Elan's Investor Conference Call Notes Regarding Tysabri
Date: Tuesday, February 08 @ 14:48:46 EST
Topic: Tysabri (Antegren or Natalizumab)


Elan had their conference call shortly following Biogen's. They did not say much more than Biogen with respect to Tysabri. Our notes:

  • The market uptake of Tysabri has thus far exceeded all expectations after just nine weeks on the market.

  • Approximately 3000 patients are already on Tysabri, with multiples of that number waiting to start.

  • Users are coming from all three categories: switchers from other treatments, dropouts who are not on therapy, and newly diagnosed.

  • Launch of Tysabri in the European Union for both Chron's Disease and MS in late 2005 or early 2006.

  • Tysabri AFFIRM (monotherapy) data will be available in April at the AAN meeting.

  • Elan is in discussions with BiogenIdec over whether they make an endpoint success announcement in the meantime.

  • Phase II data for Tysabri Rheumatoid Arthritis indication by mid year.

We hope you've found this information useful. It is very revealing to get multiple viewpoints on these drugs from both the medical community as well as the investors.

If you're interested in listening to the archived call, please click "read more."

Link to Archived Conference Call

Please click here





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http://www.thisisms.com

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