If you like what you have just read and want to receive at least 4 exclusive stock tips every week focused on Pharma, Biotech and Healthcare, then join me at my marketplace channel, Haggerston BioHealth . Invest alongside the model portfolio or simply access the investment bank-grade financial models and research. I hope to see you there. I last covered Amgen (NASDAQ: AMGN ) for Seeking Alpha in early August, reviewing the California based Pharma giant's Q2 earnings. I gave its stock a "Buy" rating, however ...

Analysts on Wall Street project that Amgen (AMGN) will announce quarterly earnings of $5.11 per share in its forthcoming report, representing an increase of 3% year over year. Revenues are projected to reach $8.52 billion, increasing 23.4% from the same quarter last year. The consensus EPS estimate for the quarter has undergone a downward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates duri ...

THOUSAND OAKS, Calif., Oct. 24, 2024 /PRNewswire/ -- Amgen (NASDAQ:AMGN) today announced that it will report its third quarter 2024 financial results on Wednesday, October 30, 2024, after the close of the U.S. financial markets. The announcement will be followed by a conference call with the investment community at 4:30 p.m. ET. Participating in the call from Amgen will be Robert A. Bradway, chairman and chief executive officer, and other members of Amgen's senior management team.Live audio of the conferenc ...

文章核心观点 - 该报告提供了关于Prolia和Xgeva(denosumab)生物类似药管线的基本信息 [1] - denosumab是一种人源化IgG2单克隆抗体,靶向RANKL,可抑制骨吸收 [2][3] - denosumab由Amgen开发,并由Amgen、第一三共(日本权利)和百济神州(仅限Xgeva)在不同适应症和地区销售 [3] 适应症和批准情况 - Prolia获批用于治疗绝经后妇女骨质疏松症和成人男女骨量流失 [4] - Xgeva获批用于预防成人恶性肿瘤骨转移引起的骨相关事件,也适用于治疗巨细胞骨瘤 [4] 专利到期情况 - Amgen列出了denosumab专利将于2021年至2025年到期 [5] - 生物类似药是在原研药专利到期后上市的仿制版本,需通过严格的监管审批 [5]

Amgen (AMGN) will report third-quarter 2024 results on Oct. 30, after market close. In the last reported quarter, the company beat earnings expectations by 0.81%.The Zacks Consensus Estimate for sales and earnings is pegged at $8.51 billion and $5.11 per share, respectively.Factors to Consider for AmgenAmgen’s product sales are expected to have been driven by strong volume growth of products like Evenity, Repatha, Prolia and Blincyto among others. However, prices of most products are expected to continue to ...

文章核心观点 - 生物科技公司Amgen股价今年上涨13%,但近几个月一直在一个狭窄的交易区间内徘徊 [1] - 尽管Amgen最近几个季度业绩表现良好,但其药品管线的临床试验数据仍存在不确定性 [1] - 然而,Amgen整体基本面向好,业务保持强劲增长 [1] 公司概况 - Amgen是生物科技行业的先驱,拥有长期的创新历史,开发了多款突破性药品 [2] - 公司目前拥有广泛的产品组合,涵盖肿瘤、免疫、心血管、炎症和罕见疾病等多个领域,这种多元化是其投资价值的重要组成部分 [2] 业绩表现 - 2022年第二季度,Amgen产品净销售额同比增长20%,有12种药品实现两位数以上的销售增长 [3] - 其中骨质疏松症药物Evenity销售增长39%,哮喘药Tezspire销售增长76% [3] - 一些新上市的罕见病药品也带来了销售动能 [3] - 尽管支持新产品上市和持续研发投入导致利润率有所下降,但Amgen预计全年每股收益将达到创纪录水平,并在2024年实现约18%的收入增长 [3] 未来发展 - Amgen的管线中有多个处于不同临床试验阶段的候选药物,其中最令人期待的是GLP-1受体激动剂MariTide,正在进行II期临床试验作为新的减肥和治疗肥胖的疗法 [4] - 如果MariTide的临床试验结果证实了其良好的疗效和安全性,Amgen有望推出下一个重磅产品 [5] - 与竞争对手相比,Amgen目前的估值较低,如果MariTide获批上市,有望获得估值溢价 [5]

文章核心观点 - 公司最近一个交易日的股价上涨0.14%,表现优于大盘下跌0.76% [1] - 公司过去一个月股价下跌3.17%,表现略差于医疗行业下跌3.35%,但优于标普500指数上涨4.31% [1] - 公司将于2024年10月30日发布财报,分析师预计公司将实现每股收益5.12美元,同比增长3.23%;预计收入将达85.1亿美元,同比增长23.24% [1] - 全年来看,分析师预计公司将实现每股收益19.48美元,同比增长4.45%;收入将达332.1亿美元,同比增长17.81% [2] 行业和公司分析 行业分析 - 公司所属的医疗-生物医药和遗传学行业目前在250多个行业中排名第88位,位于前35%行列 [4] - 研究显示,排名前50%的行业相比排名后50%的行业,业绩表现要好2倍 [4] 公司估值 - 公司目前的市盈率为16.67倍,低于同行业平均水平22.58倍,处于折价状态 [3] - 公司目前的PEG率为2.88,高于同行业平均水平2.25 [3] 公司评级 - 公司目前的Zacks评级为3级(中性),过去一个月内其每股收益预测下调了0.06% [3] - Zacks评级系统历史表现良好,1级(强烈买入)股票平均年收益率达25% [3]

文章核心观点 - 美国生物制药公司Amgen公布了UPLIZNA®(inebilizumab-cdon)治疗成人全身性重症肌无力(gMG)的III期MINT临床试验的积极结果 [1][2][3] - UPLIZNA在AChR+和MuSK+患者中均显示出临床意义上的显著疗效 [3][5] - MINT试验是首个针对生物制品的全身性重症肌无力III期安慰剂对照试验,还包括了一个渐进性糖皮质激素减量方案 [6][9][10] 关键要点总结 1. 试验设计和结果 - MINT试验是一项随机、双盲、安慰剂对照、平行组试验,共纳入238名成人gMG患者,其中190名为AChR+,48名为MuSK+ [9] - 试验的主要终点是在第26周时MG-ADL评分较基线的变化,UPLIZNA组(-4.2)较安慰剂组(-2.2)有显著改善(差异-1.9,p<0.0001) [3] - 多个重要次要终点也显示UPLIZNA组较安慰剂组有显著改善,包括QMG评分变化、AChR+和MuSK+亚组的MG-ADL和QMG评分变化 [5] 2. 安全性和耐受性 - 试验期间UPLIZNA的安全性结果与既往研究一致,最常见的不良事件包括COVID-19、鼻咽炎、尿路感染等 [6] - 患者在第4周开始逐步减量糖皮质激素,至第24周达到每天5mg的剂量,未发现新的安全信号 [3] 3. 临床意义 - UPLIZNA通过靶向CD19+B细胞的独特机制,为gMG患者提供了一种新的治疗选择 [4][6] - MINT试验是首个纳入大量MuSK+患者的III期生物制品试验,为这一特殊人群提供了有价值的临床数据 [7] - 该试验还首次在III期试验中纳入了一个渐进性糖皮质激素减量方案,这对于减轻长期使用糖皮质激素带来的负担非常重要 [6] 4. 后续计划 - 根据MINT试验的主要结果,Amgen公司计划在美国等主要市场申请UPLIZNA用于治疗gMG的上市批准 [8] - 公司还将进一步分析12个月的安慰剂对照疗效和安全性数据,以更全面地评估UPLIZNA在AChR+gMG患者中的疗效 [7]

文章核心观点 - 医疗保健巨头Amgen是一家值得投资的高股息股票 [1][2][3][4][5] - 食品加工公司Hormel Foods是一家久经考验的高股息股票 [6][7][8][9] Amgen公司总结 - Amgen是一家医疗保健巨头,拥有多种针对不同疾病的药品 [3] - Amgen最近一个季度总收入同比增长20%,主要产品销售均实现两位数增长 [3] - Amgen去年收购了罕见病药企Horizon Therapeutics,拓展了罕见病药品业务 [4] - Amgen正在开发一款新的体重管理药物MariTide,有望进一步拓展适应症 [5] Hormel Foods公司总结 - Hormel Foods是一家食品加工公司,旗下拥有多个知名品牌 [8] - 过去几年Hormel Foods受到通胀、疫情等因素影响,业绩和股价有所下滑 [8][9] - 但Hormel Foods仍保持良好的财务状况,连续58年增加派息,是一家值得长期持有的高股息股票 [7][9]

These longtime leading biotech stocks still have plenty of upside ahead.October typically isn't a time investors look forward to in the markets. It has historically been associated with equities moving in the wrong direction, and sometimes experiencing full-blown market crashes. The broader market has performed pretty well so far this year, but could that come to a halt in October? Maybe.No matter what happens, investing in companies that will get through bear markets and perform well over the long run is a ...