Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: David Bogdanoff who wrote (1105)	2/8/1998 11:54:00 PM
From: D.Right	Respond to of 2173

Dear David: AMLN is pretty much a one product company. It is true that they have Exendin, GLP-1 and the drug they acquied from Hoerchst, but at this stage, pramlintide has to be successful. All the other products will take a minimum of seven years to get to the market, can you imagine to wait that long without pramlintide? Of course, those will look really nice once they get their pramlintide approved. One product company is riskier than others, but that can be said for many of the success stories in biotech industry. For example, can you imagine what would have happened to AMGN or AGPH if either Epogen or Viracept had failed? With limited resources, small biotechs like AMLN just doesn't have the ablity to develope multiple products at full speed early on. Fortunately, I believe that AMLN is already having a fall back position for them. They pretty much have a lock on pramlintide approval for type I indication already with the finished clinical III. It just a matter of time to finish the process now. As for type II, the only surprise we will have will be good ones as the market is not giving any value for that to the stock price now. Take it easy. D.Right