In its upcoming report, Amgen (AMGN) is predicted by Wall Street analysts to post quarterly earnings of $4.92 per share, reflecting a decline of 1.6% compared to the same period last year. Revenues are forecasted to be $8.3 billion, representing a year-over-year increase of 18.9%.Over the last 30 days, there has been an upward revision of 0.5% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecas ...

文章核心观点 1) 生物技术行业创新是增长的基石 [1] 2) 生物技术市场预计将从2023年的1.54万亿美元增长到2033年的5.68万亿美元 [2] 3) 政府支持、监管框架进步以及个性化医疗和孤儿药配方的兴起将推动行业增长 [2] 4) 针对新兴健康问题和慢性疾病的治疗方案开发的生物科技公司备受关注 [3] 5) FDA加快批准关键药物的审批进程进一步推动了有望快速增长的公司 [3] 公司总结 Amgen (AMGN) - 公司财务状况良好,产品管线强劲,市场地位突出 [6] - 过去一年股价上涨超过42% [7] - 2024年第一季度非GAAP每股收益3.96美元,超出华尔街预期,收入同比增长22%至74.5亿美元 [7] - 2024财年预计每股收益在19-20.2美元之间 [7] - 在减肥和肿瘤领域的创新管线表现强劲,MariTide减肥药有望与礼来的Wegovy和诺和诺德的Ozempic竞争 [8] - 肿瘤药物Blincyto和Repatha销售表现良好,Blincyto第一季度销售额同比增长25.8%至2.24亿美元 [9] Gilead Sciences (GILD) - 拥有多元化的资产组合和强大的研发实力,有望为长期投资者带来回报 [10] - 在HIV市场保持主导地位,Biktarvy和Descovy等主导药物销售保持强劲增长 [11] - 正在向创新和均衡的投资组合增长转型,将研发重点拓展至肿瘤等新领域 [12] - 股价相对历史估值和行业中值有折价,为长期投资者提供了有吸引力的切入点 [13] Vertex Pharmaceuticals (VRTX) - 在治疗囊性纤维化(CF)等生命威胁性遗传疾病方面采取创新方法 [15] - 2024年第一季度收入增长13%至26.9亿美元,主要得益于CF治疗药物Trikafta/Kaftrio的强劲表现 [16] - 正在扩大现有CF药物的适应症,同时管线包括疼痛、地中海贫血、镰状细胞病和1型糖尿病等潜在治疗方案 [17] - 最近获批的CASGEVY,是一种用于治疗镰状细胞病和地中海贫血的CRISPR基因疗法,展现了公司在基因编辑领域的实力 [18]

The market expects Amgen (AMGN) to deliver a year-over-year decline in earnings on higher revenues when it reports results for the quarter ended June 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Augus ...

Bill Oxford The market has seen a huge sector rotation recently out of Big Tech and Magnificent Seven stocks into the Dow components, and small and mid-cap stocks. The SPDR® S&P Biotech ETF (XBI) has been the beneficiary of this move. Over the last month, this small/mid-cap biotech ETF has spurted ahead by some 10% while money has come out of the likes of Alphabet Inc. (GOOG), Nvidia Corporation (NVDA) and Microsoft (MSFT). Seeking Alpha If the rally in small and mid-cap biotech equities continues, here ...

文章核心观点 - 公司最近一个交易日的股价上涨0.16%,但低于标普500指数的涨幅1.11% [1] - 过去一个月公司股价上涨6.57%,超过医疗行业下跌0.54%和标普500下跌1.16% [2] - 公司预计将于2024年8月6日公布财报,预计每股收益为4.92美元,同比下降1.6%;预计收入为83亿美元,同比增长18.85% [3] - 全年来看,预计每股收益为19.50美元,同比增长4.56%;预计收入为330.3亿美元,同比增长17.17% [4] - 分析师对公司业绩预期有所上调,反映出对公司业务和盈利能力的乐观态度 [5][6] - 公司当前市盈率为17.15倍,低于行业平均水平24.41倍,估值相对较低 [8] - 公司PEG率为2.78,高于行业平均水平2.16,增长性相对较弱 [9] - 公司所属医疗-生物医药和遗传学行业目前在250多个行业中排名前33% [10][11]

Investors have been on a roller coaster ride for the past four years. One of the longest bull markets in history was brought to a screeching halt by the global pandemic. The S&P 500 lost over one-third of its value in a matter of a few weeks.Yet immediately afterward, the popular benchmark index rocketed higher, more than doubling in value over the next 21 months. It then lost a quarter of its value again before turning north once more and running 50% higher. You’re not alone if you’ve experienced vertigo d ...

Biotech stocks to buy can be an interesting sector for investors. They can provide massive gains following positive news regarding clinical trials or FDA approvals. However, they may also cause large share price drops following bad news or missed expectations surrounding a company’s treatments.In my opinion, when investing in the biotech industry, it’s best to steer clear of smaller companies that are more susceptible to wild swings in their share price. It is much better to stick with larger companies that ...

Amgen offers a packed pipeline and healthy dividend distributions.Can a biotechnology company pay a generous dividend in 2024? The answer is definitely yes, as Amgen (AMGN 1.77%) is evidently unafraid to reward its loyal shareholders with quarterly cash payments.Just as importantly, Amgen is a recent revenue grower with a diversified pipeline of current and proposed products. So, here's the skinny on how much investors might expect from Amgen's upcoming dividend distributions.How much does Amgen pay in divi ...

The latest trading session saw Amgen (AMGN) ending at $330.83, denoting a +1.77% adjustment from its last day's close. This move outpaced the S&P 500's daily gain of 0.55%. At the same time, the Dow added 0.62%, and the tech-heavy Nasdaq gained 0.63%.The the stock of world's largest biotech drugmaker has risen by 8.91% in the past month, leading the Medical sector's gain of 0.19% and the S&P 500's gain of 4.28%.Analysts and investors alike will be keeping a close eye on the performance of Amgen in its upcom ...

With technology-driven growth stocks propelling the S&P 500 to new heights, dividend stocks have often found themselves playing catch-up.Yet, even in this market environment, some dividend-paying companies have managed not only to keep pace, but also beat the index by a significant margin.Specifically, while the S&P 500 has registered returns of about 27% over the past year, the following three dividend stocks have delivered annual total returns exceeding 30%.More importantly, these three stocks maintain eq ...