Replies to post #757 on Elan Corp PLC (ELN)

[io_io]

<" After reading the transcript, it is clear that kelyl martin doesn't know anything about science or drug devlopment and shouldnt be talking publicly about the pipeline. ">

Well I would be worried if they made him CMO. I neither like or dislike him, but I recall Adam F's hatchet job on him was devoid of a single quotation - because as far as I could tell, he said nothing wrong. He was NOT the first to say "absolutely spectacular" - that was the Wyeth guys - and that was in the context of moving Bapi to p3 on the basis of the p2 first look - which was not only an "IF", it actually did NOT happen upon that look. But it lived on in message boards, and I guess Adam F reads such boards.

Anyway, this MDVN failure throws open the Alz race, or perhaps closes it as a one-horse race. I am back into Elan, intending to own it without ever having to look at the imploded mood of the IV board. I suppose "never" is impossible, but its a no-brainer, they simply have too many shots on goal, or rather, canons on goal.

Plus it has 50% the valuation of VRTX, and similar to OSIP. Really the Alz program comes for free. In fact I think even the ACOR royalties come for free !

[io_io]

masterlongevity

After the magnificent recent successes of Elan spinoffs ACOR and especially that mutli-multi-bagger AMRN - http://investorshub.advfn.com/boards/board.aspx?board_id=8662 - and one further spinoff yet to come, a "player to be named later" -

- the question beckons, isnt it time for Elan itself .......

[io_io]

ML - your statement here -

http://investorshub.advfn.com/boards/read_msg.aspx?message_id=74908449

"how do you spend $50M in RnD in Q1 with absolutely ZERO drugs in clinical development?"

To begin with, you are unaware that Elan has Tysabri in a major p3 trial for SPMS? http://clinicaltrials.gov/ct2/show/NCT01416181?term=natalizumab&rank=1

And here are several more trials - http://www.elan.com/rd/clinical_trials/autoimmune_diseases.asp