Added to YB: 2026-02-25
Pitch date: 2026-02-22
AMGN [bullish]
Amgen Inc.
+2.03%
current return
Author Info
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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 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
$204.5B
Pitch Price
$375.26
Price Target
410.00 (+8%)
Dividend
2.66%
EV/EBITDA
14.87
P/E
26.66
EV/Sales
6.83
Sector
Biotechnology
Category
growth
New Fair Value Estimates - Amgen Inc.
AMGN (update): Paid down $6B debt (10% of total) last year. 13 medicines growing volume >10%, strong pipeline in inflammation, rare diseases, oncology. Mgmt guides low but delivers high - 10% rev growth in 2025. Maritide obesity drug approval expected fall could add 10% rev growth alone in 2027. Price target raised $75 to $410.
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