Amgen Inc.

AMGN-Q

NASDAQ:AMGN

258.60
1.50 (0.58%)
Amgen Inc. is an American multinational biopharmaceutical company headquartered in Thousand Oaks, California. Located in the Conejo Valley, Amgen is the world's largest independent biotechnology firm.
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Analysis and Opinions about AMGN-Q

Signal
Opinion
Expert
COMMENT
COMMENT
August 28, 2015

The healthcare sector in general is a good area to be in. He likes the strong cash flow metrics and the balance sheet. They have a good drug pipeline. Prefers Biogen (BIIB-Q) and Celgene (CELG-Q), which you may want to have a peek at.

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Amgen Inc. (AMGN-Q)
August 28, 2015

The healthcare sector in general is a good area to be in. He likes the strong cash flow metrics and the balance sheet. They have a good drug pipeline. Prefers Biogen (BIIB-Q) and Celgene (CELG-Q), which you may want to have a peek at.

BUY
BUY
May 28, 2015

They are massive biotechs. It has a dividend yield. They are focused on cutting costs. They have great products in the pipeline. You aren’t taking typical biotech risk.

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Amgen Inc. (AMGN-Q)
May 28, 2015

They are massive biotechs. It has a dividend yield. They are focused on cutting costs. They have great products in the pipeline. You aren’t taking typical biotech risk.

COMMENT
COMMENT
April 21, 2015

Biotech Index has had a huge run. It is an area of incredible innovation that is taking place. This company is growing very rapidly. They deal in drugs that people are going to spend a lot of money for repeatedly. Trading at huge valuations and there is substantial competition. There is a battle taking place between drug costs and health insurance costs in the US. About 3% of the drugs that are being prescribed account for about 80% of the bill. This means there is a very big concentration of risk. Thinks there is going to be a battle between the insurers and the drug companies, and that it is not far away. Be careful as there is a lot of volatility.

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Amgen Inc. (AMGN-Q)
April 21, 2015

Biotech Index has had a huge run. It is an area of incredible innovation that is taking place. This company is growing very rapidly. They deal in drugs that people are going to spend a lot of money for repeatedly. Trading at huge valuations and there is substantial competition. There is a battle taking place between drug costs and health insurance costs in the US. About 3% of the drugs that are being prescribed account for about 80% of the bill. This means there is a very big concentration of risk. Thinks there is going to be a battle between the insurers and the drug companies, and that it is not far away. Be careful as there is a lot of volatility.

TOP PICK
TOP PICK
April 16, 2015

Trading at about 16X earnings. Have great drugs in the kidney area and in cancer. Also, thinks there is a cholesterol drug coming out. Management is really interested in increasing margins, cutting costs, increasing dividends and paying back money to shareholders. Dividend yield of 1.89%.

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Amgen Inc. (AMGN-Q)
April 16, 2015

Trading at about 16X earnings. Have great drugs in the kidney area and in cancer. Also, thinks there is a cholesterol drug coming out. Management is really interested in increasing margins, cutting costs, increasing dividends and paying back money to shareholders. Dividend yield of 1.89%.

TOP PICK
TOP PICK
March 12, 2015

Great company with a dividend yield of 2.07%. Trading at about 14 or 15 times earnings. Have real great products in the kidney area and cancer research. Also, have some great products coming through the pipeline. Feels they are committed to keeping cost structure down, increasing operating margins, increasing dividends and doing share buybacks. Also, have a good cholesterol drug that is coming out now.

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Amgen Inc. (AMGN-Q)
March 12, 2015

Great company with a dividend yield of 2.07%. Trading at about 14 or 15 times earnings. Have real great products in the kidney area and cancer research. Also, have some great products coming through the pipeline. Feels they are committed to keeping cost structure down, increasing operating margins, increasing dividends and doing share buybacks. Also, have a good cholesterol drug that is coming out now.

TOP PICK
TOP PICK
October 30, 2014

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.

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Amgen Inc. (AMGN-Q)
October 30, 2014

A biotechnology company, but looks more like a pharmaceutical company in his view. Trading at 18X earnings. Have some great products in their pipeline. Feels the stock is worth probably in the $200 range. Yield of 1.51%.

TOP PICK
TOP PICK
October 1, 2014

25% of drug consumption and will increase to 50% in the next few years. Return 60% of profit distributed to shareholders.

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Amgen Inc. (AMGN-Q)
October 1, 2014

25% of drug consumption and will increase to 50% in the next few years. Return 60% of profit distributed to shareholders.

BUY
BUY
October 10, 2013

The healthcare space is leading the market. This is a little more aggressive. XBI, an ETF is an alternative. Consolidation is taking place in the Pharma space. AMGN should continue to return cash to shareholders. It is probably not a buyout target.

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Amgen Inc. (AMGN-Q)
October 10, 2013

The healthcare space is leading the market. This is a little more aggressive. XBI, an ETF is an alternative. Consolidation is taking place in the Pharma space. AMGN should continue to return cash to shareholders. It is probably not a buyout target.

PAST TOP PICK
PAST TOP PICK
July 11, 2013

(A Top Pick July 10/12. Up 39.99%.) Nothing wrong with this company and he would buy it today.

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Amgen Inc. (AMGN-Q)
July 11, 2013

(A Top Pick July 10/12. Up 39.99%.) Nothing wrong with this company and he would buy it today.

COMMENT
COMMENT
July 10, 2013

In health care space, he owns Eli Lilly and Pfizer, more of the defensive type of names. This company would be more in the bio Pharma type of space with a little bit more growth. Trading around 14X. Decent valuation. Prefers Celgene (CELG-Q) a little bit more which has a much better growth rate.

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Amgen Inc. (AMGN-Q)
July 10, 2013

In health care space, he owns Eli Lilly and Pfizer, more of the defensive type of names. This company would be more in the bio Pharma type of space with a little bit more growth. Trading around 14X. Decent valuation. Prefers Celgene (CELG-Q) a little bit more which has a much better growth rate.

BUY
BUY
February 14, 2013

Likes Pharma. ETFs have been strong performers. Have the right kind of characteristics. 2.2% dividend yield. Looks good from a risk-adjusted stand-point.

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Amgen Inc. (AMGN-Q)
February 14, 2013

Likes Pharma. ETFs have been strong performers. Have the right kind of characteristics. 2.2% dividend yield. Looks good from a risk-adjusted stand-point.

TOP PICK
TOP PICK
July 10, 2012
Almost any large cap pharma stock in North America is coming out of a 10 and 12 year bases and they have lots of upside. This one has virtually no competition coming from generics. Very strong franchises in cancer and anaemia. About an 8% free cash flow yield.
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Amgen Inc. (AMGN-Q)
July 10, 2012
Almost any large cap pharma stock in North America is coming out of a 10 and 12 year bases and they have lots of upside. This one has virtually no competition coming from generics. Very strong franchises in cancer and anaemia. About an 8% free cash flow yield.
PAST TOP PICK
PAST TOP PICK
August 17, 2010
(A Top Pick Apr 21/09. Up 16.99%.) Sold out at a substantially higher price and made at least 50%.
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Amgen Inc. (AMGN-Q)
August 17, 2010
(A Top Pick Apr 21/09. Up 16.99%.) Sold out at a substantially higher price and made at least 50%.
PAST TOP PICK
PAST TOP PICK
July 8, 2010
(A Top Pick Apr 21/09. Up 11.51%.) Sold his holdings
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Amgen Inc. (AMGN-Q)
July 8, 2010
(A Top Pick Apr 21/09. Up 11.51%.) Sold his holdings
PAST TOP PICK
PAST TOP PICK
May 27, 2010
(A Top Pick April 21/09. Up 10.31%.) Either came close to his model price or he found something of more value so he sold his holdings.
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Amgen Inc. (AMGN-Q)
May 27, 2010
(A Top Pick April 21/09. Up 10.31%.) Either came close to his model price or he found something of more value so he sold his holdings.
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