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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: D.Right who wrote (1271)3/11/1998 10:55:00 AM
From: Rudy Saucillo  Read Replies (1) of 2173
 
Hi, D.Right.

We've gotten somewhat far from my original point in our conversation. I was simply stating that there are clear reasons why JNJ would drop AMLN in favor of ERGO. These reasons can be couched in terms of development risk vs. potential future profits (i.e., market size).

I do believe pramlintide has potential in Type I. But the data to date, unfortunately, has not been strong. I am concerned about approvability. I've seen firsthand what the FDA and its advisory committees do to companies that come in with weak data and/or weak trial design.

As I've said previously, I hope we see solid data from the Euro trials. But this is a high risk situation.

Rudy
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