Kliff believes that Byetta could "easily capture" 10% of the market within the first year.
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For more on David Kliff's recommendation of Amylin, click here to watch a video.
One side effect of Byetta--in addition to nausea--is weight loss, which Kliff views as a positive for diabetics.
Kliff, who was on the conference call, said that nothing adverse to the approvals of Exenatide was disclosed.
"According to studies published in Diabetes Care, over 60% of Type 2 patients are not achieving treatment targets, " says Kliff.
Because LAR would require less frequent injections--perhaps twice a month--Kliff believes this version to be the real blockbuster in Amylin's pipeline.
"There's nothing wrong with the product, " says David Kliff, who writes the Diabetic Investor newsletter and has followed Mannkind since the beginning.
For updates and more in-depth analysis from David Kliff, please click here.
"The fact of the matter is the street is dead wrong on Amylin, and this is buying opportunity if there ever was one, " says Kliff.
As I know readers often enjoy a good, public fight between writers, I should begin by saying that I hold Ms. Kliff in very high regard.
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"While it's true that the biotech sector has sold off recently, I can find no news coming out of the announcement that justifies this decline, " says Kliff.
Sarah Kliff had a nice follow-on piece in the Washington Post that elaborates on my chart and some possible explanations for why consumers are so much less cost conscious in health care.
Ms. Kliff next points out the findings of a senate committee which found that large group policies are already spending about 84 percent on medical care, just one percent short of the new requirement.
FORBES: The Obamacare Bomb Is Very Real - Even If Washington Post Doesn't Quite Get It
With more than 17% of Amylin shares sold short as of May 10, Kliff believes that a huge short squeeze is in the works, with "an easy ten points" added to Amylin's share price in the coming weeks or months.
Over the past couple of years, many groups and people took up the mantle to educate the public on the good provisions of the ACA. Kaiser Family Foundation, the Washington Post Wonkblog, particularly Sarah Kliff, and FactCheck.
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In her article, Kliff appears to take issue with two primary points, starting with the fact that the health insurance companies are hardly on the verge of bankruptcy and are unlikely to find themselves there come the end of this week.
FORBES: The Obamacare Bomb Is Very Real - Even If Washington Post Doesn't Quite Get It
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