We have often relayed our view that Amylin is just getting started - their analyst meeting last night relayed this in spades.
For anyone still concerned about cartridges, the company said this would be resolved in 3Q.
There is what seems to be an amylin 2.0 coming that is more potent - excellent! This enters the clinic this year.
The Leptin + Symlin + PYY and other combos were discussed - very powerful. We wrote about this in our current DCU and found the area highly fascinating!
Byetta in primary care was discussed at length - we believe this is also just getting started. Hearing Dr. Anne Peters and Dr. Scott Joy talk about how they use Byetta in patients was fascinating.
We'll report back in more detail on the meeting, but for now, it seems clear that the company is indeed on a path up toward top five biopharmaceutical company - we are excited to watch the ride as the implications for patients are exciting, indeed....