Biotech Values

[mcbio]

ELN's Alzheimer's pipeline

I know Bapineuzumab, the monoclonal antibody immunotherapy, has had disappointing results to date in Alzheimer's, which has in part led to the share price collapse. But ELN also has the secretase inhibitors, one of which is in Phase III with LLY. It would appear, based on the Nature article, that the secretase inhibitor approach is still a very valid approach.

Does anyone have any thoughts on the potential for these compounds to drive the ELN share price higher, notwithstanding the Bapineuzumab and Tysabri issues?