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

To: David Bogdanoff who wrote (1296)	4/3/1998 2:11:00 PM
From: Henry Niman	Read Replies (1) \| Respond to of 2173

David, I don't expect the pain to go before strong clinicals come out. The fact that insulin could dwarf the pramlintide effect is not a good sign. There are many potent drugs in the pipeline. As I said last summer, I expected rezulin to have a significant impact on type II and I expect second generation compounds (TZDs)to have an impact. WLA's Rezulin certainly did, even with liver enzyme elevations. Look what happened to AMLN's share price relative to WLA's. I think that JNJ was looking for an entry into treatment of type II. Pramlintide's niche in that area is extremely tenuous. Although JNJ signed a deal with ERGO, I expect them to look for additional entries into the diabetes field. Check out the diabetes review in thestreet.com. There are 160 drugs to treat diabetes.