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Biotech / Medical : Biotech Valuation

CRSP 55.11

-2.6%

Nov 7 9:30 AM EST

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To: DewDiligence_on_SI who wrote (18192)	10/29/2005 11:21:11 PM
From: rkrw	Read Replies (3) of 52153

Appreciate the nvs commentary LAF/amln, laf doesn't have the weight loss impact of byetta. I wouldn't underestimate this as a driver of byetta when something like half of diabetics are highly obese yet are on medications that promote weight gain. Byetta is allowing diabetics to reduce other wt promoting diabetes meds (insulin, actos etc). Diabetes is an astoundingly large market and it's far from a zero sum game. I'm sure both will do just fine. Speedel. Intent of nvs seem to be for this to be a major blockbuster. New competition is in the works though, another from speedel/nvs, actelion/mrk and a couple of others. Speedel is publicly traded btw.

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