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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Merritt who wrote (59551)	5/17/1999 9:11:00 PM
From: Peter Singleton	Read Replies (1) \| Respond to of 132070

Merritt, my info on NFLD is too out of date and too tenuous at this point to pass on any more than a subjective impression formed back then that the company was one to avoid. I'll agree with you on ARDS, for sure. Diabetes? First blush, I'd disagree, with Rezulin and SBH's new drug, and some great stuff in the clinic and pre-clinical, but there have been some notable failures (AMLN's pramlintide, LGND's Targretin, and Ergo's Ergostet (sp?)). The latter two should have been no surprise. LGND / LLY are both quality outfits, but Targretin in diabetes was always an opportunistic play with the better RXR modulators targeting diabetes much earlier stage. Ergo was a pretty bogus story whatever cut you take on it, and a rare complete mistake on the part of J&J to license. Artificial blood? The jury's still out, though there's clearly a big unmet need, and a very large market. It's turned out to be a lot more tricky than it appeared on the surface, as Baxter, SMTG, ALLP and other folks have found out. Peter