pursuant to Section 14.7(a), the Non-Acquired Party
must give written notice to the Acquired Party of its own election to either (i)
continue it obligations under this Agreement after the Change of Control or (ii)
exercise its right to purchase the interest of the Acquired Party after the
Change of Control. In determining whether to exercise its option to purchase the
Acquired Party's interest in this Agreement, among other matters selected in its
sole discretion, the non-Acquired Party shall consider any proposed post-Change
of Control strategies and plans, commitments or guarantees respecting the
Licensed Product presented by the Acquired Party. Notwithstanding the foregoing,
the ultimate decision of whether to exercise its right under this Section will
be at the sole discretion of the non-Acquired Party.
--------------------------------------------------------------------------------------------------

The reality is, as Ghost has pointed out, no company will agree to a purchase without first making a deal with Elan. This is what gives Elan their strong negotiating position in terms of who they would like as a partner. If, as an example, PFE makes a bid for BIIB and Elan doesn't like them as a partner, Elan is under no obligation to disclose their intent under the purchase agreement and can say to PFE "we may elect to exercise our option to purchase BIIB's 50% of Tysabri once the notice is provided." This might discourage PFE. OTOH if DNA wished to make a bid Elan can say to them "we would look forward to a long a profitable partnership with DNA and we are prepared to crystallize our intent with you regarding this new partnership. Send lawyers and money" (hold the guns)

http://www.investorvillage.com/groups.asp?mb=6753&mn=6946&pt…


...hier wird noch einmal die starke Position von ELAN im Zusammenhang nit dem Verkauf BIOGEN deutlich

[Holgus]

Antwort auf Beitrag Nr.: 32.390.685 von bernie55 am 12.11.07 11:44:57

...hier wird noch einmal die starke Position von ELAN im Zusammenhang nit dem Verkauf BIOGEN deutlich


Und was ist, wenn ein potentieller Biogen-Käufer den kleinen Elan
gleich mit kassiert ? Dann hat er 100% Tysabri und ev. etwas Streß
wegen der Alz-Sparte ... ein Rechenexempel.

Ach ja ... hi Ihr alle

[bernie55]

Antwort auf Beitrag Nr.: 32.393.134 von Holgus am 12.11.07 14:26:20

...schön, dass du wieder da bist, " alter Schwede " !!!!

[Holgus]

Antwort auf Beitrag Nr.: 32.393.281 von bernie55 am 12.11.07 14:38:31

"Schwede" ?????

Menno, Schleswig-Hostein liegt immer noch in Deutschland ... lol

Und das "alter" hab ich ja mal gekonnt überlesen.
So darfst Du mich nennen, wenn in Januar meine Optionen
zersemmeln ... jaul

[bernie55]

Antwort auf Beitrag Nr.: 32.394.399 von Holgus am 12.11.07 15:53:08

.......nobody is " imperfekt "....

[Poppholz]

Antwort auf Beitrag Nr.: 32.394.399 von Holgus am 12.11.07 15:53:08

bis Januar ist noch viel Zeit.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.393.281 von bernie55 am 12.11.07 14:38:31

Wir müssen uns mal überlegen,wie er die Sorgen kompensieren kann die er uns gemacht hat:O:O:O:O:O:O:O:O:O:O-----haste ne Idee????

[bernie55]

Antwort auf Beitrag Nr.: 32.394.954 von Birgit.Tersteegen am 12.11.07 16:25:02

...genau, lieber Holgus, wir haben uns wirklich große Sorgen gemacht..

..das mal nur so am Rande !!!!!

.....kompensieren .......mmmmmhhhh.......muss mal überlegen......zur Zeit keine Idee......kommt bestimmt noch.....

[Holgus]

Antwort auf Beitrag Nr.: 32.394.954 von Birgit.Tersteegen am 12.11.07 16:25:02

"Wir müssen uns mal überlegen,wie er die Sorgen kompensieren kann die er uns gemacht hat "


Wie jetzt, wem hab ich Sorgen gemacht ? Häääh ??? Iiiiiich ????

Kann nich sein *kopfschüttel*

[bernie55]

Antwort auf Beitrag Nr.: 32.394.731 von Poppholz am 12.11.07 16:11:22

bis Januar ist noch viel Zeit.


...da kann noch viel passieren...

- Tysabri Zula für MC
- Ankündigung der Phase III bei ALZ
- Übernahmegeplänkel BIOGEN / ELAN

[bernie55]

Antwort auf Beitrag Nr.: 32.395.088 von Holgus am 12.11.07 16:32:42

Wie jetzt, wem hab ich Sorgen gemacht ? Häääh ??? Iiiiiich ????

Kann nich sein


...doch, wir haben immer nach Dir Ausschau gehalten...


...ja wo issa denn ???

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.395.185 von bernie55 am 12.11.07 16:38:42

Soll ich jetzt mal wieder was Gemeines schreiben....so über das Thema Männer und Beziehungsfähigkeit????????????????????????????

Warum drücken sie eigentlich den Kurs so????

[Birgit.Tersteegen]

Bin auch mal in PDL A0H1J1 eingestiegen----Hexchens Tipp- mit Optionsschein DE000DB433M3 -Laufzeit 1 Jahr-----fällt allerdings gerade.....Stellen eine Technologische Plattform für die Produktion von u.a.Tysabri her------Poppi,Du bist auch dabei--oder?

[bernie55]

Afterhours bei BIOGEN :

17:49 $ 70.6291 100
17:41 $ 70 400
17:03 $ 70.576 1,777
16:43 $ 72.1094 102,000
16:19 $ 70.562 273,868
16:18 $ 69.88 722
16:12 $ 70.6291 10,310
16:11 $ 70.6091 162,000
16:10 $ 70.5966 10,310
16:10 $ 70.5966 5,200


...also, da wird gekauft...

[bernie55]

Antwort auf Beitrag Nr.: 32.402.850 von bernie55 am 13.11.07 09:52:57

...aber auch verkauft...

[bernie55]

Antwort auf Beitrag Nr.: 32.402.899 von bernie55 am 13.11.07 09:56:16

Ich hoffe, dass das ganze Übernahmegeplänkel von BIIB bald vorbei ist und die Optionen auf TYSABRI für ELAN geklärt sind...

[Nostarowie]

Antwort auf Beitrag Nr.: 32.395.088 von Holgus am 12.11.07 16:32:42

Gruß, alter Schwede.

[Holgus]

Antwort auf Beitrag Nr.: 32.403.094 von Nostarowie am 13.11.07 10:07:48

Nosta mein Russenmädel, über den Schweden "schnacken" wir nochmal !!!

[bernie55]

Antwort auf Beitrag Nr.: 32.404.818 von Holgus am 13.11.07 11:50:39

....über den Schweden "schnacken" wir nochmal !!!


..was habe ich da angerichtet mit dem " alten Schweden "...

...einigen wir uns also auf " junger Däne "....


Grüße bernie55

[Birgit.Tersteegen]

SCHEDEN oder Dänen hin oder her------------------unser Schätzchen soll nach NORDEN laufen...................:O:O:O:O:O:O

[Holgus]

Antwort auf Beitrag Nr.: 32.405.753 von Birgit.Tersteegen am 13.11.07 12:38:20

"----unser Schätzchen soll nach NORDEN laufen......"

Dann bitte gleich nach Norwegen ... nördlicher gehts kaum noch.


Und Bernie ... "junger Däne" ... das geht gar nich.
Haste mal gelauscht, wie diese Smörebrödfresser sprechen ???

Ne ne ... will ich nich

[bernie55]

Credit Suisse Healthcare Conference in Phoenix 13-15Nov2007 (expanding list from ELN partners WYE, BIIB, LLY to include potential BIIB T/A players PFE, JNJ, DNA)
Given first round bids potentially out for BIIB next week, the hallways may be buzzing at this event.


I will be attending the Credit Suisse event in Phoenix 13-15Nov2007 with presentations schedules as follows for relevant partners and BIIB-related players:

13Nov2007

Wyeth 9:00AM
J&J 11:30AM
Genetech 12:00PM
Biogen 4:00PM

14Nov2007

Eli Lilly 2:30PM

15Nov2007

Pfizer 9:00AM

http://www.investorvillage.com/smbd.asp?mb=160&mn=169433&pt=…

[bernie55]

Crohn's Disease Drug Market Will More Than Double to $4 Billion by 2016, with Near-Term Growth Driven by Remicade and Humira

Press Release Source: Decision Resources

Tuesday November 13, 8:00 am ET
Market Growth Will be Driven by Launches of Several Therapies From 2011 to 2016, According to a New Report from Decision Resources


WALTHAM, Mass., Nov. 13 /PRNewswire/ -- Decision Resources, one of the world's leading research and advisory firms for pharmaceutical and healthcare issues, finds that the Crohn's disease drug market will more than double, from $1.5 billion in 2006 to $4 billion in 2016, in the United States, France, Germany, Italy, Spain, the United Kingdom and Japan.

The new Pharmacor report entitled Crohn's Disease finds that market growth through 2011 will be driven by the continued use of Centocor/Schering- Plough/Mitsubishi Tanabe's biologic agent Remicade, as well as by robust uptake of Abbott/Eisai's TNF-alpha inhibitor Humira. From 2011 through 2016, growth will be sustained by Humira and the launches of UCB/Nektar's Cimzia, Centocor/Janssen-Cilag's ustekinumab, Abbott's ABT-874, and Bristol-Myers Squibb's Orencia.

The report also finds that, although prescriptions for TNF-alphas will increase, oral aminosalicylates will remain the most widely prescribed agents across all major markets, owing to their advantageous safety profile. However, the 5-ASA class of aminosalicylates will see a steady decline in patient share as physicians begin to move away from these agents and use more aggressive biologics and conventional immunosuppressant therapies.

"The development of effective therapies for Crohn's disease has been hindered by a poor understanding of the etiology of the disease," said Kathryn Benton, analyst at Decision Resources. "A significant unmet need continues to exist for novel agents that can be applied early in the treatment of the disease to prevent surgery and hospitalization and to maintain remission."

About Crohn's Disease

Over the past decade, Remicade has significantly expanded the Crohn's disease market. Additionally, robust expansion of this market through 2016 will be driven by the rapid uptake of Humira and novel biologics currently in late-stage clinical development, as well as by more aggressive medical practices. Despite high unmet need and significant market growth expected over the next decade, barriers to entry remain high, as evidenced by recent failures and regulatory setbacks experienced by several drugs.

About Decision Resources

Decision Resources (www.decisionresources.com) is a world leader in market research publications, advisory services, and consulting designed to help clients shape strategy, allocate resources, and master their chosen markets.

All company, brand, or product names contained in this document may be trademarks or registered trademarks of their respective holders.


For more information, contact:
Elizabeth Marshall
Decision Resources, Inc.
781-296-2563
[e-mail]

http://www.investorvillage.com/smbd.asp?mb=160&mn=169443&pt=…

[surga]

Biogen auction running out of steam, some bidders walking away before first round - sources


http://www.ft.com/cms/s/2/f8ea3392-9128-11dc-9590-0000779fd2…

European pharmaceutical interest in Biogen Idec could be waning as Roche and Sanofi Aventis are thought to have walked away from the auction process, people familiar with the situation told dealReporter. Spokespeople for Swiss-based Roche and France-based Sanofi declined to comment for this story.

One of the people said it was his understanding that there is not a lot of appetite for Biogen from European groups. ”European players are not that enthusiastic to jump on the train,” he said.

He added that he was confidant Sanofi and Roche would no longer be interested as bids for the first round are due. The difficulty in appraising Biogen’s assets and coming to an agreement with Elan and Genentech over their partnerships with Tysabri and Rituxan, respectively, were some of the reasons cited as why Europeans are walking away.

The second person familiar with the situation noted that with Biogen’s stock trading in the mid USD 70s, the market clearing price for a deal would be USD 80 to USD 85 per share. This is considered very expensive among European buyers, as the first person explained that such a total transaction value at USD 23bn is ”very difficult to argue, defend and justify”.

Both people agreed that buyers need to believe in all three of Biogen’s marketed drugs: Tysabri, Avonex, and Rituxan, as well its pipeline of drugs in development.

”You really have to believe in them, and each have their own issues. If any buyer after doing some due diligence doesn’t really truly believe in all the upside in these products, they are not going to get any of these prices,” the person said.

Avonex has peaked in growth, said a market investor, and faces patent expiry in 2011. The growth is in the multiple sclerosis drug, Tysabri, but a big question mark still lingers on its future success. Tysabri was taken off the market in 2005 after three patients in clinical trials developed PML (progressive multifocal leukoencephalopathy), a rare, but fatal brain infection. Two of the three cases resulted in death.

The investor also added that Biogen has been spending USD 800m plus in research and development and the plan is to spend USD 5bn over the next five years. He said clearly Biogen sees some value and excitement over some of the drugs in various clinical trial phases.

The investor said that buyers will be evaluating three independent factors in making their decisions: one is the growth of Tysabri; second is the synergies a buyer will have with Biogen and third will be the view on the pipeline.

At least two to three US parties are also thought to have dropped out of the process, and a third person familiar with the situation said that interest is waning across the board, both in Europe and the US. He commented that companies are not interested at the current price given the complexity of the deal. He said there is talk now of a potential busted auction.

A banking source said that USD 75 is considered expensive even now for the asset. But the two people familiar and a fourth person said that Pfizer and Johnson & Johnson continue to be interested as part of their separate strategies to look for acquisitions.

As this news service previously indicated, Pfizer was believed to have prompted the whole sale process, which was announced on 12 October following Carl Icahn’s USD 23bn proposal. Although market sources have put Pfizer’s initial bid between USD 50 to USD 65, the second person familiar speculated that the US buyer was not even comfortable with that valuation range. A Pfizer spokesperson declined to comment for this story.

The second person familiar said he would be somewhat surprised if Pfizer paid a ”gigantic price” now. He said he believed Johnson & Johnson would look but was not sure if they would make it all the way to the final round.

In any event, the second person said that Biogen is aiming to get a deal signed by year-end. A second industry investor concurred that management’s goal would be to conclude a deal by end of December.

[Birgit.Tersteegen]

Msg: 169655 of 169656 11/14/2007 12:52:28 AM
Author: FaceReality




The Long Wait is Almost Over!
It has been a mighty long time since my last post. I am still a very LONG long and still in for the AAB finish line.
A few comments, observations and a prediction or two and then I will slip away in the night again:

* This stock is a very strong buy at $22.xx -- I am shocked we are still this low!!!
* I think BIIB will be sold by the end of the year at ~$75 -- Elan will have a new partner and more cash and move above $25 -- Elan will also unwind it's obligation to sell their half of Tysabri if/when ELN is acquired --if they do not extract that concession and more when BiiB goes, then the Board and Lehman are both asleep in the shareholder wheelhouse
* The Phase 3 Bap trial for ALZ will start before mid Dec.in bith EU and USA
* Tysabri will be approved for Crohn's by FDA before the end of the year 2007 and in early 2008 in EU
* Leerink and Goldman will be low on their estimate by the end of 2008
* Tysabri sales will really start to ramp up in the next 6 months -- the curve will bend; 100,000 is a layup; just look at the markets and the efficacy and the quality of life stories everywhere and more countries coming on full speed -- Team curly almost lkilled this brand, but he was caught in the act -- game over/Elan wins/patients win/Longs win too.
* Phase 2 AAB data will come out midyear 2008 and set up for a sub E filing early; ABB works as the first disease mod drug in AD
* Elan will be acquired by the end of 2008; big money and low valuations will force the Board to deal -- my bet is still on Wyeth in a freindly stock deal at fair value to best serve the huge global market seemlessly
* PML is still a risk , but any report will be a buying opportunity, so if concerned keep some dry powder for one more year -- with all the patients on the drug globally, it will never be pulled from the market with a few cases
* We all set here not understanding how ELN price can still be $22 per share -- one word -- credibility; we have none and there is no real demand for the stock even at these levels with all the support and good news; it will take an external force as management gave their very best show recently and nothing happened. Even with Biib, Ichan, GS, Leerink, FDA, Wyeth, good presentations the market still just turns its back on Elan.
* BIIB is now higher than BM, while Elan is still $4 down in spite of 100,000 patient reports and the high valuation put on Ty in the deal process. Elan's price sucks and we are still in the 'show me' mode.

I will check back in in a few months and see how wrong I am. I still read the IV ELN Board, but keep the keys silent, so just consider yourself lucky. And did I say that $22 still sucks! ELN is a good buy here and I think it will head higer next week with some other Bio/Pharma stocks and finish the year at $25.xx.
Good luck to all LONGs! You have earned ever penny here the hard way, but the big jumps up are still around the corner. Have the patience to hold on and keep buying on the dips if you can. I sincerly think we have a winner in ABB and we will be rewards, but only with facts on the table this time. Elan still gets no slack from Wall Street. 2008 is finally going to be OUR YEAR! Enjoy the Holidays!

FaceReality

[[KERN]Codex]

Falls sich jemand für meine Trades interessiert, ich würde mich freuen wenn ihr mal in meinen Thread schaut

http://www.wallstreet-online.de/dyn/community/thread.html?th…

[Nostarowie]

Antwort auf Beitrag Nr.: 32.404.818 von Holgus am 13.11.07 11:50:39

Ich wußte von anfang an das zwischen uns beiden nur der Blumige Hauch von Liebe steht.

[Holgus]

Antwort auf Beitrag Nr.: 32.418.879 von Nostarowie am 14.11.07 09:10:17

Ach Schatz, jetzt werden mir hier die Augen feucht ... is das schööön

[Nostarowie]

Was machen die Optionen ?

[Holgus]

Antwort auf Beitrag Nr.: 32.419.084 von Nostarowie am 14.11.07 09:25:38

Optionen stehen beschissen ... und werden von Tag zu Tag weniger wert.
Wenn sich da bis zum 18. Januar nichts großes am Kurs tut, dann endets wohl mit `nem Totalverlust.

So is das ... würg

[bernie55]

Antwort auf Beitrag Nr.: 32.419.866 von Holgus am 14.11.07 10:18:05

Wo muss denn der Kurs stehen, damit du wieder im Plus stehst ????

[bernie55]

...hier wieder mal ein paar Zeilen über das Übernehmegeplänkel..

Mostly a rehash of the FT article which was crap in my opinion. The fact that Sanofi and.Roche walked away is not surprising since Biogen was not a logical fit for either. It made sense for them to enter the auction, look at the deal book, and then gracefully leave. I assume that the anonymous source predicting a "busted auction" was from one of these two companies. The following claim is ludicrous: "Although market sources have put Pfizer’s initial bid between USD 50 to USD 65, the second person familiar speculated that the US buyer was not even comfortable with that valuation range." Since mid-September, Biogen stock has been trading above $65, and I find it hard to believe that the CEO of Pfizer would waste anyones's time with a bid below the current stock price. In any case, we shall see.......

http://www.investorvillage.com/smbd.asp?mb=160&mn=169658&pt=…


Boston Globe article on BIogen

Biogen Idec Inc., the state's largest biotechnology company, is attempting to sell itself to a major pharmaceuticals company before the end of the year, according to analysts and other industry observers.

But Biogen Idec shares have fallen sharply over the last month on concern the Cambridge company won't fetch much of a premium - if it sells at all.

"The speculation is rampant," said Jennifer Chao, a biotechnology analyst at Deutsche Bank. "The day-to-day noise is extreme."

Yesterday, Biogen Idec's stock dropped as low as $69.04, the lowest it has traded since Oct. 12, when the company disclosed plans to consider outside bids. Biogen Idec shares closed at $70.83, up 95 cents, but still well below a high of $84.75 on Oct. 15, when investors were giddy about a possible sale.

Since then, some stock watchers have cautioned that Biogen Idec may not be able to find a buyer, because drug makers could find the company's stock too pricey, especially since some potential bidders sell drugs that compete with Biogen Idec's. In addition, some say Biogen Idec's relationships with Genentech and Elan Corp. could complicate a deal. Both companies have the option to purchase Biogen Idec's rights to key drugs in the event of a sale.

DealReporter, a news service that tracks mergers, reported yesterday that several potential bidders, including Roche and Sanofi Aventis, have dropped out of the bidding process. The media service quoted one anonymous observer as saying "there is talk now of a potential busted auction."

Chao is more optimistic about a potential sale. She said the company could fetch up to $30 billion, nearly one-third more than its current market value, if buyers are bullish on the future of Biogen Idec's multiple sclerosis drug Tysabri. Biogen Idec recently predicted 100,000 patients will be taking Tysabri by 2010, up from 17,000 today. But some stock watchers are nervous about Tysabri, because Biogen Idec temporarily yanked the drug off the market two years ago after it was linked to a rare brain disease. Biogen Idec says it hasn't seen the problem reoccur since it re-released the drug last year with additional guidance for doctors.

"It all depends on how comfortable [potential buyers] are with Tysabri," said William Tanner, an analyst with Leerink Swann & Co., who has an "outperform" rating on the stock. "If you don't believe it's going to be a big drug, then Biogen looks expensive."

Last month, Biogen Idec said it hired Goldman Sachs & Co. and Merrill Lynch & Co. to advise it on a potential sale, after receiving several expressions of interest, including one from billionaire investor Carl Icahn.

According to several industry observers, Biogen Idec asked companies to submit their initial, informal bids either by last week or this week. Depending on how many companies submit bids, Biogen Idec could enter formal negotiations with some or all of them.

So far, a number of major drug companies have been mentioned as potential bidders, including Pfizer Inc., GlaxoSmithKline, Novartis AG, Merck & Co., Johnson & Johnson, and Bristol-Myers Squibb, though it's unclear which of them - if any - have actually submitted bids.

Regardless, several observers said they understood Biogen Idec hopes to wrap up the sale process by year-end. Indeed, investment bankers typically have a strong financial incentive to strike an agreement before New Year's, because they could potentially receive a double bonus - both in the year the deal is announced and the following year, when the sale is ultimately consummated. A quick sale could also help ease concern for employees, who have been wondering about the future of the company. Biogen chief executive James Mullen recently called the process "unsettling" for workers.

"I think their idea is to enter a finished agreement as soon as possible, though there is a certain amount of due diligence that needs to be done first," Chao said.

But in a conference call with analysts on Oct. 23, Mullen cautioned the process could take months. And he reminded investors that Biogen Idec might ultimately decide to remain a stand-alone company.

Todd Wallack can be reached at [e-mail].


http://www.boston.com/business/globe/articles/2007/11/14/bio…

[Birgit.Tersteegen]

Ach,unser Thread ist ja so bewegend......selbst die Jungs schaffen es sich näher zu kommen....

[Holgus]

Antwort auf Beitrag Nr.: 32.420.596 von bernie55 am 14.11.07 11:10:59

Da ich hauptsächlich 35er und 40er Optionen habe, muß halt der Kurs am 18. Januar einiges da drüber stehen ... sonst ist Essig.


Und Birgit ... Du weißt doch, wahre Liebe gibt es eh nur unter Männern.
Wo hab ich nur meine Vaseline ?!?

[Nostarowie]

Antwort auf Beitrag Nr.: 32.421.906 von Holgus am 14.11.07 12:43:48

Dann verkauf doch 50% mit Verlust und investier den frei gewordenen Rest in was anderes...
Silber zB (mit tiefem KO wenns ein Zertie ist) oder Lenovo zB.
oder oder oder....

[bernie55]

Closing in on final Institutional ownership @9/30
Final due by tomorrow

Might be some previously reported changes


Notable add-ons
BB Biotech Aggressive added 111K to 5,035M
Aviva PLC added 787K to 4,051M
Peter Cannell &CO. added 689K to 2,478M
Bank of America added 740K to 1,962M
Goldman Sachs added 234K to 1,768M

notable sell out
InvescoPLC/London 546K to zero


http://www.investorvillage.com/smbd.asp?mb=160&mn=169660&pt=…

[Holgus]

Antwort auf Beitrag Nr.: 32.422.174 von Nostarowie am 14.11.07 13:01:50

Nosta, da ist nix mit verkaufen. Die Dinger sind aufgrund der geringen Restlaufzeit im Moment nur noch ein paar Cent wert und wenn ich die jetzt verticken würde, könnt ich mir davon grad mal `ne Bratwurst kaufen ... ohne Senf versteht sich ... den müßte ich dazufinanzieren.

Heißt also abwarten und auf die letzten 2 Monate hoffen ... sonst sind eben mal 26.000 Dollar zersägt

[bernie55]

Antwort auf Beitrag Nr.: 32.422.965 von Holgus am 14.11.07 13:55:02

Die Dinger sind aufgrund der geringen Restlaufzeit im Moment nur noch ein paar Cent wert

...wie gut, dass ich keine Ahnung von Optionsscheinen habe und mein Geld nicht in solche " Dinger " setze....

[bernie55]

Antwort auf Beitrag Nr.: 32.421.906 von Holgus am 14.11.07 12:43:48

..wenn ich dich richtig verstehe, Holgus, muss ELAN ( aktuell 22,50 USD) bis zum 18.01.2008 quasi um 55,55 % zulegen, damit du keine Verluste hast.....

...zwei EVENTS kommen noch vor dem 18.01.08:

- ZULA Tysabri für MC
- Ankündigung von Phase III ( AAB-001)

..da müssten meiner Meinung nach doch 20 % - 30% drin sein.....

...und dann kommt vielleicht noch ein mögliches Übernahmeangebot für BIOGEN , oder sogar vielleicht für ELAN ??!!


...dann wären die 35 USD zuschaffen...

[bernie55]

Antwort auf Beitrag Nr.: 32.423.288 von bernie55 am 14.11.07 14:11:53

STockcom100 sieht es genauso.....dann wollen wir mal hoffen, Holger...

[Nostarowie]

Antwort auf Beitrag Nr.: 32.422.965 von Holgus am 14.11.07 13:55:02

Heilige Scheisse...
Na es sind wenigstens "nur" ~17800€.

Was machst für zeug, da wirds nie was mit Heirat, bedeutet ja null Mitgift.

Im ernst jetzt, ich wünch Dir mal ganz fest das der Kurs nun aus dem Pantoffel kommt.

Wir sind an der 22 und das is eine Unterstützung, es könnt wieder weiter nach oben laufen...hängt aber wohl auch mit am Gesamtmarkt.



Allerdings ist die nächste Barriere schon bei ~$30 & 40...
da muss der Müll durch mit Schwung am besten...

[Nostarowie]

Antwort auf Beitrag Nr.: 32.423.456 von bernie55 am 14.11.07 14:21:23

Bernie, die betreiber der Seite stockcom müsste mann nach sibirien verfrachten...deren Chartansagen gehen generell von links unten nach rechts oben.
Wer danach knappe scheine kauft ist dann auch beizeiten Scheintot.

[Holgus]

Ach Jungs, dat tut richtig gut.

Aber im ernst, wenn da tatsächlich ein potentieller Biogen-Käufer auch gleich noch Elan mit kassieren will, weil er dann den gesamten Tysabri-Kuchen für sich hat, dann ist das Rennen nach oben in der Tat total offen.

Jedenfalls sollen die in die Socken kommen !!!!

[Holgus]

Antwort auf Beitrag Nr.: 32.424.164 von Holgus am 14.11.07 15:03:28

Pe.Ess.: Ich zahl dann auch das Bier auf unserer Partie

[Poppholz]

vermerkt.

[Cyberhexe]

Antwort auf Beitrag Nr.: 32.424.164 von Holgus am 14.11.07 15:03:28

ich hoffe, dass Elabn selbständig bleiben kann, weil dann die Bewertung mit etwas Geduld sicherlich höher werden könnte als bei einem Verkauf.
Als Maximierung des Börsenwertes könnte ich mir lediglich eine Ausgliederung des EDT-Geschäftes vorstellen, da dessen Potential mE bisher nicht gewürdigt wird - als eigenständige Gesellschaft, profitabel dazu, könnte der Wert dieses Geschäftsbereichs sehr wahrscheinlich maximiert werden.

[bernie55]

Antwort auf Beitrag Nr.: 32.423.288 von bernie55 am 14.11.07 14:11:53

Transition reported quarterly results/elan mention
"ELND-005/AZD-103 - Alzheimer's Disease:


On October 26, 2007, the Company Received the Remaining US$7,500,000 Upfront Payment from Elan. The receipt of US$7,500,000 represents the second half of the US$15 million upfront payment under the Company's global collaboration agreement with a subsidiary of Elan Corporation, plc ("Elan");

Clinical Data Results: On August 30, 2007, the Company Announced Completion of Multiple Phase I Clinical Studies with Alzheimer's Disease Drug Candidate ELND-005/AZD-103. ELND-005/AZD-103 was safe and well-tolerated at all doses and dosing regimens examined. There were no severe or serious adverse events observed. ELND-005/AZD-103 was also shown to be orally bio-available, cross the blood-brain barrier and achieve levels in the human brain and CSF that were shown to be effective in animal models for Alzheimer's disease...
Pipeline Review

ELND-005/AZD-103 for Alzheimer's Disease

Transition's lead Alzheimer's disease compound ELND-005/AZD-103 is a disease modifying agent with the potential to both prevent and reduce disease progression, and improve symptoms such as cognitive function.

In September 2006, Transition announced a global collaboration with Elan to develop and commercialize ELND-005/AZD-103. In April 2007, Transition announced that the FDA granted Fast Track designation to the investigational drug candidate ELND-005/AZD-103.

On August 30, 2007, the Company announced the completion of Phase I clinical studies with ELND-005/AZD-103. Transition and its development partner Elan have performed multiple Phase I studies evaluating the safety, tolerability and pharmacokinetic profile of ELND-005/AZD-103 in healthy volunteers. Approximately 110 subjects have been exposed to ELND-005/AZD-103 in multiple Phase I studies, including single and multiple ascending dosing; pharmacokinetic evaluation of levels in the brain; and CSF and plasma studies. ELND-005/AZD-103 was safe and well-tolerated at all doses and dosing regimens examined. There were no severe or serious adverse events observed. ELND-005/AZD-103 was also shown to be orally bio-available, cross the blood-brain barrier and achieve levels in the human brain and CSF that were shown to be effective in animal models for Alzheimer's disease.

Transition and Elan anticipate starting a Phase II clinical trial by the end of calendar 2007 or early 2008."

http://www.transitiontherapeutics.com/news/article.php


@Holger
Vielleicht wird dieses Event ja auch noch vor dem 18.01.08 verkündet....dann könnten wieder ein paar Prozentpunkte mehr drin sein...

[Birgit.Tersteegen]

...Himmel-wir waren heute ja schon wieder bei 23,50....leider nur am Emde nicht mehr...

Gute Nacht Ihr Lieben

[bernie55]

Antwort auf Beitrag Nr.: 32.424.164 von Holgus am 14.11.07 15:03:28

ZUR INFO bzgl. des Übernahmegeplänkels von BIIB




Citi says Biogen acquisition still likely, but bidders list may be getting shorter

Conclusion(s) - Even though investors have recently been showing skepticism about a Biogen Idec acquisition, we believe interest from a few main contenders is still strong. We recommend a derivatives strategy to monetize on the possibility of an announcement within the next two months.
Derivatives Strategy - Relative to the option market, given the combination of our more bullish view on a take over within the next two months (70% vs. 50%) and our view of greater associated resulting stock moves ($13.30 vs. $9), we recommend that investors buy January 2008 calls, preferably either the $75 or $80 strike. For investors who share our view on the magnitude of the price moves but agree with the option market's equally-weighted deal probabilities can buy the January $70 straddle to capitalize on presumed high near-term volatility.
Pfizer Still #1 - We continue to believe that Pfizer is the #1 contender due to its desire for biologics manufacturing capacity, its patent exclusivity expirations over the next 12-18 months, and its interest in obtaining a roughly 80/20 revenue split between small and large molecules.
Contenders Dropping Out - Our checks indicate that some contenders, such as Roche and JNJ may not be interested. While this could cause investor concern, these companies were likely not interested from the beginning and may have participated in the bidding process just to get a look under the hood of a biotech company.
Pharma Valuation Sensitive - Our checks suggests that large pharma companies are also now more sensitive to valuations, in light of the AstraZeneca/MedImmune deal. This may further eliminate a few contenders.
European Dark Horse? - We also believe a European pharmaceutical may still post or have posted a serious bid, given the favorable exchange rates and the similar top-line pressure some share with Pfizer.

Adjusting Acquisition Probability - We are adjusting the probability of an acquisition from 80% to 70% due to a shorter bidders list. Consequently, we are also reducing our target price accordingly from $87 to $85 to reflect the smaller probability-adjusted acquisition premium.

http://www.investorvillage.com/smbd.asp?mb=160&mn=170048&pt=…

[Birgit.Tersteegen]

.....bin ich froh,dass mein (aktives)Depot mit ca.80% aus Elan besteht....--die 23$ haben wir wieder;gerade jetzt 23,11...

[surga]

Antwort auf Beitrag Nr.: 32.439.794 von Birgit.Tersteegen am 15.11.07 16:19:21

dito



Charts ELAN - BIIB

[Birgit.Tersteegen]

FEIN!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!23,26

[bernie55]

Antwort auf Beitrag Nr.: 32.439.794 von Birgit.Tersteegen am 15.11.07 16:19:21

bin ich froh,dass mein (aktives)Depot mit ca.80% aus Elan besteht..

...also, dann biste so ne kleine 80%ige, ne.......

[bernie55]

Antwort auf Beitrag Nr.: 32.440.473 von Birgit.Tersteegen am 15.11.07 16:56:51

..es geht up...

....mögen deine 80% gedeihen....

> 23,39 USD <

[bernie55]

Antwort auf Beitrag Nr.: 32.432.881 von bernie55 am 15.11.07 08:49:13

..hier mal ein paar Gedanken aus dem IV Board zum Thema > Übernahmegeplänkel<

....I really love the idea of an ELN/WYE/DNA split of the assets.

...LLY and WYE interested....get real what a bogus plant.

....such as Roche and JNJ may not be interested....

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.441.470 von bernie55 am 15.11.07 17:52:16

thanks-dito!

[[KERN]Codex]

Ich hoffe ihr besucht alle mal meinen Trading Thread

[bernie55]

@ ELAN

.....heute bitte mal einen Schlusskurs über 24 USD , Baby.....

[bernie55]

New MS drug "a dream"

Nov 16, 2007 8:32 AM

A Christchurch neurologist is describing a new drug being trialled on multiple sclerosis sufferers as a dream.

Doctor Deborah Mason, a consultant at Christchurch Hospital, is running one of a number of safety trials around the world for the drug Tysabri - a monoclonal antibody for the treatment of MS.

She has four patients on the trial and says they have all tolerated it very well.

Mason says there is mounting evidence Tysabri has the potential to keep patients in the early stages of the disease from progressing.

Her patients have all so far remained at the mild end of the disease spectrum.

Multiple sclerosis us a chronic, unpredictable disease of the central nervous system for which there is no known cure.

http://tvnz.co.nz/view/page/536641/1449644

[bernie55]

Abschlusskurs 22.60 USD


After Hours
Last: $ 23.65

After Hours
Share Volume
16:18 $ 23.65 700
16:16 $ 23.65 800
16:04 $ 23.65 1,000
16:03 $ 23.487 1700
16:02 $ 23.59 200
16:01 $ 23.63 20,000
16:01 $ 23.60 1,500
16:00 $ 23.62 200
16:00 $ 23.62 20,000

[bernie55]

Antwort auf Beitrag Nr.: 32.445.522 von bernie55 am 15.11.07 22:34:29

23,65 USD = 16,18 € .

1 EUR = 1,46180 USD (15.11. 22:37)

[bernie55]

Stichwort: Übernahmegeplänkel

Biogen's Decline In Value Reflects Uncertainty Of Buyout

By Thomas Gryta, Of DOW JONES NEWSWIRES

NEW YORK -(Dow Jones)- Almost a month after Biogen Idec (BIIB) put itself on the block, little is certain other than the steady decline of its stock.

Though shares spiked after the mid-October announcement, a lack of news flow on the deal and less than stellar 3Q results have made Biogen a couple of billion dollars cheaper than it was less than four weeks ago. The stock's slow slide suggests to many that the market has doubts about if a deal will actually occur, who the buyer might be and whether it could reach the high price tags first suggested.

"I would say that 80% to 90% of investors do not think this deal will happen," J.P. Morgan analyst Geoffrey Meacham said. "It is not an easy thing to do, but I think it is doable."

Doubts about the deal, both in terms of completion and value, stem from Biogen's complex partnership deals with Elan PLC (ELN) and Genentech Inc. (DNA), as well as from safety concerns affecting its multiple sclerosis treatment Tysabri.

An indication that Wall Street remains dubious is how few arbitrage traders seem involved in the stocks trading. Another sign is the complicated trading strategies that options traders are employing in regard to a possible deal.

"I wouldn't be shocked to see this thing bounce around quite bit as people speculate," said Christopher Raymond, an analyst with Robert Baird & Co.

Biogen shares already have lost as much as 16% since hitting its all-time high of $84.75 on Oct. 15, the trading day after the company said it was approached from billionaire Carl Icahn. And while the stock has bounced off its recent low, it remains, at $75, nearly 12% below its Oct. 15 high. The stock decline has lopped more than $2.7 billion from the company's market cap.

The deal's valuation has been questioned since the Icahn offer was first revealed. Analysts project deal prices anywhere between $75 a share, or $21.6 billion, and $125 a share, or $36 billion. The wide disparity reflects the complexity of any such deal, given Biogen's partnerships, as well as the high valuations that previous biotech deals received.

Meacham maintains that $25 billion is reasonable using conservative assumptions and sees the deal coming in between $85 and $100 a share - but that assumes a deal actually occurs.

Baird's Raymond thinks a Biogen deal is unlikely because of the partnership issues and stresses that the company's flagship product, multiple sclerosis drug Avonex, is "getting a bit long in the tooth." The drug has been on the market since 1996, and Raymond worries about slowing growth and competition on the horizon.

Most note that the recent turmoil on Wall Street - in both the equities and credit markets - will not likely affect the valuation for Biogen, as potential acquirers have plenty of cash and would have little trouble raising funds. But the U.S. dollar has been hitting new all-time lows against the euro lately, which could entice already intrigued European drug makers to bid on Biogen.

The names most frequently mentioned from across the pond include Novartis AG ( NVS), Roche Holding AG (RHHBY) and Sanofi-Aventis (SNY), and the deal is getting cheaper for them everyday.

Keep Seatbelts Fastened

Shares of Biogen will remain sensitive to any news, regardless of how substantiated, and will likely inch downward if there continues to be no details.

But the deal on the table from Icahn, even though many question what he would do with the company if he actually acquired it, will likely provide a certain amount of support for the stock.

"We were sort getting lulled to sleep," said Adam Futterman, managing director of options sales and trading at WJB Capital Group, of the stock's decline in recent weeks.

But he says as it fell to around $72, investors began to realize that it was only slightly above the preannouncement levels, which shifts the risk/reward balance to the upside.

In recent days, investors have bought a lot of diagonal time spreads, said Futterman, which is an option trading strategy that involves selling a longer- dated option in order to finance the buying of a shorter-dated one. This behavior, seen in the December and January contracts, means traders are betting there is going to be a big upside to the stock in that period.

The lack of substantiated details about a possible deal have kept arbitrage traders from placing bets, according to those involved in such trading.

Proof of arb traders' passiveness was offered this week when Biogen shares hardly reacted to a report in a service monitored by arb traders that bids were due next week. When that report was repeated in a broader publication Thursday, the stock gained 5.4%.

Many expect news of even a single bid for the company to be significant, because it would affirm that a deal is possible and increase the likelihood of other companies entering the auction.

"The worst-case scenario is that we hear nothing in the next six weeks," said Meacham. "The best case is that Biogen announces that there is a bid and they are looking for counters."


http://www.nasdaq.com/aspxcontent/NewsStory.aspx?cpath=20071…

[Birgit.Tersteegen]

Leerink Swann Increases Elan Target to $41.00----------Maintains Market Outperform




Leerink Swann had Elan Target at $37 previously and just recently increased it to $41.



ELAN CORPORATION (NYSE: ELN ------ Outperform)

Valuation:

Our belief is that a fair value of ELN shares in the next 12-months is approximately $41 derived from Monte Carlo simulation with an expected EPS of $3.36 discounted at 15% ( development risk accounted for in simulation) and a PE of 35X. The 2015E EPS of $3.19 depicted in the published P&L differs from the EPS used for valuation purposes as the valuation calculation is based on an expected EPS, while $3.36 is derived from Monte Carlo simulation. Given the manner in which these simulations operate, in simulated trials, revenues may differ from those of any other separate trial. Thus, EPS estimates derived from simulation are slightly different from those calculated using average revenues.


Statement of Risk:

Risk to ELN share performance include sales of Tysabri and the extent to which PML could impact sales. Successful development of AAB-001 and other drug candidates would also impact ELN share price. Nearer term, the outcome of the U.S. and EU regulatory review of Tysabri as treatment for Crohn's disease could also affect the value of ELN stock.

[Poppholz]

eine Übernahme von Biogen durch Wyeth wäre eine schöne Sache. Somit würde die Partnerschaft zwischen Elan und Wyeth verstärkt.

Irgendwann wäre dann eine Übernahme von Elan durch Wyeth möglich, wenn der Kurs von Elan nicht in den nächsten Wochen und Monaten nach oben geht.

Dann hätte Wyeth das große Los gezogen.

[Poppholz]

Der Kurs hat sich nach langer Zeit mal wieder erholt.

Ich hoffe, dass der heutige Kursverlauf in den USA auch noch einige Tage anhalten wird.

[bernie55]

Antwort auf Beitrag Nr.: 32.445.945 von Poppholz am 15.11.07 23:24:47

Dann hätte Wyeth das große Los gezogen.


..und natürlich auch die PBB Company....

[bernie55]

Antwort auf Beitrag Nr.: 32.446.034 von bernie55 am 15.11.07 23:36:33

..die drei Nachteulen ( PBB ) sind immer noch online....

[bernie55]

FDA Seeks To Include Those Most Affected By Alzheimer's Disease In The Drug Review Process

Main Category: Alzheimer's / Dementia News
Article Date: 15 Nov 2007 - 1:00 PST


The U.S. Food and Drug Administration (FDA) has expanded its Patient Consultant and Patient Representative programs to include individuals in the early stages of Alzheimer's disease and their caregivers. The FDA made the change in response to a request by the Alzheimer's Association encouraging the agency to give people directly affected by Alzheimer's a more active role in the review and approval of new Alzheimer drugs.

"People who are living with this terrible disease have much to offer to the pharmaceutical industry, researchers and government regulators, and their voices must be heard," said Harry Johns, president and CEO of the Alzheimer's Association. "We are pleased that the FDA understands the value of involving Alzheimer families in regulatory decisions that affect them and appreciate that the agency was so responsive in expanding their patient consultant program."

Similar to the programs that already exist for those with cancer and Parkinson's disease, the Alzheimer patient consultants and representatives will participate in FDA advisory committee meetings and advise on topics such as clinical trial design and the development of guidelines for clinical research. Involving those with the disease and their primary caregivers will increase the FDA's capacity to make informed regulatory decisions that are sensitive to the needs and preferences of this population. Following rigorous training by FDA staff, all involved will have access to materials for review and the opportunity to offer input on a variety of issues.

The Alzheimer's Association's request to the FDA grew out of extensive conversations with families across the nation struggling with the disease, many of whom felt that the drug development process was not always responsive to their needs. The Association held a Research Roundtable meeting in Washington at which persons with Alzheimer's, family caregivers, researchers, FDA regulators and Alzheimer's Association leaders discussed the risk and benefit trade-offs involved in drug development.

Following the meeting, the Association published articles on the issue in its scientific journal and subsequently forwarded the recommendation on the patient consultancy program to the FDA. This was followed by meetings with FDA leadership to move the issue forward.

"The FDA has been quite open to working with the Alzheimer's Association on ways to increase the attention and priority of Alzheimer issues within the agency," said Stephen McConnell, vice president of Advocacy and Public Policy for the Alzheimer's Association. "The Alzheimer's Association's goal is to ensure treatments that are safe and effective can get through the regulatory review process as quickly and efficiently as possible, while also being responsive to the special perspective of those who will benefit from them. The FDA has been a willing partner with the Association in this effort."

About the Alzheimer's Association

The Alzheimer's Association is the leading voluntary health organization in Alzheimer care, support and research. Our mission is to eliminate Alzheimer's disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health. Our vision is a world without Alzheimer's.



http://www.medicalnewstoday.com/articles/88756.php

[Poppholz]

Antwort auf Beitrag Nr.: 32.446.075 von bernie55 am 15.11.07 23:40:25

ist halt immer so spannend mit unseren Aktien.



(schlafen kann ich auch noch, wenn der Kurs endlich über €25,- steht)

[Poppholz]

Antwort auf Beitrag Nr.: 32.446.034 von bernie55 am 15.11.07 23:36:33

Elan ist weiterhin mein größtes Invest.

Müßte sogar über 80% ausmachen.

(bin halt ein sicherheitsbewußter Anleger, so wie die weiteren Mitglieder der PBB COMPANY)

[bernie55]

Antwort auf Beitrag Nr.: 32.446.134 von Poppholz am 15.11.07 23:48:14

(schlafen kann ich auch noch, wenn der Kurs endlich über €25,- steht)



.....und wenn über 40€, dann Winterschlaf auf den Bahamas oder Seychellen...

[Poppholz]

Antwort auf Beitrag Nr.: 32.446.162 von bernie55 am 15.11.07 23:51:52

da werden wir schon ein schönes Plätzchen finden.

[bernie55]

Antwort auf Beitrag Nr.: 32.446.156 von Poppholz am 15.11.07 23:51:20

Müßte sogar über 80% ausmachen

PBB-80-Company

[bernie55]

Antwort auf Beitrag Nr.: 32.446.175 von Poppholz am 15.11.07 23:53:38

..genau, und Biggie checkt die Sache schon einmal im Januar ab...

[bernie55]

Antwort auf Beitrag Nr.: 32.446.189 von bernie55 am 15.11.07 23:55:42

..mit Merlot, versteht sich..

[bernie55]

...bis morgen...

bernie55

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.446.192 von bernie55 am 15.11.07 23:56:17

Klaro......................

[Birgit.Tersteegen]

http://www.panorama-guesthouse.com/---Internetcafe in 7 Minuten Fussweg

[Poppholz]

Antwort auf Beitrag Nr.: 32.446.247 von Birgit.Tersteegen am 16.11.07 00:07:18

damit wir Mittags schon wissen, wie viel wir Abends "verfeiern" dürfen.

[Birgit.Tersteegen]

Antwort auf Beitrag Nr.: 32.447.228 von Poppholz am 16.11.07 09:01:53

[bernie55]

Antwort auf Beitrag Nr.: 32.447.260 von Birgit.Tersteegen am 16.11.07 09:04:58

[bernie55]

..hier nun der " erste " Seychellenkurs von ELAN in D.



903801

Geld
16,03
Brief
16,24
Zeit
16.11. 09:08


871331

Geld
16,04
Brief
16,25
Zeit
16.11. 09:08

[Poppholz]

Antwort auf Beitrag Nr.: 32.447.342 von bernie55 am 16.11.07 09:12:09

vielleicht läßt der EURO ja auch noch etwas nach. Der hat uns in der Vergangenheit ja auch den "theoretischen" Gewinn genommen.

[Poppholz]

London und Irland stehen "echt" über €16,-.

In Frankfurt gab es noch keinen Handel.

(kein Wunder, bei den Kursen verkauft doch keiner)

[Holgus]

Moin Leute, können wir das bitte mal die nächsten 10-15 Tage haben, jeden Tag 4% ? Dann wär ich ratzfatz am Ziel meiner Träume.

Ok ok, ich geb mich auch mit 1x 70% zufrieden