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Biotech / Medical : AMLN (DIABETES DRUGS)

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To: D.Right who wrote (1336)4/26/1998 9:27:00 AM
From: Rob  Read Replies (1) of 2173
 
To all:

Yesterday I attended the Fidelity Investor Discovery Conference in Boston. I spoke briefly to Ken Kam of the Technology Value Fund (best performing mutual fund in the U.S. for past three years 60+ % annualized returns) who was extremely bullish on Amylin. He essentially said it was his favorite pick. I also spoke to Michael Murphy ( California Technology Stock Letter) who also apparently has Amylin on his favorites's list. I don't follow this stock but thought you'd want to know that there's some serious horsepower in silicon valley hoping for success with this company. In addition they mentioned that a new executive at Amylin has ties to Eli Lilly. Lilly wouldn't mind getting it's hands on something that J&J shouldered the development costs for. Good luck.
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