Replies to post #115819 on Biotech Values

[DewDiligence]

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.

Perhaps my view of the hype level has been colored by spending too much time reading message boards where Bydureon was touted as the greatest thing since sliced bread. Maybe it isn’t the most overhyped drug of all time, but it probably deserved to at least be in the discussion along with such candidates as Exubera, Torcetrapib, and Provenge.

[DewDiligence]

AMLN/Takeda halt phase-2 obesity trial for safety reasons:

http://finance.yahoo.com/news/Amylin-and-Takeda-Voluntarily-prnews-3297796689.html?x=0&.v=1

The trial had been testing the combination of Symlin and metreleptin.

[DewDiligence]

1Q11 Victoza sales were $197M (http://www.reuters.com/article/2011/04/28/novonordisk-idUSLDE71F09U20110428 ).