don't know exactly when but in order to meet time frames laid out by KM in ELN CC means it must be coming very soon - and my belief is that the data is going to be very clean for ty mono and that will force the markets to re-value ELN because it should dispel fears and make ty mono a blockbuster in waiting - every day that passes makes me think the odds grow higher and higer for the next - at some point the speculation will build and these prices should be gone - then if the data is as good as I think I believe that single digits may be gone
patience is all that is needed - and once the data is out if it is as good as I think for ty mono then patience becomes even more important - because as ty mono grows into a blockbuster the wait should be very profitable for ELN
i think that the FDA once they have the data will act very quickly if the data is as good as I expect it to be - I think the oct 26/27 drug safety advisory committee or the one a few weeks later will be an appropriate forum - but for reasons I have written before I think if the ty mono data is clean it is a slam dunk in favor of tysabri
the patients should begin to get the drug shortly thereafter and I think trial patients could get the drug before that once the trials are restarted
the patience I mention has to do with the idea that ELN can bounce to 12 on the good results I expect - but that news signals to me that ty mono will be a blockbuster and that ELN can go much higher over the next 12 months as tysabri sales grow quickly
Agree, with you on ELN. Agree with you on ABRXQ. Both, are responding. Gradually, yes. But, their correcting trends, are overall steady, in a positive direction. Also believe, that sensible patience, can often lead to "om-ni--potent" (omnipotent) results.
I was just going to ask this question....if they are going to turn around a review outcome before September 21 or sooner.....and the submission of the data is "material".......
What do you think a reasonable timeframe is for the review panel make a finding.....?
submission has to be right around the corner (and is simulanteous press release)