Biotech Values

[RockRat]

Further, Victoza could be competing with Amylin drugs in obesity. You and I have both been skeptical of Bydureon. I do not know how widely that view was held, but I would not put it at the top of an over-hyped list. Whatever. I am wondering where this leaves Amylin's commercial future. With drugs specifically targeted at obesity failing right and left, exenatide seemed to have a good shot at that indication, and my take was a large part of AMLN's valuation was based on that possibility. But NVO is also looking at this:

http://clinicaltrials.gov/ct2/show/NCT00978393?term=liraglutide&rank=17

Results early this summer.

Meanwhile, Byetta trials in this indication are more numerous and ongoing. The most definitive one will produce results in 2013. But a trial in patients with gastric restriction (lap band) should be completing soon. I think a couple of other minor studies -- scintigraphy in diabetic subjects, post prandial sugar snacking by youg re-diabetics -- have been completed.

That leaves the Takeda program with Symlin & metreleptin. The go/no go P2 study should produce results by late next year.

Regards, RockRat