I ask a simple question like, if T is reintroduced as a mono therapy, does BIIB still make money under their joint venture, and all I get is dead air and bunch of neurosurgeons playing Frankenstein.
Gee thanks guys, I know you took a hit and I am in at $7.40, but in as a long has to start somewhere on its way back up, and I am just trying to figure if the BIIB mono therapy scenarion cuts them out or are they still in.
You would have gotten the same (non)response two years ago. The posters only talk to each other sort of like a mini Tixx board.But to answer your question. BIIB produces Avonex,a drug that provides profit it does not have to share with Elan. Elan discovered Tysabri 12 years ago.Elan is too small to successfully market such a drug so enter Biogen. They will produce and market it and share 1/2 profits with Elan. A lot of the posters here figure that Biogen would rather make 100% on Avonex than 50% on Tysabri if the two could not be used in combo. Elan has a high risk high reward profile. Don't go near it on margin. The company is in better shape now than 2 years ago.I'm long but don't expect a smooth ride