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Biotech / Medical : dsco Discovery Laboratories -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Radley who wrote (234)	4/20/2009 3:21:04 PM
From: rkrw	1 Recommendation Read Replies (1) \| Respond to of 318

OT. Amln. My thoughts for whatever they're worth and just shooting from hip. A few years ago it was thought a 1/week would blow open the market potential, but now i'm not so sure that holds true. Uncomfortable needle size, docs may be uncomfortable on pancreatitis even though it's probably way overblown, byetta itself has peaked and flattened out at a lower than expected level and LAR approval itself at least first pass is probably a higher risk than would have been previously thought after the liraglutide (Novo Nordisk) panel.

To: Arthur Radley who wrote (234)	4/22/2009 11:55:43 AM
From: kenhott	1 Recommendation Read Replies (1) \| Respond to of 318

OT- I will just throw in a couple of comments about AMLN and people can as usual make up their own thoughts about my comments and what the comments would mean for the different companies. I do not believe Lirg is approvable. I think the thyroid problem is going to substantially overhang FDA decisions with all longer acting GLP-1 drugs. That includes Novo's drug, AMLN's LAR, Lilly's 2 long acting versions, etc. It is possible that AMLN's BID drug will be the only GLP-1 drug for a long time.