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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: JFitnich who wrote (1140)2/24/1998 3:00:00 PM
From: D.Right   of 2173
 
Dear JF:

Now we know where the strong sell rating came from, the ergo/JNJ deal. The analyst must have known the deal is coming. It is quite silly in fact. The ERGO's drug is a oral drug for type II diabetes patients who do not use insulin while pramlintide is for type I patients and those type II patients who use insulin. Although potentially, if both pramlintide and ergo's drug are going to be used for obesity, there might be some overlapping here. The real competition for ergo is drugs like WLA's rezulin, not pramlintide. It is really good for JNJ, it means in couple years its sales rep. can go to a doctor's office and offer a list of medicines for all diabetes patients. What surprised me is the deal didn't change ERGO stock price much. It should give them a lot credibility just like JNJ gave AMLN couple years ago. The only difference is the ergo's drug is a old drug, it may not have a strong patent protection as AMLN has for amylin.

Good day.

D.Right
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