"but it worked better in people without a genetic marker, ApoE e4, linked to Alzheimer’s."
And from what I remember about how they set up the Phase III, it will be quite favorable to show results for people w/wo the ApoE
Which should lead to an approval for bapineuzumab in the population that it is most effective for.
I believe in bapineuzumab and had bought ELN after the results from the phase II and Tysabri had taken it down in the Summer of 08. I traded in and out of ELN, but when doing more DD I discovered ILNS. I don't know how much royalty payments will be, but I've had GREAT "luck" with a biotech in the past that had something similar. That biotech is TTNP. ILNS and TTNP are the only stocks I'm SUPER LONG in. I'm up over 6,000% in my TTNP and about even on my ILNS. I'm looking towards 2012 for ILNS to reach it's potiential. I believe in bapineuzumab and I'd say it looks like JNJ and PFE believe in it too. :)