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August 8, 2008

byetta / LAR will be multi-billion dollar drug

Analysis of: Lilly Diabetes Drug Shows a Life-Extending Promise | www.nytimes.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Analysis By:
Kelly Close, PresidentKelly Close
President, Close Concerns
Implications: This was a great NYT story.  The fact that Byetta was suggested as cardioprotective out of ACCORD was truly ignored by the media and nice to see the suggestion here. FDA is moving much more this direction and from a patient perspective, having a cardioprotective drug (LAR) that is easier to take than insulin (no hypo, no weight gain, 2% A1c drop) will be shown to be revolutionary. 

Analysis: This will ultimately be a positive for Amylin and Alkermes.

Other Analyses of the Same Source Article:
Byetta saves lives
August 18, 2008, Author: GLG Expert Contributor
Promising start but more data needed
August 18, 2008, Author: GLG Expert Contributor
Byetta - what needs to be done
August 15, 2008, Author: GLG Expert Contributor
Life-extending effect of Byetta ?
August 13, 2008, Author: GLG Expert Contributor
Random finding does justify change in Byetta prescribing
August 11, 2008, Author: GLG Expert Contributor
Byetta sale will remain assuch or decrease
August 11, 2008, Author: GLG Expert Contributor
Byetta Preventing Mortality? Even IF True, Wrong Formulation?
August 11, 2008, Author: GLG Expert Contributor

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