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SeriousMoney

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SeriousMoney

Re: bernoulli post# 18

Saturday, 01/28/2006 12:04:03 PM

Saturday, January 28, 2006 12:04:03 PM

Post# of 291
Great homework, B!

Many diabetics will prefer inhalable delivery to needles. Ask your family, ask your friends, ask yourself... Oh, I see you already did!

And just like asthmatics, diabetics will carry their delivery system of choice like smokers their favorite cigs. I would expect that inhalable delivery systems will shrink with further development.

NKTR's EXUBERA is a bet on the looming diabetes epidemic as baby boomers enter their most susceptible years. Hey, we're already there!

AMLN's BYETTA is another but with needle injection delivery. http://www.investorshub.com/boards/read_msg.asp?message_id=9434496

Both should garner significant market share.



"Growth is all that matters!" CRAMER

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