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


To: Rudy Saucillo who wrote (1567)1/11/1999 9:14:00 PM
From: arnie h  Respond to of 2173
 
Rudy: Of the possibilities that could have driven the price up, improved potential for Pramlinitide is for me the most unexpected and least desirable. My scenario of a buy out mainly to take advantage of the tax loss is my favorite. This way, we have to wait out the conclusion of the trials. Nonetheless, if there is anything to the latest PR, one of the majors might step up to the plate for the reasons I outlined. $3 for this stuff might be in the cards (Corp. tax is about 38%).

Of course, if AMLN pulls the rabbit out of the hat, the price goes to >$15.

Arnie



To: Rudy Saucillo who wrote (1567)1/12/1999 5:04:00 PM
From: arnie h  Read Replies (1) | Respond to of 2173
 
Rudy: Any chance to get you to elaborate on why the "strategy" is garbage? Also on whether the retrospective analysis might be useful in any way to the ongoing trials.

Thanks,
Arnie