THOUSAND OAKS, Calif., Aug. 29, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) will present at the Morgan Stanley 22nd Annual Global Healthcare Conference at 9:15 a.m. ET on Wednesday, Sept. 4, 2024. Robert A. Bradway, chairman and chief executive officer at Amgen, will present at the conference. The webcast will be broadcast over the internet simultaneously and will be available to members of the news media, investors and the general public.The webcast, as with other selected presentations regarding developments ...

Amgen HQ in Thousand Oaks, CA JHVEPhoto Earlier this month, Wells Fargo cut its rating on Amgen (NASDAQ:AMGN), stating that success of its GLP-1 candidate MariTide was already priced into the shares. However, trading at 16.6x next year's earnings, the stock seems fairly valued despite 27% price appreciation over the past year. Existing product lines provide a strong foundation for the Amgen's valuation, while a successful conclusion to MariTide's crucial phase II study may provide a bullish catalyst later t ...

PeopleImages Since the publication of my last article, "Amgen: You Haven't Seen Anything Yet," Amgen's (NASDAQ:AMGN) share price has risen by more than 20%, thanks in part to increased speculative interest ahead of upcoming clinical results for MariTide in treating patients suffering from obesity, strong sales of its oncology and osteoporosis franchises, as well as medicines acquired in the Horizon Therapeutics deal. What will be presented in this article? I will discuss in detail several topics that ar ...

First and Only Pill for Children and Adolescents Ages 6-17 with Moderate to Severe Plaque PsoriasisTHOUSAND OAKS, Calif., Aug. 20, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced Otezla® (apremilast) is now available in the U.S. for pediatric use. Earlier this year, the U.S. Food and Drug Administration (FDA) approved Otezla for the treatment of moderate to severe plaque psoriasis in children and adolescents ages 6 and older who weigh at least 20 kg (44 lb) and are candidates for phototherapy or sy ...

Amgen has many growth opportunities ahead, and it also pays a fairly high dividend.If you're looking for a top healthcare company to invest in, you may want to consider looking at one that has multiple fast-growing products in its portfolio. By seeking out diversified growth stocks, you can minimize your risk and reduce significant volatility. If a company has a diverse product mix, it has many ways to grow its operations without being too dependent on a single asset.Amgen (AMGN -0.53%) is coming off a stro ...

Urilux/E+ via Getty Images Investment Overview Amgen Inc. (NASDAQ:AMGN), the Thousand Oaks, California based Pharma giant, reported its Q2 2024 earnings this Tuesday, August 6th. The last time I covered Amgen for Seeking Alpha was in May this year, following Q1 earnings. I gave Amgen stock a “buy” rating, when shares traded at $311, and they subsequently reached a high of $335 — up ~8%, before dipping after Q2 results were announced. First, let's consider the headline figures. Revenues grew by an impres ...

公司业绩 - 公司第二季度营收同比增长20%，达到84亿美元，略高于预期，主要得益于对Horizon Therapeutics的收购[1][4] - 稀释每股收益(EPS)为1.38美元，同比下降46%，低于预期，主要因为成本上升[1][5] 全年预期 - 公司下调全年EPS预期至6.57至7.62美元，此前预期为7.15至8.40美元，分析师预期为8.05美元[3] 股价反应 - 公司股价周三下跌5%，收于312.50美元，尽管如此，年初至今股价仍上涨8.5%[6]

On Tuesday, Amgen Inc. AMGN reported mixed second-quarter results.BMO Capital Markets writes, “A commercially in-line quarter for Amgen underscores the importance of upcoming clinical readouts in obesity and inflammatory disease.” The analyst keeps the Outperform rating with a price target of $362.The analyst notes that while the company’s base business underperformed (Enbrel -6% and Repatha -1% compared to consensus), its growth portfolio had some strength. However, they anticipate greater momentum from Ho ...

Shares may have been likely to fall no matter what the company reported.By no means were Amgen's (AMGN -5.54%) second-quarter numbers "bad." Revenue for most of its core drugs was up year over year, and the slight earnings dip is the predictable result of rising expenses. The pharmaceutical company's outlook remains optimistic as well.Yet, S&P Global Market Intelligence data indicates Amgen shares are down 5.9% as of 12:46 p.m. ET today. The prompt for the sell-off is mostly an earnings miss, but the actual ...

公司业绩 - Amgen (AMGN) 2024年第二季度调整后每股收益为$4.97，超出Zacks共识预期$4.93，但同比下降1%，主要由于运营成本和利息支出增加[1] - 总收入为$83.9亿，超出Zacks共识预期$83.1亿，同比增长20%[2] - 产品总收入增长20%至$80.4亿，尽管销售价格下降3%，但销量增长26%部分抵消了这一影响。其他收入为$3.47亿，同比增长14.5%[3] 关键药物表现 普通医学 - Prolia收入为$11.7亿，同比增长13%，主要由销量增长驱动，超出Zacks共识预期和模型估计[5] - Evenity销售额为$3.91亿，同比增长39%，主要由美国内外销量增长驱动，超出Zacks共识预期和模型估计[6] - Repatha收入为$5.32亿，同比增长25%，销量增长46%，但由于更高的回扣导致价格下降部分抵消了增长，超出Zacks共识预期和模型估计[7] 血液学-肿瘤学 - Xgeva收入为$5.62亿，同比增长6%，主要由更高的净销售价格驱动，超出Zacks共识预期，略低于模型估计[8] - Kyprolis销售额为$3.77亿，同比增长9%，主要由美国以外市场销量增长驱动[9] - Nplate销售额增长12%至$3.46亿，Blincyto销售额增长28%至$2.64亿，主要由销量增长驱动[10] 炎症 - Otezla销售额为$5.44亿，同比下降9%，主要由于销售价格下降和销售扣除估计变化不利，未达到Zacks共识预期和模型估计[12] - Enbrel收入为$9.09亿，同比下降15%，主要由于销售价格下降，未达到Zacks共识预期和模型估计[13] - Tezspire销售额为$2.34亿，同比增长76%，主要由销量增长驱动[14] 罕见疾病 - Tepezza、Krystexxa和Uplizna分别产生销售额$4.79亿、$2.94亿和$9.2亿[17] - 从Horizon收购的超罕见产品产生收入$1.87亿[17] - Tavneos销售额为$7.1亿，环比增长39%，主要由新患者销量增长驱动[18] 成熟产品 - 成熟产品总销售额下降21%至$5.91亿[19] 成本和利润率 - 调整后运营利润率下降4.4个百分点至48.2%[20] - 调整后运营费用增长30%至$45.2亿，研发费用增长30%至$14.2亿，SG&A支出增长36%至$16.9亿[21] 2024年指引 - Amgen调整了收入指引，从$325亿至$338亿收紧至$328亿至$338亿[22] - 调整后每股收益指引从$19.00至$20.20收紧至$19.10至$20.10[23] - 预计研发成本将增加超过25%，调整后运营利润率预计约为47%，第三季度利润率预计低于第二季度[24] - 调整后税率预计在15.0%至16.0%之间，资本支出目标提高至约$13亿，预计回购股票不超过$5亿[25] 行业动态 - Amgen的GLP-1受体候选药物MariTide在肥胖治疗领域备受关注，预计2024年底将公布52周的II期研究数据，并计划开展全面的III期研究[30] - GLP-1类药物在多种心血管代谢疾病治疗中越来越受欢迎，市场上有Eli Lilly的tirzepatide药物Mounjaro和Zepbound，以及Novo Nordisk的semaglutide药物Ozempic和Wegovy[32]