Amylin Pharmaceuticals
Ironically, itβs the part about how nothing's changed. The company finished its study comparing once-weekly Byetta (used in the clinical trial) with the product that will be sold by Amylin and Eli Lilly
Manufacturing issues are usually low on the list of things that investors need to worry about, but that's been changing recently, as Genzyme
Amylin also said that the regular Byetta doesn't pose a cardiovascular risk for patients. After heart issues were found in diabetics taking GlaxoSmithKline's
The third part of the update had to do with a new trial, named Duration-5, that Amylin is running to test once-weekly Byetta against the twice-daily version to support marketing applications outside the United States. Amylin is running a series of head-to-head trials -- aptly named Duration-1 through -4 -- against Merck's
Even though it only has to be taken once weekly and has a nice weight-loss side effect, the drug still has a lot of competition from drugs that have been on the market for awhile. Without results showing that the drug is just as good, if not better, than those on the market, sales of once-weekly Byetta could plateau much lower than investors hope they will.
Eat up this additional Foolishness:
- Big pharma's R&D model is broken.
- Pfizer is a promising stock in the bargain bin.
- Are you a stock picker or a stock flicker?