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Biotech / Medical : AMLN (DIABETES DRUGS) -- Ignore unavailable to you. Want to Upgrade?

To: David Bogdanoff who wrote (980)	11/22/1997 5:27:00 PM
From: CYBERKEN	Read Replies (1) \| Respond to of 2173

The extension doesn't bother me, for the reasons you have stated, and I might get back in if the next set of trial results cast the product in a better light than the last ones did. The extension, however, should make us consider the co's need to raise additional financing and possibly dilute the stock. At this point I just don't see AMLN running away from those of us who are out. Of course, any dip from the 7's would be very enticing! Finally, the co had begun to emphasize an expansion of it's pipeline when pramlintide was on track. We should be watching to see if that expansion continues to go forward.

To: David Bogdanoff who wrote (980)	11/23/1997 3:24:00 PM
From: D.Right	Read Replies (1) \| Respond to of 2173

Dear David: I agree with you that the move is for the best interests of share-holders. After all, the management members are the biggest share-holders (of course, JNJ may be a bigger share-holder, but not as individuals). However, the short term sell-off is also justified as most of the fund managers are not holding AMLN for long terms. They have to report to their clients every quarter if not every month. By the time the next trial III results come out next year, they may very well be working for somebody else already. The only thing we can do is to take advantage of their irrational moves. Good luck to you. D.Right