Biotech Values

[blackcat]

Biowatch,

Although I have suspected that BIIB made some choices that would deliberately slow down the ramp-up of Ty, I think they have gotten past that point now. As I understand it they really fought hard to not have to give up "Combo", in spite of knowing that it caused problems.

(I had several good friends at the AC, including two who spoke, and I was also able to watch the meeting)

Actually - ÉLAN can't do much of anything as far as marketing goes in the US. BIIB holds the BLA here, and ÉLAN in the EU. All sales reps belong to BIIB and, of course, they have the mfg. I believe BIIB would like to become an "MS Franchise" - we'll see whether or not they succeed.

As you're no doubt aware, they have been the target of takeover rumors of late. Should that occur, the Change of Control" clause would come into effect allowing ÉLAN to purchase all of Ty or vice versa.

I am hoping we get some more updated info at ANN - or - surprise - maybe even BIIB will provide some at their CC. Stranger things have happened.

Regards,
Cat