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Added to YB: 2025-08-12

Pitch date: 2025-08-10

AMGN [neutral]

Amgen Inc.

+11.34%

current return

Author Info

Disruptive Analytics has 30+ years of experience as a retail investor and is now fully engaged in managing their own money. Sign up for the newsletter.

Company Info

Amgen Inc. discovers, develops, manufactures, and delivers human therapeutics worldwide. The company’s principal products include Enbrel for the treatment of rheumatoid arthritis, plaque psoriasis, and psoriatic arthritis; Otezla for the treatment of adult patients with plaque psoriasis, psoriatic arthritis, and oral ulcers associated with Behçet’s disease; Prolia to treat postmenopausal women with osteoporosis; XGEVA for skeletal-related events prevention; Repatha, which reduces the risks of myocardial infarction, stroke, and coronary revascularization; Nplate for the treatment of patients with immune thrombocytopenia; KYPROLIS to treat patients with relapsed or refractory multiple myeloma; Aranesp to treat a lower-than-normal number of red blood cells and anemia; EVENITY for the treatment of osteoporosis in postmenopausal for men and women; Vectibix to treat patients with wild-type RAS metastatic colorectal cancer; BLINCYTO for the treatment of patients with acute lymphoblastic leukemia; TEPEZZA to treat thyroid eye disease; and KRYSTEXXA for the treatment of chronic refractory gout.

Market Cap

$173.0B

Pitch Price

$285.37

Price Target

340.00 (+7%)

Dividend

2.96%

EV/EBITDA

13.07

P/E

24.84

EV/Sales

6.06

Sector

Biotechnology

Category

growth

Show full summary:
Great Results! Amgen Inc.

AMGN (earnings update): Q2 beat despite Prolia's 4% decline; raised 2025 guidance + FV from $335 to $340. Rare disease portfolio soaring (+19% YoY to $1.4B in Q2) with Tepezza, Krystexxa, Uplizna & Tavneos driving growth. 15 products growing >10%. Monthly obesity injectable MariTide launching fall 2026 if trials succeed.

Read full article (1 min)