AMLN - comments?

[jiesen]

AMLN news

I think they did this a bit prematurely myself, but anyway you know this was coming:

http://biz.yahoo.com/ap/050830/amylin_stock_offer.html?.v=1

Amylin Pharma to Sell 5.1 Million Shares
Tuesday August 30, 7:55 am ET Amylin Pharmaceuticals Plans Public Sale of 5.1 Million Shares for $152 Million in Proceeds


SAN DIEGO (AP) -- Amylin Pharmaceuticals Inc. said Tuesday it will sell about 5.07 million of its common shares at $31 apiece in a public offering, and expects to net $152 million in proceeds. Shares of Amylin, which currently has about 104.5 million common shares outstanding, fell $1.66, or 5.1 percent, to $31 in premarket activity.

[jiesen]

Testimony from a satisfied AMLN customer

FOUNTAIN OF YOUTH
by: WCJumper
Long-Term Sentiment: Strong Buy 08/31/05 08:30 pm
Msg: 142742 of 142743
I'm 70 years old.
Diabetes for 13 years.
On Lantus for the last year.
Gained 35 lbs, stayed hungry all the time.
Joints of fingers,arms,legs,shoulders & back
hurt all the time.
BS readings 160-200
A1c 8.6

Started Byetta 12 weeks ago.
On my third script.
I pay $214.99/pen.
I have lost 22lbs so far.
Am never hungry(eat to live, not live to eat)
Wife says I don't eat enough.
I feel great,pain gone from most joints (age still has its pain).
BS readings 121-141
A1c 7.8 yesterday.
Though A1c still high Dr. likes the weight loss and the way I feel.

I TELL EVERYONE I SEE ABOUT THIS PRODUCT
My former business partner and I loaded up on this stocks years ago. So I can pay my way.

Buy the stack.

http://finance.messages.yahoo.com/bbs?.mm=FN&action=m&board=7076553&tid=amln&sid=7076553&mid=142742

[Runner]

DRUGS:

Looks like 50dma got a little pop. Here is a DRUG update chart. Still bullish

[Runner]

I see a caution light on AMLN. Stock is moving higher on decreasing volume. I also see a possible tweezer top.

[rrezac]

Here is my 2 cents worth on Teva. Being a Walgreens pharmacist, I think they have a nice line of generic drugs. At different times as I scanned the inventory on our shelves I would think about investing in Teva. The problem is Walgreens switches generic companies often. A generic company who isn't willing to sell to Walgreens at a low price is running the risk of having their product line replaced by someone who is willing "to play ball" with Walgreens. (I think we recently switched from Teva's lisinopril to another manufacturer. See what Wal-Mart has taught us.)
I don't know how often the contracts are re-negotiated, but the competition between generic companies keeps the margins in-line for Walgreens. I am skiddish on investing in such a competitive group such as generic manufacturers. The companies are basically in constant bidding wars to try and gain market share as well as a litany lawsuits trying to bring products to market.
Companies like Amlyn, who actually develop and own the rights to drugs, are much more likely to turn into a profitable venture, in my opinion.

[jiesen]

Of those I like:
AMLN
TEVA
AGN

I would probably stay away from MLNM

And I would avoid FRX like the plague.

Also, I am watching these:
ACAD
AKZOY
ANDS
LGNDE
MEDI
PDLI
STEM

JNJ is always a good bet, so is the currently battered PFE (unless the MRK situation continues to worsen, and the blood-suckers go after ALL cox-2 inhibitors).

I think MEDI is popping up on a lot of screens as of today:

http://finance.yahoo.com/q/bc?s=MEDI&t=5d&l=on&z=m&q=l&c=

STEM also had a very positive development today as well.

http://biz.yahoo.com/cbsmb/050831/c0535d381b9f4eff8cacbd91f9a07ac8.html?.v=1

And as Runner just mentioned, Drugs are having a great run at the moment.

[jiesen]

new Byetta and Symlin scrip numbers:

Numbers are still increasing, though at a bit more modest rate (5-10% weekly):

RX's
by: bostonmatty1 (57/M/Central CT)
Long-Term Sentiment: Strong Buy 09/06/05 08:29 am
Msg: 143394 of 143397
AMLN had prescriptions reported by IMS America this morning for recently approved diabetes drugs Symlin and Byetta. Total prescriptions for Byetta in its thirteenth full week ending August 26 were 7,090, of which 6,110 were new prescriptions up from 6,725 total and 5,788 new Rxs respectively in the prior week. With 1-month starter packs being provided to key prescribers, we believe that these numbers
underestimate true patient starts.

Total prescriptions for Symlin for the week ending August 26 were 1,388 with new Rxs of 935, up from 1,331 total and 879 new Rxs in the prior week. Overall, well over 9,000 new prescriptions have been written for Symlin in its first three months of launch.

Re: Daily Rx - is schwarts1 around?
by: schwarts1 09/06/05 08:35 am
Msg: 143395 of 143397
I am here. According to PJ, the daily cumulative Byetta script estimate for the week ending 9/2 was 7,861 (up from 6,480 in the week prior).

[jiesen]

AMLN weekly scrip #

Unconfirmed scrip number is down this week:

"According to PJ, Byetta scripts totalled 8,243 in the week ending 9/9 (holiday-shortened week; down from 8,813 in the week prior). The daily cumulative script estimate for the week ending 9/16 was 8,140 (7,830 was the week prior daily estimate)"

Doesn't look like a good week to me, but also doesn't change my opinion on my position.

[drutzen]

FYI did you see the STEM news???

Published Study Shows First Direct Link between Human Neural Stem Cells and Restored Motor Function in Spinal Cord Injured Mice; StemCells Inc.'s Adult Human Neural Stem Cells Regenerate Protective Layer Around Nerves Following Spinal Cord Injury
Business Wire - September 19, 2005 17:00

PALO ALTO, Calif., Sep 19, 2005 (BUSINESS WIRE) -- StemCells, Inc. (Nasdaq: STEM) today announced results of a published study that demonstrates that the Company's proprietary human neural stem cells restore the lost motor function of mice with spinal cord injuries. This study is also the first to show the causal relationship between transplanted human neural stem cells and long-term recovery of motor function: The human neural cells were subsequently ablated in some of the mice, and their improved motor function was lost.

The study was conducted by Drs. Aileen Anderson, Brian Cummings and their colleagues from the Reeve Irvine Research Center at the University of California, Irvine. It will be published today online in the Early Edition of the Proceedings of the National Academy of Sciences of the United States of America (PNAS), and will appear in the September 27, 2005 print issue. The study was funded in part by a Small Business Innovative Research Grant from the National Institute of Health (NIH) to StemCells, Inc. Support was also provided by the Christopher Reeve Foundation through its International Research Consortium on Spinal Cord Injury.

As part of the study, human neural stem cells were transplanted into mice nine days after a spinal cord crush injury that results in hind limb paralysis. The mice were then observed and tested for sixteen weeks after the transplant. The transplanted mice showed significant improvement in their ability to walk compared to mice in two control groups, and the improvement persisted during the full term of the study. The treated mice had better weight-bearing ability and coordinated stepping using their hind limbs. Data gathered during the study shows that the transplanted human neural stem cells survived, produced new neural cells that integrated into the mouse spinal cord and reversed hind limb paralysis.

"While we are early in our quest to find a stem cell therapy for spinal cord injury, the design of this study raises the bar for evaluating experimental cell-based therapies in this extremely debilitating medical condition," said Martin McGlynn, President and Chief Executive Officer of StemCells. "The study clearly demonstrates that our proprietary human neural stem cells make functional new neural cells, and are responsible for the restoration of hind limb function in this animal model of spinal cord injury."

The human neural stem cells, when transplanted into the mouse spinal cord, become specialized new cells called oligodendrocytes that make myelin. Myelin forms a protective sheath that insulates nerve fibers that conduct electric signals for proper function. The newly formed human oligodendrocytes produced new myelin sheaths around damaged mouse axons. In addition, new human neurons were generated that formed synapses, a specialized junction linking one neuron to another.

Note to Journalists: The complete study is expected to be published online this week at www.pnas.org. For those wishing to see it prior to online publication, please e-mail [email protected].

About StemCells, Inc.

StemCells, Inc. is a development stage biotechnology company focused on the discovery, development and commercialization of stem cell-based therapies to treat diseases of the nervous system, liver and pancreas. The Company's stem cell programs seek to repair or repopulate neural or other tissue that has been damaged or lost as a result of disease or injury. StemCells is the first company to directly identify and isolate human neural stem cells from normal brain tissue. These stem cells are expandable into cell banks for therapeutic use, which demonstrates the feasibility of using normal, non-genetically modified cells as cell-based therapies. StemCells is the only publicly traded company solely focused on stem cell research and development and has more than 40 U.S. and 100 non-U.S. patents, as well as 100 patent applications pending worldwide. Further information about the Company is available on its web site at: www.stemcellsinc.com.

Apart from statements of historical facts, the text of this press release constitutes forward-looking statements regarding, among other things, the future business operations of StemCells, Inc. ("the Company") and its research and product development efforts. The forward-looking statements speak only as of the date of this news release. StemCells does not undertake to update any of these forward-looking statements to reflect events or circumstances that occur after the date hereof. Such

[jiesen]

wow, no

I didn't see that. Thanks for pointing it out! That's fantastic news for people suffering from spinal cord injuries. I sure wish I'd picked up shares of STEM last week!

[jiesen]

AMLN scrip numbers: up 30 and 39% for B and S

9/16 Wk Rx: Byetta 10,749, Symlin 1713
Total prescriptions for Byetta in the week ending September 16 were 10,749, of which 8,935 were new prescriptions up from 8,243
total and 6,845 new Rxs respectively in the prior week.
Total prescriptions for Symlin for the week ending
September 16 were 1,713 with new Rxs of 1,074, up from 1,230 total and 748 new Rxs in the prior week.

[jiesen]

AMLN up another buck

AMLN is making new all-time highs today after breaking past 33.4.

Makes me feel silly for selling half of my stock at 27. Oh well, go AMLN!!!

[jiesen]

AMLN scrips up slightly this week over last

Total prescriptions for Byetta the week ending September 23 were 10,971, of which 8,882 were new prescriptions up from 10,749 total and 8,935 new Rxs respectively in the prior week.

Total prescriptions for Symlin for the week ending September 23 were 1,714 with new Rxs of 1,071, up slightly from 1,713 total and 1,074 new Rxs in the prior week.

[billyjoe]

Jiesen,
You're gonna get me interested in this one yet. What does Smylin do?
Make you happy all the time?



billyjoe

[jiesen]

Jiesen,
You're gonna get me interested in this one yet. What does Smylin do?
Make you happy all the time?



billyjoe

That's what it's been doing to me lately, anyway... but actually Symlin is an synthetic version of your body's natural horomone, amylin, which along with insulin is produced in the Islets of Langerhans. Diabetics usually have deficiencies in both insulin as well as amylin, so adding this drug to a diabetic's arsenal just makes sense. What all it does, is a bit more complicated- and I don't know it all offhand, but I do know it helps to maintain a better blood sugar level, and to reduce appetite- which is one of the main reasons patients are really liking the drug. Mostly, though, the drug has been shown to greatly improve patients general sense of well-being, more so than any hard reduction in mortality or other such numbers.

AMLN owns 100% of the revenue stream generated by Symlin. They are partnered with LLY on the bigger of their two current products, Byetta. If Symlin ends up taking off as much as Byetta has, AMLN could easily see $200/share. Also Byetta LAR has potential to greatly increase the potential for Byetta sales. There are plenty of reasons to be bullish on AMLN. I'll try to make a better case as I go...