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 ...

This company's payouts look safe.If there is one thing income investors like more than regular dividend payouts, it's regular and growing dividend payouts. Not every corporation can offer that, of course. Some will eventually suspend their dividend programs or, at the very least, decrease their payouts.Fortunately, there are stocks on the market that look committed to returning capital to their shareholders by way of consistent dividend increases. That's what income seekers are after. Let's consider one exc ...

Amgen's market-beating ways are unlikely to evaporate any time soon.Few stocks consistently outperform the vaunted S&P 500 index due to its inherent advantages in diversification and stability. This benchmark index draws its strength from a broad portfolio of America's top companies, allowing it to weather individual sector downturns and capitalize on various market trends simultaneously.Individual stocks, in contrast, are subject to company-specific risks and industry cycles. Even well-managed companies ca ...

文章核心观点 - 全球胰腺癌市场预计将以13.5%的复合年增长率增长,到2033年达到75.41亿美元 [1] - 北美地区胰腺癌市场占据全球主导地位,主要由于该地区胰腺癌发病率较高,以及成熟的医疗体系和广泛的治疗方法 [2] - 亚太地区胰腺癌市场预计将是增长最快的,主要由于该地区拥有大量的胰腺癌患者群体 [2] 行业概况 - 胰腺癌是全球第七大致死癌症,在西方国家发病率不断上升,与生活方式如酗酒和肥胖等有关 [1] - 尽管手术技术、化疗和新辅助放化疗等有所进步,但5年生存率仍然很低,仅为2.5% [1] - 不健康的生活方式和饮食习惯导致糖尿病患病率上升,也是胰腺癌发病率上升的主要原因 [1] 公司动态 - 肿瘤溶瘤病毒公司Oncolytics Biotech开始了一项新的临床试验,评估其产品pelareorep与改良FOLFIRINOX化疗联合治疗转移性胰腺癌的疗效 [3][4][5][6] - 该试验获得了来自PanCAN的500万美元资助,有望进一步扩大pelareorep在胰腺癌治疗中的应用 [6] - Oncolytics Biotech的另一项研究发现,pelareorep能够刺激肿瘤浸润淋巴细胞的扩增,这与治疗反应呈正相关 [7] - 生物科技公司Kymera的STAT3降解剂KT-333在复发/难治性经典霍奇金淋巴瘤、皮肤T细胞淋巴瘤和NK细胞淋巴瘤中显示出抗肿瘤活性 [7][8] - 罗氏的数字病理学诊断系统VENTANA DP 200获得FDA 510(k)认证,有助于提高病理诊断效率 [9][10] - 吉利德公司的CAR-T疗法Yescarta在复发/难治性大B细胞淋巴瘤中显示出更高的制造成功率和T细胞性能 [11][12][13] - 安进公司的双特异性T细胞募集剂BLINCYTO获批用于成人和儿童急性淋巴细胞白血病巩固期治疗,不论是否有可测残留病 [14][15][16]

文章核心观点 - Amgen是一家顶级制药公司,过去5年股价上涨超过70%,但仍略低于标普500指数的90%涨幅 [2] - Amgen有一些前景看好的新产品在管线中,未来前景令人鼓舞,但公司债务负担较重也让一些投资者担忧 [2] 公司概况 - Amgen最值得投资者期待的是其重量管理药物MariTide,可能会成为诺和诺德和礼来公司同类产品的强劲竞争对手 [3][4][5] - MariTide可能不需要像竞品那样每周注射一次,而且停药后人们可能能保持减重效果,这是同类药物的一个常见缺点 [4] - 虽然MariTide还在2期临床试验中,但不会太长时间就能知道它是否是一款潜在的重磅产品,目前结果看起来很鼓舞 [5] - 如果获批上市,MariTide可能轻松为公司带来数十亿美元收入,是公司营收和股价的重大催化剂 [5] 其他增长动力 - 即使MariTide上市需要一些时间,Amgen的其他产品也将为财务状况带来提振 [6] - 公司最近获批了治疗晚期小细胞肺癌的Imdelltra,分析师预计其峰值销售额可达20亿美元 [6] - 近年来Amgen通过收购ChemoCentryx和Horizon Therapeutics获得了一些有前景的资产,如Tavneos和Tepezza [7] - 随着公司发展这些产品并推进内部管线,未来5年其财务状况将大幅改善,2023年公司实现了67亿美元利润,销售额282亿美元 [8] 债务管理 - 投资者当前最关注的是Amgen的债务问题,收购Horizon后债务高达640亿美元,仅在今年初减少了6亿美元 [9] - 但Amgen多年来一直保持稳定的自由现金流,2023年达到74亿美元,派息46亿美元 [10] - 随着新产品带来更多收入,Amgen的自由现金流将进一步改善,有望在未来5年内至少减少100亿美元债务 [11][12] - 届时利率可能会下降,债务问题也不会像现在那么令人担忧 [13] 投资评级 - Amgen目前股价仅为未来预期利润的15倍,是一只不错的成长股 [14] - 尽管债务水平较高令人担忧,但如果MariTide获批上市,其增长潜力可能足以弥补这一缺点 [14] - 考虑到目前标普500指数已经高估,预计未来5年Amgen的表现将超越大盘,是一只不错的医疗股投资标的 [15]

文章核心观点 - 生物科技股票的核心理念是健康是最宝贵的 [1][2] - 生物科技行业市场规模巨大,未来将持续扩张 [3] 行业和公司总结 行业概况 - 全球生物技术行业市场规模达1.55万亿美元,预计到2030年将达到3.88万亿美元,复合年增长率为13.96% [3] - 全球肿瘤治疗市场规模目前为2223.6亿美元,预计到2033年将达到5216亿美元,复合年增长率为8.9% [5] - 全球神经系统疾病治疗市场规模预计今年将达664亿美元,到2033年将达1038亿美元,复合年增长率为5.1% [10][11] - 全球免疫学市场规模去年达982.2亿美元,预计到2033年将达2632.2亿美元,复合年增长率为10.36% [13][14] - 全球传染病治疗市场规模2022年达671亿美元,预计2023-2030年复合年增长率为7.1%,到2030年将达1152亿美元 [17][18] - 全球心血管药物市场规模目前为1380亿美元,预计到2032年将达2009亿美元,复合年增长率为3.8% [20][21] - 全球基因疗法市场规模2023年达87.5亿美元,预计到2033年将达524亿美元,复合年增长率为19.6% [25] - 全球罕见病治疗市场规模2021年达1196亿美元,预计2022-2030年复合年增长率为12.8%,到2030年将达3358.4亿美元 [29] 公司概况 Bristol-Myers Squibb (BMY) - 是全球顶级生物科技公司之一,在肿瘤领域具有重要地位 [4][5] - 预计2024财年收入将达460.8亿美元,较上年同期增长9.6% [6][7] - 股价目前交易价格为过去一年销售额的1.86倍,较去年同期的2.98倍有所下降 [7] - 分析师给予平均目标价52.46美元,较当前价格有27%的上涨空间 [8] Neurocrine Biosciences (NBIX) - 专注于神经系统和内分泌失调的研发 [10] - 预计2024财年每股收益将达4.07美元,较上年同期增长近65% [11] - 预计2024财年收入将达22.2亿美元,较上年同期增长17.7% [11] - 目前股价交易价格为过去一年销售额的7.01倍,较去年同期的5.83倍有所上升 [12] Amgen (AMGN) - 是市值超过1600亿美元的顶级生物科技公司,在免疫学治疗领域有优势 [13][14] - 预计2024财年每股收益将达19.46美元,较上年同期增长11.7% [14] - 预计2024财年收入将达330亿美元,较上年同期增长超过25% [14][15] Gilead Sciences (GILD) - 主要专注于传染病治疗领域 [17] - 预计2024财年收入将达275.9亿美元,较上年同期增长8.9% [18] - 目前提供4.73%的前瞻性股息收益率 [19] Novartis (NVS) - 是全球最大的生物制药公司之一,在心血管治疗领域有优势 [20][21] - 预计2024财年每股收益将达7.29美元,较上年同期增长5.65% [21] - 预计2024财年收入将达492.5亿美元,较上年同期增长8.4% [21][22] - 目前股价交易价格为过去一年销售额的4.6倍,较去年同期的4.19倍有所上升 [22] bluebird bio (BLUE) - 是一家市值不到1.83亿美元的小型生物科技公司,专注于基因疗法 [24][25] - 预计2024财年收入将达3530万美元,较上年同期增长881.4% [26] - 目前股价交易价格为过去一年销售额的4.48倍 [27] Ultragenyx Pharmaceutical (RARE) - 专注于罕见病治疗领域 [28][29] - 预计2024财年收入将达5.135亿美元,较上年同期增长18.3% [30] - 预计2025财年收入将达6.211亿美元,最高可达7.48亿美元 [31] - 目前股价交易价格为过去一年销售额的6.8倍,较去年同期的8.43倍有所下降 [32]