The Investor Village board is talking about the pricing of Bydureon and why Amylin priced it lower than Byetta. I thought that Amylin contracted someone else to produce Byetta. Since they have their own manufacturing plant for Bydureon, Amylin should makes more money if all Byetta users switch to Bydureon. Is this correct?
The reason AMLN will not get a black box warning is because of the way it works in the body. Victoza must be administrated at very high concentration levels because it gets dispersed throughout the body. Byetta accumulates in the liver and therefore can be administrated at much lower concentration levels. The FDA will realize that all GLP-1’s are not the same.
Last year RATL pre-announced that earnings would be $.01 short but came in at the street number. This year there was not pre-announcement!! The March qtr. has always been its best. My bet is that they will beat the street by a few pennies and carry lots of backlog into next qtr. RATL will have lots of visibility for next qtr.