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

To: wolfdog2 who wrote (1440)	7/31/1998 4:30:00 PM
From: Rudy Saucillo	Read Replies (2) \| Respond to of 2173

I'm not attempting to exaggerate the negatives, I'm simply looking at the Phase III data and the company's financial position objectively - and with a biotech investor's cautious eye. None of the Phase III data to date has been strong. Efficacy as shown in the intent-to-treat analyses has been weak and durability of the effects is a major issue. This data is public and, IMO, hard to argue with. The Euro trials use a different protocol designed to better isolate pramlintide's effect. As I said, these upcoming results need to be substantially more robust than previous results. I hope they are because Type I's need better treatments for metabolic control. <<If the future of Pramlintide were as negative as you make it, I doubt that anyone would have put good money into AMLIN at this point.>> Keep in mind that J&J bailed and took a substantial loss on their investment in pramlintide. This happened for a reason. Murphy tries to put a positive spin on this, but that's pure bull. If the upcoming Euro results are negative, the company basically won't have the finances to remain in business. The point for investors is that this is very much "make or break." Rudy