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: JFitnich who wrote (1140)	2/24/1998 3:00:00 PM
From: D.Right	Respond to of 2173

Dear JF: Now we know where the strong sell rating came from, the ergo/JNJ deal. The analyst must have known the deal is coming. It is quite silly in fact. The ERGO's drug is a oral drug for type II diabetes patients who do not use insulin while pramlintide is for type I patients and those type II patients who use insulin. Although potentially, if both pramlintide and ergo's drug are going to be used for obesity, there might be some overlapping here. The real competition for ergo is drugs like WLA's rezulin, not pramlintide. It is really good for JNJ, it means in couple years its sales rep. can go to a doctor's office and offer a list of medicines for all diabetes patients. What surprised me is the deal didn't change ERGO stock price much. It should give them a lot credibility just like JNJ gave AMLN couple years ago. The only difference is the ergo's drug is a old drug, it may not have a strong patent protection as AMLN has for amylin. Good day. D.Right