It is interesting and puzzling how few here ave
appreciated the value of the recent ELAN/SHEFFIELD
development and it's significance to both companies. Although
a major interest of ELN in SHM was anticipated by
post #117, and post #136 clearly understands the scope
and extent of this venture, no one else has directly
addressed the possible investment opportunity in SHM's
$2.00 stock which may be the more imidiate beneficiary
of this relationship with potentialy and
proportionally greater return on investment possibility, due to
it's current price.
From what I was able to
find, it seems that this little co. with it's
outstanding management and other dealings is quickly and
methodically positionig itself to be a major player in the
Pulmonary Drug Delivery market and that Elan well
understands it and will take an active role in this
To those who may be more familiar, the question is;
what is the present investment potential in SHM at
it's current share price of $2 1/8, prior to it
stacking all it's cards and drawing serious market
recognition and interest?
Will appreciate the
All time high?...that's BS...this is most certainly not it's all time high. It's way off it's all time high. I've been in this for a few years. Before the tysabri debacle, it was in the mid 30s...dropped all the way to about 3 or 4 ( I don't follow it that close, so sorry if I'm off)...has climbed back up based on speculation that they will bring tysabri back...let's hope they do and it goes back to 30.
No, I do not know anything
about the dose to dose variability associated with oral
heparin, but Elan and its partner claim blood serum levels
achieved p.o to be in line with levels p.e. The p.o dose
required to produce blood levels in line with p.e was 4x
the last time I checked.
p.o = Per
p.e - Parenteral [usually intravenous].
You seem to have a good handle on
Elan & Rx industry in general. Oral heparin sounds
interesting; certainly if it was
developed, those selling
it would have instant recognition. But
2b-3a receptor agonists (particularly in PO form)
the hot item in research & development (including
RPR, which is developing their own, in addition to
several other big pharma companies) what, if any,
advantages would the PO heparin have over the 2b-3a's? Over
Thanks for your insights.
Elan owns an equity interest in Emisphere, and
has options to increase ownership depending on the
success of the product. The market for oral heparin is of
the order of $500 Million a year.
technology could be extended to Low Molecular Weight Heparin
[LMWH] - that is if say, RPR's Lovenox could be packaged
into a pill with good bio availability, then the
market potential is even greater.
For Elan's drug
delivery group, the biggest potential blockbuster is the
one that they are working with JNJ's Janssen division
on [I do not know what compound it is, but I wish I
did (ELN is very secretive about the Janssen
I'm am interested in obtaining information about
Elan's joint venture with Emisphere to produce an oral
heparin product for DVT. The formulation is currently in
a double-blinded PII trial which is scheduled to be
completed in September. This JV seems to have much promise
based on the results of four PI trials, and much
interest has been expressed by big pharmas seeking oral
heparin delivery for indications other than DVT.
Evidentently, everyone is waiting to see the results of this
trial, which if favorable, could be a huge event for
both elan and emisphere.
Is anyone familiar
with this issue? If so, any insight would be
appreciated. Also can anyone speak to the dose to dose
variability associated with this product. Thanks.