Amgen (AMGN) closed at $335.61 in the latest trading session, marking a -0.52% move from the prior day. This change lagged the S&P 500's daily gain of 0.28%. Elsewhere, the Dow gained 0.15%, while the tech-heavy Nasdaq added 0.15%.Shares of the world's largest biotech drugmaker witnessed a gain of 2.61% over the previous month, beating the performance of the Medical sector with its gain of 0.38% and the S&P 500's gain of 2%.Market participants will be closely following the financial results of Amgen in its ...

These two stocks could be rivals in the intense GLP-1 space in the future.Investing into companies involved with new weight loss medications can be overwhelming. There is a lot of competition in the space given the potential for the anti-obesity market to grow to a size of $100 billion or more, as per estimates from Goldman Sachs.The challenge becomes the following: Do you invest in an established healthcare company that is expanding into this new category of glucagon-like peptide-1 (GLP-1) medications, or ...

文章核心观点 - 公司最近一个交易日的股价下跌0.73%,低于标普500指数的涨幅0.03% [1] - 公司过去一个月内股价上涨2.22%,同期医疗行业上涨2.67%,标普500上涨1.54% [1] - 公司预计将在即将发布的财报中实现每股收益5.13美元,同比增长3.43%;预计收入将达到85.1亿美元,同比增长23.24% [1] - 对于全年业绩,分析师预计公司每股收益将达19.49美元,同比增长4.5%;收入将达332.1亿美元,同比增长17.82% [2] - 分析师对公司业绩预测有所下调,但公司目前仍维持中性评级 [3] - 公司估值水平相对行业平均水平有一定折价 [3] 行业和公司概况 - 公司是全球最大的生物制药公司 [1] - 公司所属医疗-生物医药和遗传学行业,在250多个行业中排名前32% [3] - 该行业过去一年平均市盈率为23.02倍,公司当前市盈率为17.2倍,折价明显 [3] - 该行业过去一年平均PEG率为2.28,公司当前PEG率为2.98 [3]

Results Illustrate Depth and Diversity of Amgen's Targeted Therapies Across Tumor TypesTHOUSAND OAKS, Calif., Sept. 13, 2024 /PRNewswire/ -- Amgen (NASDAQ: AMGN) today announced the presentation of new data across its broad oncology pipeline and portfolio at the European Society for Medical Oncology (ESMO) Congress 2024, taking place Sept. 13-17 in Barcelona. The abstracts showcase data from Amgen-sponsored and investigator-sponsored studies for colorectal, lung, prostate and gastric cancers using molecular ...

Amgen is a decently valued stock that has an excellent business and also gives investors a way to potentially gain exposure to a lucrative weight loss market.If you want to invest in the fast-growing weight loss industry, going with stocks such as Eli Lilly or Novo Nordisk can seem like a great idea. They have leading weight loss products and possess some promising long-term growth opportunities. But they are already among the most valuable healthcare stocks in the world (their valuations are in excess of $ ...

文章核心观点 - Tango Therapeutics (TNGX) 是一家专注于PRMT5抑制剂的生物技术公司，其股价波动主要受竞争对手PRMT5抑制剂临床进展的影响。公司预计将在2024年Q2发布其PRMT5项目的全面临床数据更新，市场对其数据读出持谨慎乐观态度，认为如果数据积极，Tango可能成为潜在的收购目标[1][2][3][6] 公司概况 - Tango Therapeutics 是一家总部位于波士顿的生物技术公司，专注于PRMT5抑制剂的开发。公司是仅有的五家将PRMT5抑制剂推进到临床研究阶段的公司之一，其他公司包括Bristol Myers Squibb、Amgen、AstraZeneca、Johnson & Johnson和Prelude Therapeutics[1] - 公司目前市值为981百万美元，相较于其他大型制药公司，Tango提供了高风险高回报的投资机会[1] 产品管线 - Tango 有两个PRMT5候选药物在临床研究中：TNG908和TNG462，均针对MTAP缺失的癌症。MTAP缺失的癌症占所有癌症的10-15%，表明PRMT5抑制剂具有巨大的市场潜力[1][3] - TNG908 针对胶质母细胞瘤（GBM）、非小细胞肺癌和胰腺癌，正在进行剂量扩展研究[3] - TNG462 针对非小细胞肺癌、胰腺癌以及多种癌症类型，正在进行剂量扩展研究[3] 临床进展 - Tango 预计将在2024年Q2发布其PRMT5项目的全面临床数据更新[3] - Tango 的竞争对手的临床数据对其股价有显著影响。例如，Mirati的PRMT5候选药物在MTAP缺失的实体瘤中取得了6个确认的客观响应，推动Tango股价上涨；而Amgen的AMG193数据不佳，导致Tango股价下跌[1][2] 财务状况 - 截至2023年Q2，Tango 拥有322.1百万美元的现金，并从合作伙伴Gilead Sciences获得了12.1百万美元的许可收入[3] - 公司与Gilead 的合作包括 upfront 175百万美元的付款和20百万美元的股权投资，涉及多达15个“验证的免疫逃避靶点”，并有可能获得高达60亿美元的里程碑付款[3] - 公司季度净亏损为25.6百万美元，每股亏损0.24美元，但公司表示有足够的资金支持到2027年[3] 技术优势 - Tango 的PRMT5抑制剂利用“合成致死”机制，针对MTAP缺失的癌细胞，而正常细胞不受影响[4][5] - Tango 的候选药物TNG908在胶质母细胞瘤模型中显示出比标准治疗更有效的效果，并且在多种MTAP缺失的异种移植模型中优于Mirati的MRTX1719[5] - TNG462 被认为是“潜在的最佳类”PRMT5抑制剂，在异种移植模型中实现了55%的肿瘤消退，包括完全响应[5] 市场前景 - Tango 的PRMT5抑制剂如果成功，可能成为“重磅炸弹”药物，特别是在非小细胞肺癌、胰腺癌、膀胱癌和皮肤癌等领域[6] - Tango 的股价波动较大，主要受竞争对手临床数据的影响，但如果其数据读出积极，股价可能大幅上涨，公司也可能成为大型制药公司的收购目标[6]

Central Press/Hulton Archive via Getty Images Written by Sam Kovacs Introduction Buy Low, Sell High, Get Paid To Wait. This is our investment philosophy. I make a point of repeating it as often as I can because it is so simple and elegant, that most investors overlook it. Einstein famously said that everything should be made as simple as possible, but not simpler. Well, this is as simple as it gets for investing. Of course, it brings up quite a few questions: what's low? What's high? Why get paid to wai ...

会议主要讨论的核心内容 - 公司有强劲的长期增长前景,在4个治疗领域包括创新管线和上市产品均有广度和深度 [7] - 公司在2024年上半年取得多项重要里程碑,包括获批新药和关键临床试验数据 [8][9][10] - 公司业务表现良好,第二季度收入同比增长20%,12个产品实现两位数增长 [9] - 公司在一般医疗、肿瘤、血液、免疫炎症和罕见病等领域均有重要产品和管线 [10][11][12] 问答环节重要的提问和回答 - 公司管线的现状和发展情况,管理层对管线的评估和信心 [15][16][17][18][19] - 公司MariTide的临床前景和预期,包括对其他代谢参数的影响 [25][26][27][28][29][30][31][32] - 公司Lp(a)降低药物olpasiran的临床设计和预期结果 [33][34][35][36][37][38][39] - 公司在心血管和代谢领域的产品协同和发展策略 [40][41][42] - 公司在肿瘤领域的新药xaluritamig的临床进展和预期 [43][44][45][46][47] - 公司UPLIZNA在重症肌无力适应症的临床试验进展和预期 [48][49][50][51][52][53] - 公司在MariTide等新药生产方面的规划和投资 [54][55][56][57][58][59]

A month has gone by since the last earnings report for Amgen (AMGN) . Shares have added about 5.8% in that time frame, underperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Amgen due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts. Q2 Earnings & Sales BeatAmgen’s second-quarter results were s ...

Amgen (AMGN) stock has risen 19.6% in the past six months compared with an increase of 12.4% for the industry. The stock has also outperformed the sector and the S&P 500 index, as seen in the chart below.AMGN Stock Outperforms Industry, Sector & S&P 500Image Source: Zacks Investment ResearchThe stock has also been consistently trading above its 50-day and 200-day moving averages since early August.One of the key reasons for the recent stock price outperformance has been its strong second-quarter results, as ...