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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: D.Right who wrote (608)8/26/1997 11:30:00 AM
From: David Bogdanoff   of 2173
 
DR:
Thank you for your confirming views. It is true that most of the risk in this drug is even better understood and seen to be small, even if its not the homerun some apparently expected. Its interesting to note that a very similar thing happened a few months ago to Corr Therapeutics when it disappointed in its
first FDA submission of Integrilin for angioplasty, and only yesterday
won kudos on Wall Street with its second submission for unstable angina(a much bigger market). I think your analysis of the role of J&J is especially relevant; tht company is not investing hundreds of millions for by gosh and by golly. This shows how easily Wall Street can misjudge a stock (especially biotechs) and offer low-risk buying opportunities.

David

ps: for what its worth, I would expect to find efficacious in a least one subgroup of type 2 diabetic patients, thus opening the door for that larger market.
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