bp, SI likes posts under one topic. For the discussion you suggested, they like it under Misc, which has a low readership.
I did upload the AMLN part of the article, but no one on the AMLN board seems to want to discuss it.
I'll try another. Thestreet also ran a story yesterday on a rumored buyout of AGN by JNJ. I had mentioned that last week and coincidentally?, thestreet began to get calls Friday morning. If JNJ is LGND's partner, then there is some logic to a JNJ buyout of AGN.
This would relate to competition between AGN's Tazarotene (a retinoid characterized by LGND) for psoriasis and JNJ's Retin-A (for acne) and Renova (for wrinkles). Both of JNJ's products use tretinoin (an all trans retinoid) as the active ingredient.
LGND and AGN clearly have a corner on the retinoid market (Oral Panretin, Topical Panretin, Oral Targretin, Topical Targretin, and Oral ALRT1550) are all in the clinic, and three more products are ready for IND filings in 1998, including an anti-retinoid designed to treat the side effects of topical retinoids such as Retin-A and Renova. Moreover AGN competes with JNJ in eye care.
Of course none of this has anything to do with AMLN's science, but of course a JNJ buyout of AGN (AGN owns 50% of a couple of rexinoids that would be in the diabetes deal), coupled with a mega diabetes deal with LGND would represent a major commitment and an emphasis on rexinoids for treating type II diabetes, which as noted in thestreet's diabetes article, could have a negative impact on AMLN.
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