| Mon, Apr 20, 2009 |
|
Carl Icahn V. Amylin Pharmacueticals Inc.
Normally I’d say woe to the CEO who crosses notoriously active investor Carl Icahn, but this time he might have met his match. Yes, other executives may have fallen to his ummm… persistent nature, but biotech Amylin Pharmaceuticals Inc. (Nasdaq: AMLN) lead independent director James Wilson, is having none of it. Along with strong shareholder Eastbourne Capital Management, Icahn has repeatedly attempted to stir up trouble at the company with the intent of changing the board of directors more to his liking. In Icahn’s case at least, the ultimate goal is to Amylin to sell itself to its diabetes drug partner Eli Lilly & Co. (NYSE: LLY). And as usual, he’s made no secret about his intentions. Then again, neither has [More...]
-
home: iStockAnalyst....
|
| Thu, Dec 04, 2008 |
|
Best Performing Stocks Of The Past Quarter
Back in early October I wrote in (Oct 1: Nowhere to Run, Nowhere to Hide) how there simply was no asset class (ex US Treasuries and US Dollar), no sector, no country to hide in. Everything stunk, and in fact it got worse in the ensuing weeks. September, October, November 2008 might be the worst 3 months ever (I don't have the date) but if not, it has to be in the top 3. We used to run a weekly screen here to identify areas of relative strength - it's been useless for months on end. But for curiousity sake I ran it to see the best performers over the past quarter. Criteria Market capitalization $1.50B+ Average trading volume 100K+Stock price $10+Return this [More...]
-
home: iStockAnalyst....
|
| Mon, Nov 24, 2008 |
|
Weekly Mergers and Acquisitions Report (11-17-08 to 11-21-2008)
NDS Group plc (NNDS) - News Corporation (NWS) : The European Commission officially started its review of this transaction yesterday, November 20. The EC has established a provisional review deadline of January 6, 2009 for this case (M.5274). [More...]
-
home: iStockAnalyst....
|
| Sun, Nov 23, 2008 |
|
Are Pharmaceuticals A Good Place To Hide Out In A Down Market?
Names that were previously viewed as safe and stable investments, large-cap pharmaceuticals, are now trading at levels not seen since 2002. And, for some such as Pfizer, Inc. (PFE) and Eli Lilly & Co. (LLY), these are prices not seen since the past decade.
This is clearly a sell-first, ask questions later ...
-
Daily Markets
|
| Fri, Nov 21, 2008 |
|
Pharmaceuticals Industry
Names that were previously viewed as safe and stable investments, large-cap pharmaceuticals, are now trading at levels not seen since 2002.? And, for some such as Pfizer, Inc. (PFE) and Eli Lilly & Co. (LLY), these are prices not seen since the past decade. This is clearly a sell-first, ask questions later market. After all, believing that patients are going to stop taking Bristol-Myers Squibb Co. (BMY) blood-thinner Plavix or Pfizer's anti-cholesterol agent Lipitor because of the credit crunch is the epitome of irrational anxiety. <br [More...]
-
home: iStockAnalyst....
|
|
More Blogs
|