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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: MulhollandDrive who wrote (560)8/20/1997 5:28:00 PM
From: Henry Niman   of 2173
 
bp, I wouldn't go that far. I see some major changes on the diabetes front that will affect insulin (and Pramintide?) usage among diabetics. However, the number of diabetics is huge and projected to grow markedly (based on demographics). JNJ is a big compnay that can do a nice marketing job and they have seen more data than I have. As I said, I'm much more comfortable talking about the technology. You have to plug in your own numbers and risk factors (as well as investment horizon).
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