Nastech [NSTK] -Sm & Lrg Molecule Intranasal drug delivery Message Board

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Biotech / Medical : Nastech [NSTK] -Sm & Lrg Molecule Intranasal drug delivery

MRNA 40.88

-4.4%

Feb 5 3:59 PM EST

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From: DewDiligence_on_SI	3/11/2006 3:48:52 PM
	of 80

Is Exenatide LAR in limbo? In iHub #25414 (http://tinyurl.com/fa726 ) I cited some signals—such as the lack of an SPA—that suggest Exenatide LAR may not be all systems go for AMLN. Here’s another: AMLN has not yet selected a needle gauge for LAR. Listen for yourself at 53:55 into AMLN’s latest quarterly CC: biz.yahoo.com Tom McGarrin, Merrill Lynch: “What is the gauge of the needle used for LAR and how does it compare to Byetta?” A: “At this point we haven’t finalized the product presentation for the LAR program and so we haven’t disclosed—we haven’t even decided actually—what will be the final needle gauge for the product.” -- It seems to me that AMLN may be contemplating alternative formulations for Byetta other than LAR. Why? Perhaps they think a painful needle once a week is not much of a convenience advantage relative to Byetta’s twice-daily (painless) pen. Or perhaps the clinical data for LAR that investors have not seen are not pristine. Whatever the case may be, something here does not quite ring true.

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