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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: MulhollandDrive who wrote (415)8/17/1997 6:05:00 PM
From: tonyt   of 2173
 
> Dr. Niman, you do seem to show an anti AMLN bias here, I say that because
> I've noticed on SI that typically downward stock price "projections" are often posted
> when the upmove can be interpreted as a negative for the potential competition, am I
> wrong in assuming this here? thanks, bp

He does appear to see Amylin as competition. He first reaction to the Amylin Press Release (Headline: "Results Confirm Proof of Concept for Amylin Replacement Therapy") was that it was "great news for LGND" as he was not overly optomistic about the market's reaction to the AMLN news.

--Tony

P.S. he now thinks that it will 'pull down the whole sector' -- Amgen's bad news didn't, but this will???
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