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

To: The Gambler who wrote (1254)	3/5/1998 5:55:00 AM
From: Henry Niman	Respond to of 2173

I defined success in terms of approval and market share. AMLN has not shown that Pramlintide can produce a statistically significant effect on type II patients. They blamed insulin usage by the targeted population. Rezulin helps type II patients reduce or eliminate the need for insulin. That is one of the reasons that LLY moved into the oral area with its $200 million deal with LGND. I would not be surprised to see JNJ do the same thing with AGN. Pramlintides effect is so weak, that it gets swamped out by insulin, yet insulin needs can be eliminated by the oral agents. Pramlintide ranks pretty low on the list of useful type II agents. When or if it is approved, it will be even lower as second generation TZDs and first generation rexinoids hit the market (Targretin should be available on US pharmacy shelves next year and by then Phase II data for type II diabetes should be published, allowing for promotion as well as availability). In summary, others are moving forward as AMLN moves backwards. It's hard to win races that way.