Thieme Associates expects Inhale to revolutionize drug delivery for large-molecule, protein based pharmaceuticals. We anticipate the company's first commercial product will be inhaled insulin targeting a projected population of almost 175 million diabetics worldwide by the year 2003. In addition, partnerships with the likes of Pfizer, Baxter, and Eli Lilly are funding the development of a rich product pipeline.
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Elan has been a great stock over the last 8 years. I believe it is in the top 50 or so stocks for total return 1990 - 1997 (IBD). It tends to split at the 50+ level but hasn't yet. The company has a very good growth rate that I believe is accelerating (last quarter was +40% income +80% revenues). It is targeting $1 billion revenue by 2001 (currently $600 million) but could likely exceed that. I have seen analysts claim that it has a terrific drug pipeline that rivals competitors 10 times larger but I am not entirely sure of this. It does have some good potential drugs in the pipeline. The company has been on an acquisition binge of late and has continued to grow the company. I think the Neurex acquisition will be great and it will probably buy Sheffield in the future and start a pulmonary drug division with it. Hope this helps. Any corrections if needed?
Thank everyone for the message history. I bought eln today at $61. But I'm afraid I bought in ignorance. Is it possible for someone to summerize the merger/stock split history. And where do we appear to be going. I know this is lazy of me to ask but I would appreciate any help.
As Elan's Chairman noted in the q2 earnings release of 7/22/98, ELAN has established a joint venture for pulmonary drug delivery with SHEFFIELD PHARMACEUTICALS (SHM;ASE,$1.50). While there may be many winners in this growing market segment, my bet is with Elan and Sheffield.
Elan's #1 pulmonary delivery system is their joint effort with Dura Pharma - Spiros [SDCOZ.NASDAQ]. The guys pushing SHM on the ELN-Yahoo board must realize that ELN's financial stake in SHM is 10 times smaller than their interest in Spiros/Dura.
Other players in the pulmonary drug delivery market include the Fisons division of Rhone-Poulenc Rorer; 3M's pharma division [Riker]; Inhale Therapeutics [who recently got the kiss of death by getting endorsed by Heiko Theime].....