Biotech / Medical | Elan Corporation, plc (ELN)


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To: Robohogs who wrote (6097)11/24/2004 2:49:18 AM
From: AJ Berger   of 10345
 
"This was the very best outcome that could have happened"

actually, the only sad part of the story is how Avonex did not seem to add to Tysabri's effectiveness. BIIB shareholders are not going to enjoy this windfall as much as ELN shareholders will, and more importantly, and as good as 66% is, I'm sure most MS sufferers were hoping that Tysabri would ADD 66% to the benefit they already felt, not replace it. At least MS sufferers with little benefit from Avonex, or adverse reactions to it, now have some solid alternative to the other 4 drugs they may not be able to use either.

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To: AJ Berger who wrote (6099)11/24/2004 2:59:30 AM
From: Robohogs   of 10345
 
You cannot compare the combo data and mono data as the combo data was for those who had already relapsed under Avonex. Now my gut tells me the whole combo effect is Antegren uh Ts . . . but you need another trial to say that and I assume no one will pay for that trial.

By the way, shouldn't you be in bed?

Jon

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To: AJ Berger who wrote (6099)11/24/2004 3:08:22 AM
From: scaram(o)uche   of 10345
 
first a mention of 100, and now comparing results from very different patient populations. sometimes it's best to be quiet and let others play.

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To: scaram(o)uche who wrote (6101)11/24/2004 3:28:54 AM
From: AJ Berger   of 10345
 
Link to follow the open in London;

londonstockexchange.com 

use the "Enter name/code" of ELA then
click on ELAN CORP on the list below.

(15 min delayed in EURO)

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To: AJ Berger who wrote (6102)11/24/2004 9:38:26 AM
From: Biomaven   of 10345
 
OT - a couple of amusing riff's on the new name over on the SEPR thread, starting here:

Message 20796065


Peter

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From: zeta196111/24/2004 11:36:03 AM
   of 10345
 
Is it me or was ELN's CC today really anemic..BIIB's was thorough, professional, engaging...I was pumped not only as an investor but listening to the data..the results matched the hype put out by the respective companies for the past year..imho..

KM left the call early..it sounded like nobody 'arrived'..

Hmm

Zeta..

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To: zeta1961 who wrote (6104)11/24/2004 3:16:00 PM
From: IRWIN JAMES FRANKEL   of 10345
 
>>BIIB's was thorough, professional, engaging...I was pumped not only as an investor but listening to the data..the results matched the hype

I only listened to BIIB.

I agree with your description.

My gleanings:

- Avonex cannibalization may not be as bad as some of us expected
- 6% of Tysabri patients will face antibodies to T
- less than 6% of patients will face long term antibodies to T
- persistent antibodies to T neutralize the theraputic benefit of T
- So far there is no readily available test for the antibodies
- BIIB is considering help for the development of a test for antibodies (I won't hold my breath)
- BIIB unified sales force
- Packet of materials to assist formularies available in 2 weeks
- no price set yet, will do so within a couple of days
- T for Crohns mentioned positively
- 2 new facilities coming to produce T

ij

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To: Biomaven who wrote (6103)11/24/2004 3:23:13 PM
From: AJ Berger   of 10345
 
Just put in to Open more Dec'04 $30 Calls at 0.60
Hope I get them when a bunch of loose hands fold.
When High Drug price is announced early next week
everyone will have to revise their number 50% up
and this stock should get a nice bump on the news.

Anyone miffed by todays CC will love next weeks.

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To: IRWIN JAMES FRANKEL who wrote (6105)11/24/2004 3:58:46 PM
From: fred hayes   of 10345
 
IJ: I just listened awhile ago, too. Here's the part I liked the most, not an exact quote but you get the idea:

Tysabri will be commercialized for multiple auto immune diseases. T "hits" fundamental intervention point in inflamatory diseases, so potential is broad. MS is just a start.

Can we try to frame the potential a little on this board? Crohn's is obvious. But how about other stuff like RA, ulcerative colitis, lupus? Would appreciate any discussion on T's chances to be useful for these and any other indications.

fred hayes

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To: fred hayes who wrote (6107)11/24/2004 4:24:57 PM
From: scaram(o)uche   of 10345
 
Iceberg used to discuss this sort of stuff, around here someplace. Maybe he can dredge pointers. I've got to focus on turkey and over hills and stuff(ing).

For years, I predicted that anti-TNF would be only modestly effective, as TNF was one of several inflammatory mediators. You couldn't be much closer to that project than I was. I also have plenty of expertise re. integrins, and I predict that anti-alpha4 will be only modestly effective for most autoimmune disorders.

;-)

J Pharmacol Exp Ther. 2004 Sep 23; [Epub ahead of print]

Selective inhibition of inflammatory gene expression in activated T lymphocytes: a mechanism of immune suppression by thiopurines.

Thomas CW, Myhre GM, Tschumper R, Sreekumar R, Jelinek D, McKean DJ, Lipsky JJ, Sandborn WJ, Egan LJ.

Mayo Clinic.

Azathioprine and 6-mercaptopurine are anti-metabolite thiopurine drugs that play important roles in the treatment of leukemia, and in the management of conditions requiring immunosuppression, such as inflammatory bowel disease. The biochemical pharmacology of these drugs suggests that inhibition of purine nucleotide formation through the 6-thioguanine nucleotide metabolites is their key molecular mechanism. However, it is unclear how these metabolites suppress immunity. We hypothesized that azathioprine produces a selective inhibitory effect on activated but not quiescent T lymphocytes. We first established a model system of T lymphocyte culture with azathioprine that produced pharmacologically relevant concentrations of 6-thioguanine nucleotides. Using genome-wide expression profiling, we identified a group of azathioprine -regulated genes in quiescent and activated T lymphocytes. Several genes involved in immunity and inflammation were selectively down-regulated by azathioprine in stimulated but not quiescent cells. Quantitative RT-PCR for 3 of these genes, tumor necrosis factor-related apoptosis-inducing ligand, tumor necrosis factor receptor superfamily member 7 and alpha4-integrin, confirmed down-regulated expression of transcript levels. Tumor necrosis factor-related apoptosis-inducing ligand protein expression was further studied and found to be inhibited by azathioprine, 6-mercaptopurine and 6-thioguanine, implying that the inhibitory effects of azathioprine on expression are mediated by 6-thioguanine nucleotides. These results therefore provide a previously unrecognized molecular mechanism for the immunosuppressive properties of thiopurine anti-metabolite drugs.

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