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- Amylin: A Discounted Option on Byetta's Outcome
- Vincent Fernando submits: Amylin AMLN presents a stock opportunity with substantial optionality, and is currently in the sights of activist investor Carl Icahn. I believe Mr. Icahn may not only be trying to make himself a profit, but may also be trying to get Eli Lilly LLY a good...
- External links 2009-04-22
- What Amylin's Established Drugs Are Worth Alone
- Vincent Fernando submits: Admittedly, my blog has become a bit of a war room in regard to the special situation surrounding Amylin AMLN shares these days. I personally find it to be an extremely interesting special situation and now have exposure to the shares. A lot of analysis...
- External links 2009-05-13
- The FDA vs. Science on Merck HPV Vaccine
- Vincent Fernando submits: It's funny how there are some groups of people who campaign against anything that makes sex less risky, fearing the new form of protection promotes negative behavior. It's like being against seat belts because you think more people will drive drunk. Anyhow, Merck's MRK Gardasil HPV...
- External links 2009-06-16
- Big French Pharma Moves to Distance Itself from U.S. Healthcare Protests
- Vincent Fernando submits: In an almost satirical twist to the healthcare debate, it turns out that Big French Pharma, in the form of Sanofi-Aventis SNY, is now linked to anti-Obamacare protests via lobbying firm DLA Piper. DLA ex-employee Dick Armey is chairman of Freedomworks, a pressure group...
- External links 2009-08-18
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