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Biotech / Medical : AMLN (DIABETES DRUGS)
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To: Henry Niman who wrote (1294)4/3/1998 8:22:00 AM
From: sol dude  Read Replies (1) of 2173
 
Henry,
Two things,
1. JNJ has pulled out of two other partnerships recently. Mcneil division with fuse tech. amlyn and another that escapes me. It seems to me that they are restructuring their collaboration portfolio and only shooting for the blockbusters. They may have only seen a 200 to 400 million market potential. Thus not worth their time. Also they still own approx. 15% of the company, and have warrants to purchase 2mm more at 12ish. Posssibly the could squeeze amln and get better terms and ultimately takeover if new results better.

2. From what was originally published back in the summer both JNJ amlyn screwed up the testing by letting the candidates alter their insulin use. If so major mistake, then these more recent data should show efficacy.

3. Corr got approval for broad use in spite of the panel reccommendation

sol dude
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