Biotech Values

[biotech jim]

Stelera will be the interesting one to watch in my opinion, in addition to Bapineuzumab. The other compounds should be well known to the avid readers/posters of this Board. I am particularly interested in the slides from the immuno and neuro presentations (it is the neuro and chemokine backgound of mine, areas of research over the past 25+ years - once a neuroscientist, always a neuroscientist!). If any of you either know of the link or by chance copied the slides, could you please post.

The non-linearity assumptions relate in part to the non-linear decline in cognitive function. Thus, this assumption needs to be taken into account along with the results of the ELN Ph2 trials. I always thought that there was a good chance for Bap, but sold my ELN shares after the Ph2 results. May be a good time to get back into ELN? Could run back to 15-20 pps.

bj