Amylin: A Discounted Option on Byetta's Outcome [View article]
Thanks for the good analysis. A few more details would help the decision. How much did Icahn pay for Amylin shares? How much are Byetta sales down as a result of newly discovered Byetta side effects? What is the likelihood of pancreatitis and thyroid tumors? What is the profit sharing agreement between Amylin and Lilly for Byetta? Where is Byetta with respect to capturing the diabetes market? What is the profit sharing agreement between Alkermes, Amylin and Lilly for extended Byetta?
Amylin: A Discounted Option on Byetta's Outcome [View article]