Lioness Associates, Inc.

Economic & Corporate Risk/Yield Reports

August 6, 2012 - Amylin (AMLN)  Final Risk/Yield Update for 2012
 
The price chart for Amylin (Yahoo finance) has been provided for comparison purposes with the original AMLN 2012 Delta Core/Transient graph provided on April 6, 2012 with the article posted at that time.

  

Update 7/2/2012 - Amylin has agreed to be acquired by Britol Myers for 31.00 a share (see article).  As noted in the original write-up from 4/6/2012 -- "The underlying astrological data (not provided here) suggests that any agreement either with this company or another is not likely to be struck until the July/August 2012 period with completion near the end of this year and into early 2013."

Update 5/25/2012 - Bids are being receieved from companies (see article).  From all appearances, the timeline still appears to be as mentioned in the original post.

April 6, 2012  -- Amylin Risk/Yield for 2012

Amylin Pharmaceuticals received an offer in late March from Bristol Myers and as of this date, Amylin has refused the bid stating it is too low.

The AMLN 2012 Delta Core/Transient graph depicts a surge in "yield" momentum starting in March and while not as heavy, the company continues in the "yield" area until the July 2012 period.  The underlying astrological data (not provided here) suggests that any agreement either with this company or another is not likely to be struck until the July/August 2012 period with completion near the end of this year and into early 2013.

As a further note, the new diabetes drug that has recently been made available for sale by this company in the US has not had any chance to realize it's full potential for sales and therefore, it might suggest that the value that the new drug provides to the company has not yet been fully adjusted into the stock price before this offer was made.  Analysts that follow this stock would have a more thorough outlook of potential stock price in respect to the offer price.

Barron's recently had a thoughtful
article on the offer. 


 
        AMLN Delta Core/Transient 2012 graph
 

Disclosure as of 4/6/2012 - Amylin Pharmaceuticals (AMLN) is not part of our portfolio at this time.