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Amylin – Concerns over Byetta Prescription Growth

This afternoon Amylin (NASDAQ:AMLN) presented at the Piper Jaffray Healthcare Conference and based on the presentation it’s clear the Street is concerned over the future of Byetta. While the product has performed very well the bulk of concern centers around whether or not prescriptions for Byetta have begun to level off and just what affect Januvia is having on prescription growth. As Diabetic Investor indicated earlier this week shares of...

Pfizer R&D Day

Today Pfizer (NYSE:PFE) is hosting an analyst meeting showcasing their existing pipeline and plans for the future. Amazing at it may seem the company still believes that Exubera, their inhaled insulin product has potential. While today’s presentation is not the forum to admit that you have made a mistake, it’s about time the company realized that Exubera is a failure and move on. Even with a smaller more portable delivery...

Impact of Pfizer’s Sales Force Reduction- Is there a hidden messagehere?

Yesterday Pfizer (NYSE:PFE) announced plans to reduce their U S sales force by approximately 20%, a move many see as a paradigm shifting event. While this may be true Diabetic Investor sees a hidden message behind Pfizer’s move that could have broad implications in the diabetes sector. With some of their biggest drugs facing generic competition and new drugs like Exubera failing badly, the company is in the uncomfortable position...

Is this the beginning of the end for Galvus

This morning Novartis (NYSE:NVS) released results from a two-year trial that showed Galvus, their DPP-4 for the treatment of type 2 diabetes which is awaiting approval from the Food and Drug Administration (FDA), produced results inferior to metformin. In this study Novartis tested Galvus as a stand alone therapy and in combination with other medications. Data from the study showed that patients using Galvus showed a 1.1% drop in A1C...

Early Januvia Sales

According to early reports Merck’s (NYSE:MRK) Januvia is off to a strong start based on new and total prescription volume. Januvia already accounts for 3.5% of new oral diabetes prescriptions in its fifth week since launch. Growth appears to be coming at the expense of glyburide/metformin combination. There are also reports from ImpactRx that showed last week Januvia captured 14% of new prescription for diabetes drugs, while Byetta captured 9%...

Dexcom On The Move – Is something coming?

Shares of Dexcom (NASDAQ:DXCM) are soaring today up nearly 10% and the rumor mill is in full swing. Since the company’s third quarter earnings announcement back on October 23rd, shares have been a roller coaster ride after hitting an intra-day low of $8.35 back on November 1st; shares are now approaching $12. Many investor believe the company is about to be acquired and for the sake of Dexcom shareholders...

50 Women to Watch

In today’s Wall Street Journal their Journal Report “The 50 Women to Watch” profiled 50 extraordinary women. While lists of this type are always somewhat subjective Diabetic Investor believes there is one woman who didn’t make the list but deserved to be included. Missing from the list was Ginger Graham CEO of Amylin Pharmaceuticals (NADAQ: AMLN). To state that Ms. Graham has done an outstanding job at Amylin is...

50 Women to Watch

In today’s Wall Street Journal their Journal Report “The 50 Women to Watch” profiled 50 extraordinary women. While lists of this type are always somewhat subjective Diabetic Investor believes there is one woman who didn’t make the list but deserved to be included. Missing from the list was Ginger Graham CEO of Amylin Pharmaceuticals (NADAQ: AMLN). To state that Ms. Graham has done an outstanding job at Amylin is...

50 Women to Watch

In today’s Wall Street Journal their Journal Report “The 50 Women to Watch” profiled 50 extraordinary women. While lists of this type are always somewhat subjective Diabetic Investor believes there is one woman who didn’t make the list but deserved to be included. Missing from the list was Ginger Graham CEO of Amylin Pharmaceuticals (NADAQ: AMLN). To state that Ms. Graham has done an outstanding job at Amylin is...

PolyMedica Reports

PolyMedica (NASDAQ:PLMD) is a company that has undergone several changes since Diabetic Investor began covering the company over eight years ago. Based on today’s conference call it appears the company may be entering the final phase of change from an independently owned company to becoming part of a larger company. The company announced today they have entered into a pharmacy fulfillment agreement with Medco Health Solutions (NYSE:MHS). Given the amount...